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 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 $4.25B AUM 23.69% 1-Year Est. Return

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

UCB

United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MLM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kestra Advisory Services's PBP Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 8.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 11,562 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Kestra Advisory Services first reported a position in PBP in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

Kestra Advisory Services held 11,562 shares of Invesco S&P 500 BuyWrite ETF worth $254K as of Q1 2026.
Kestra Advisory Services bought 941 Invesco S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $21.3K.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2766 holding.
Kestra Advisory Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2025 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.