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

Kestra Private Wealth 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
2025
Q1 		– Sell
-8,786
Closed -$207K – 1553
2024
Q4 		$207K Buy
+8,786
New +$203K ﹤0.01% 1300

Other funds holding PBP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Kestra Private Wealth Services's PBP Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2025, closing a stake of 8,786 shares — an estimated $207K sold.

Kestra Private Wealth Services first reported a position in PBP in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 56 funds tracked by Wall St. Rank hold PBP as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 8,786 Invesco S&P 500 BuyWrite ETF shares in Q1 2025, an estimated $207K.
  • Kestra Private Wealth Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's Invesco S&P 500 BuyWrite ETF position peaked at $207K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.