MML Investors Services
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MML Investors Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

MML Investors Services’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
2026
Q1 		$825K Buy
37,529
+6,537
+21% +$148K ﹤0.01% 1900
2025
Q4 		$708K Buy
30,992
+3,840
+14% +$86.9K ﹤0.01% 2016
2025
Q3 		$601K Buy
27,152
+4,940
+22% +$109K ﹤0.01% 2047
2025
Q2 		$486K Buy
+22,212
New +$479K ﹤0.01% 2119
2024
Q2 		– Sell
-15,316
Closed -$344K – 2541
2024
Q1 		$344K Buy
15,316
+556
+4% +$12.2K ﹤0.01% 2020
2023
Q4 		$320K Buy
+14,760
New +$316K ﹤0.01% 2011
2023
Q3 		– Sell
-11,095
Closed -$245K – 2354
2023
Q2 		$245K Buy
+11,095
New +$240K ﹤0.01% 2047
2023
Q1 		– Sell
-12,133
Closed -$244K – 2204
2022
Q4 		$244K Buy
12,133
+1,291
+12% +$25.8K ﹤0.01% 1905
2022
Q3 		$205K Buy
+10,842
New +$225K ﹤0.01% 1928
2020
Q3 		– Sell
-13,358
Closed -$242K – 1603
2020
Q2 		$242K Sell
13,358
-19,684
-60% -$347K ﹤0.01% 1322
2020
Q1 		$553K Sell
33,042
-215,382
-87% -$4.34M 0.01% 826
2019
Q4 		$5.35M Buy
248,424
+16,172
+7% +$356K 0.08% 249
2019
Q3 		$5.03M Sell
232,252
-16,824
-7% -$365K 0.08% 239
2019
Q2 		$5.4M Buy
249,076
+21,444
+9% +$457K 0.08% 253
2019
Q1 		$4.79M Buy
227,632
+73,789
+48% +$1.52M 0.07% 255
2018
Q4 		$3.04M Buy
153,843
+20,695
+16% +$441K 0.05% 320
2018
Q3 		$3.02M Buy
133,148
+37,047
+39% +$830K 0.05% 329
2018
Q2 		$2.08M Buy
96,101
+1,206
+1% +$26K 0.05% 342
2018
Q1 		$2M Buy
94,895
+57,837
+156% +$1.23M 0.04% 347
2017
Q4 		$795K Buy
37,058
+1,939
+6% +$43.5K 0.02% 627
2017
Q3 		$781K Sell
35,119
-1,402
-4% -$31.4K 0.02% 593
2017
Q2 		$811K Buy
36,521
+628
+2% +$14K 0.02% 584
2017
Q1 		$791K Buy
+35,893
New +$783K 0.02% 326

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MML Investors Services's PBP Position: Q1 2026 in Review

MML Investors Services increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 21% in Q1 2026, buying an estimated $148K and bringing the position to 37,529 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

MML Investors Services first reported a position in PBP in Q1 2017 and has held it in 23 quarters since. The position peaked at $5.4M in Q2 2019. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

  • MML Investors Services held 37,529 shares of Invesco S&P 500 BuyWrite ETF worth $825K as of Q1 2026.
  • MML Investors Services bought 6,537 Invesco S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $148K.
  • Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1900 holding.
  • MML Investors Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2017 and has held it in 23 quarters since.
  • MML Investors Services's Invesco S&P 500 BuyWrite ETF position peaked at $5.4M in Q2 2019.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.