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Missouri Trust & Investment Company’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Missouri Trust & Investment Company’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
2024
Q2 		– Sell
-13
Closed -$292 – 410
2024
Q1 		$292 Buy
+13
New +$286 ﹤0.01% 404

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
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Missouri Trust & Investment Company's PBP Position: Q2 2024 in Review

Missouri Trust & Investment Company sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2024, closing a stake of 13 shares — an estimated $292 sold.

Missouri Trust & Investment Company first reported a position in PBP in Q1 2024 and held it in 1 quarter. The position peaked at $292 in Q1 2024. 51 funds tracked by Wall St. Rank hold PBP as of Q2 2024.

  • Missouri Trust & Investment Company reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 13 Invesco S&P 500 BuyWrite ETF shares in Q2 2024, an estimated $292.
  • Missouri Trust & Investment Company first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2024 and held it in 1 quarter.
  • Missouri Trust & Investment Company's Invesco S&P 500 BuyWrite ETF position peaked at $292 in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2024, filed 14 Aug 2024.