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M Holdings Securities’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-14,950
Closed -$327K – 159
2025
Q2 		$327K Buy
+14,950
New +$323K 0.06% 144

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

M Holdings Securities's PBP Position: Q3 2025 in Review

M Holdings Securities sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2025, closing a stake of 14,950 shares — an estimated $327K sold.

M Holdings Securities first reported a position in PBP in Q2 2025 and held it in 1 quarter. The position peaked at $327K in Q2 2025. 50 funds tracked by Wall St. Rank hold PBP as of Q3 2025.

  • M Holdings Securities reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 14,950 Invesco S&P 500 BuyWrite ETF shares in Q3 2025, an estimated $327K.
  • M Holdings Securities first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Invesco S&P 500 BuyWrite ETF position peaked at $327K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.