Kingsview Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Kingsview Wealth Management’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
2022 Q1	–	Sell	-39,846	Closed	-$921K	–	976
2021 Q4	$921K	Buy	+39,846	New	+$943K	0.04%	429
2021 Q1	–	Sell	-29,726	Closed	-$609K	–	916
2020 Q4	$609K	Buy	+29,726	New	+$589K	0.04%	403
2019 Q1	–	Sell	-35,317	Closed	-$698K	–	512
2018 Q4	$698K	Sell	35,317 -997	-3%	-$21.3K	0.15%	177
2018 Q3	$824K	Sell	36,314 -39,277	-52%	-$880K	0.17%	166
2018 Q2	$1.64M	Sell	75,591 -440	-0.6%	-$9.48K	0.39%	80
2018 Q1	$1.6M	Sell	76,031 -9,625	-11%	-$205K	0.4%	73
2017 Q4	$1.84M	Buy	85,656 +75,728	+763%	+$1.7M	0.66%	36
2017 Q3	$221K	Buy	+9,928	New	+$222K	0.1%	248

Other funds holding PBP

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

MLM

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management's PBP Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2022, closing a stake of 39,846 shares — an estimated $921K sold.

Kingsview Wealth Management first reported a position in PBP in Q3 2017 and held it in 8 quarters. The position peaked at $1.84M in Q4 2017. 62 funds tracked by Wall St. Rank hold PBP as of Q1 2022.

Kingsview Wealth Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2022 after selling out during the quarter.
Kingsview Wealth Management sold 39,846 Invesco S&P 500 BuyWrite ETF shares in Q1 2022, an estimated $921K.
Kingsview Wealth Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2017 and held it in 8 quarters.
Kingsview Wealth Management's Invesco S&P 500 BuyWrite ETF position peaked at $1.84M in Q4 2017.
62 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.