IPW
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Impact Partnership Wealth’s Main BuyWrite ETF BUYW Stock Holding History

Impact Partnership Wealth’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-198
Closed -$2.63K – 869
2023
Q3 		$2.63K Buy
+198
New +$2.67K ﹤0.01% 785

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Impact Partnership Wealth's BUYW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Main BuyWrite ETF (BUYW) in Q4 2023, closing a stake of 198 shares — an estimated $2.63K sold.

Impact Partnership Wealth first reported a position in BUYW in Q3 2023 and held it in 1 quarter. The position peaked at $2.63K in Q3 2023. 43 funds tracked by Wall St. Rank hold BUYW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Main BuyWrite ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 198 Main BuyWrite ETF shares in Q4 2023, an estimated $2.63K.
  • Impact Partnership Wealth first reported a position in Main BuyWrite ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Main BuyWrite ETF position peaked at $2.63K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.