Independent Wealth Network’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Independent Wealth Network’s Portfolio PBP Stock Details PBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20,705	Closed	-$417K	–	205
2022 Q4	$417K	Buy	20,705 +255	+1%	+$5.1K	0.28%	85
2022 Q3	$387K	Sell	20,450 -699	-3%	-$14.5K	0.3%	87
2022 Q2	$436K	Sell	21,149 -544	-3%	-$11.8K	0.31%	82
2022 Q1	$505K	Buy	21,693 +4,263	+24%	+$96.2K	0.32%	85
2021 Q4	$403K	Buy	+17,430	New	+$413K	0.25%	112

Other funds holding PBP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $308M AUM 12.5% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Independent Wealth Network's PBP Position: Q1 2023 in Review

Independent Wealth Network sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2023, closing a stake of 20,705 shares — an estimated $417K sold.

Independent Wealth Network first reported a position in PBP in Q4 2021 and held it in 5 quarters. The position peaked at $505K in Q1 2022. 46 funds tracked by Wall St. Rank hold PBP as of Q1 2023.

Independent Wealth Network reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2023 after selling out during the quarter.
Independent Wealth Network sold 20,705 Invesco S&P 500 BuyWrite ETF shares in Q1 2023, an estimated $417K.
Independent Wealth Network first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2021 and held it in 5 quarters.
Independent Wealth Network's Invesco S&P 500 BuyWrite ETF position peaked at $505K in Q1 2022.
46 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2023.

Based on Independent Wealth Network's 13F filing for Q1 2023, filed 18 Apr 2023.