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Intelligence Driven Advisers’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Intelligence Driven Advisers’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
2019
Q1 		– Sell
-12,500
Closed -$247K – 101
2018
Q4 		$247K Buy
+12,500
New +$266K 0.16% 85

Other funds holding PBP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intelligence Driven Advisers's PBP Position: Q1 2019 in Review

Intelligence Driven Advisers sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2019, closing a stake of 12,500 shares — an estimated $247K sold.

Intelligence Driven Advisers first reported a position in PBP in Q4 2018 and held it in 1 quarter. The position peaked at $247K in Q4 2018. 82 funds tracked by Wall St. Rank hold PBP as of Q1 2019.

  • Intelligence Driven Advisers reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 12,500 Invesco S&P 500 BuyWrite ETF shares in Q1 2019, an estimated $247K.
  • Intelligence Driven Advisers first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2018 and held it in 1 quarter.
  • Intelligence Driven Advisers's Invesco S&P 500 BuyWrite ETF position peaked at $247K in Q4 2018.
  • 82 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2019.

Based on Intelligence Driven Advisers's 13F filing for Q1 2019, filed 4 Sep 2020.