MFP
PBP icon

Meridian Financial Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Meridian Financial Partners’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
2023
Q1 		– Sell
-14,984
Closed -$308K – 49
2022
Q4 		$308K Buy
+14,984
New +$300K 0.35% 40

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Meridian Financial Partners's PBP Position: Q1 2023 in Review

Meridian Financial Partners sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2023, closing a stake of 14,984 shares — an estimated $308K sold.

Meridian Financial Partners first reported a position in PBP in Q4 2022 and held it in 1 quarter. The position peaked at $308K in Q4 2022. 46 funds tracked by Wall St. Rank hold PBP as of Q1 2023.

  • Meridian Financial Partners reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2023 after selling out during the quarter.
  • Meridian Financial Partners sold 14,984 Invesco S&P 500 BuyWrite ETF shares in Q1 2023, an estimated $308K.
  • Meridian Financial Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2022 and held it in 1 quarter.
  • Meridian Financial Partners's Invesco S&P 500 BuyWrite ETF position peaked at $308K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2023.

Based on Meridian Financial Partners's 13F filing for Q1 2023, filed 19 Apr 2023.