KPP
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Kings Path Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Kings Path Partners’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
2024
Q4 		– Sell
-500
Closed -$11.4K – 303
2024
Q3 		$11.4K Hold
500
– – ﹤0.01% 237
2024
Q2 		$11.1K Buy
+500
New +$11.1K 0.01% 220

Other funds holding PBP

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
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Path Partners's PBP Position: Q4 2024 in Review

Kings Path Partners sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2024, closing a stake of 500 shares — an estimated $11.4K sold.

Kings Path Partners first reported a position in PBP in Q2 2024 and held it in 2 quarters. The position peaked at $11.4K in Q3 2024. 59 funds tracked by Wall St. Rank hold PBP as of Q4 2024.

  • Kings Path Partners reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2024 after selling out during the quarter.
  • Kings Path Partners sold 500 Invesco S&P 500 BuyWrite ETF shares in Q4 2024, an estimated $11.4K.
  • Kings Path Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2024 and held it in 2 quarters.
  • Kings Path Partners's Invesco S&P 500 BuyWrite ETF position peaked at $11.4K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2024.

Based on Kings Path Partners's 13F filing for Q4 2024, filed 6 Jan 2025.