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Institute for Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-202
Closed -$4K – 102
2013
Q2 		$4K Buy
+202
New +$4.18K ﹤0.01% 104

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Institute for Wealth Management's PBP Position: Q3 2013 in Review

Institute for Wealth Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2013, closing a stake of 202 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in PBP in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 41 funds tracked by Wall St. Rank hold PBP as of Q3 2013.

  • Institute for Wealth Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 202 Invesco S&P 500 BuyWrite ETF shares in Q3 2013, an estimated $4K.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P 500 BuyWrite ETF position peaked at $4K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.