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Kestra Advisory Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Kestra Advisory Services’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
2026
Q2 		$270K Buy
11,777
+215
+2% +$4.86K ﹤0.01% 2861
2026
Q1 		$254K Buy
11,562
+941
+9% +$21.3K ﹤0.01% 2766
2025
Q4 		$242K Buy
+10,621
New +$240K ﹤0.01% 2720

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Kestra Advisory Services's PBP Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 1.9% in Q2 2026, buying an estimated $4.86K and bringing the position to 11,777 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Kestra Advisory Services first reported a position in PBP in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

  • Kestra Advisory Services held 11,777 shares of Invesco S&P 500 BuyWrite ETF worth $270K as of Q2 2026.
  • Kestra Advisory Services bought 215 Invesco S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $4.86K.
  • Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2861 holding.
  • Kestra Advisory Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.