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

Mascoma 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
2018 Q3	–	Sell	-18	Closed	–	–	404
2018 Q2	$0	Hold	18	–	–	﹤0.01%	401
2018 Q1	$0	Hold	18	–	–	﹤0.01%	376
2017 Q4	$0	Hold	18	–	–	﹤0.01%	402
2017 Q3	$0	Hold	18	–	–	﹤0.01%	408
2017 Q2	$0	Buy	+18	New	+$401	﹤0.01%	436

Other funds holding PBP

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return