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Measured Wealth Private Client Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-199
Closed -$4.4K – 765
2025
Q3 		$4.4K Buy
+199
New +$4.39K ﹤0.01% 608

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Measured Wealth Private Client Group's PBP Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2025, closing a stake of 199 shares — an estimated $4.4K sold.

Measured Wealth Private Client Group first reported a position in PBP in Q3 2025 and held it in 1 quarter. The position peaked at $4.4K in Q3 2025. 54 funds tracked by Wall St. Rank hold PBP as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 199 Invesco S&P 500 BuyWrite ETF shares in Q4 2025, an estimated $4.4K.
  • Measured Wealth Private Client Group first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco S&P 500 BuyWrite ETF position peaked at $4.4K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.