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MainStreet Investment Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

MainStreet Investment Advisors’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
2020
Q2 		– Sell
-10,408
Closed -$174K – 281
2020
Q1 		$174K Buy
10,408
+28
+0.3% +$564 0.02% 260
2019
Q4 		$223K Buy
+10,380
New +$229K 0.02% 176

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

MainStreet Investment Advisors's PBP Position: Q2 2020 in Review

MainStreet Investment Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2020, closing a stake of 10,408 shares — an estimated $174K sold.

MainStreet Investment Advisors first reported a position in PBP in Q4 2019 and held it in 2 quarters. The position peaked at $223K in Q4 2019. 72 funds tracked by Wall St. Rank hold PBP as of Q2 2020.

  • MainStreet Investment Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 10,408 Invesco S&P 500 BuyWrite ETF shares in Q2 2020, an estimated $174K.
  • MainStreet Investment Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2019 and held it in 2 quarters.
  • MainStreet Investment Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $223K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2020.

Based on MainStreet Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.