Mercer Global Advisors
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Mercer Global Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Mercer Global 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
-30,980
Closed -$518K – 1134
2020
Q1 		$518K Buy
+30,980
New +$624K 0.01% 656

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

Mercer Global Advisors's PBP Position: Q2 2020 in Review

Mercer Global Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2020, closing a stake of 30,980 shares — an estimated $518K sold.

Mercer Global Advisors first reported a position in PBP in Q1 2020 and held it in 1 quarter. The position peaked at $518K in Q1 2020. 72 funds tracked by Wall St. Rank hold PBP as of Q2 2020.

  • Mercer Global Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2020 after selling out during the quarter.
  • Mercer Global Advisors sold 30,980 Invesco S&P 500 BuyWrite ETF shares in Q2 2020, an estimated $518K.
  • Mercer Global Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2020 and held it in 1 quarter.
  • Mercer Global Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $518K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2020.

Based on Mercer Global Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.