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Laurel Wealth Advisors (California)’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Laurel Wealth Advisors (California)’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
2019
Q3 		– Sell
-9,416
Closed -$204K – 452
2019
Q2 		$204K Buy
+9,416
New +$201K 0.04% 386

Other funds holding PBP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PBP Position: Q3 2019 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2019, closing a stake of 9,416 shares — an estimated $204K sold.

Laurel Wealth Advisors (California) first reported a position in PBP in Q2 2019 and held it in 1 quarter. The position peaked at $204K in Q2 2019. 81 funds tracked by Wall St. Rank hold PBP as of Q3 2019.

  • Laurel Wealth Advisors (California) reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 9,416 Invesco S&P 500 BuyWrite ETF shares in Q3 2019, an estimated $204K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Invesco S&P 500 BuyWrite ETF position peaked at $204K in Q2 2019.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2019, filed 13 Nov 2019.