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Mariner Independent Advisor Network’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Mariner Independent Advisor Network’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
2016
Q3 		– Sell
-12,742
Closed -$264K – 184
2016
Q2 		$264K Buy
+12,742
New +$261K 0.05% 133

Other funds holding PBP

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Independent Advisor Network's PBP Position: Q3 2016 in Review

Mariner Independent Advisor Network sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2016, closing a stake of 12,742 shares — an estimated $264K sold.

Mariner Independent Advisor Network first reported a position in PBP in Q2 2016 and held it in 1 quarter. The position peaked at $264K in Q2 2016. 61 funds tracked by Wall St. Rank hold PBP as of Q3 2016.

  • Mariner Independent Advisor Network reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2016 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 12,742 Invesco S&P 500 BuyWrite ETF shares in Q3 2016, an estimated $264K.
  • Mariner Independent Advisor Network first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2016 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Invesco S&P 500 BuyWrite ETF position peaked at $264K in Q2 2016.
  • 61 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2016.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2016, filed 17 Nov 2016.