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Mountain Capital Investment Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-2,336
Closed -$52K – 315
2017
Q3 		$52K Hold
2,336
– – 0.05% 117
2017
Q2 		$52K Buy
+2,336
New +$52.1K 0.05% 127

Other funds holding PBP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
FIAS
FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Mountain Capital Investment Advisors's PBP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2017, closing a stake of 2,336 shares — an estimated $52K sold.

Mountain Capital Investment Advisors first reported a position in PBP in Q2 2017 and held it in 2 quarters. The position peaked at $52K in Q3 2017. 83 funds tracked by Wall St. Rank hold PBP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,336 Invesco S&P 500 BuyWrite ETF shares in Q4 2017, an estimated $52K.
  • Mountain Capital Investment Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $52K in Q3 2017.
  • 83 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.