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MPWM Advisory Solutions’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

MPWM Advisory Solutions’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
2025
Q2 		– Sell
-941
Closed -$20.9K – 696
2025
Q1 		$20.9K Buy
941
+23
+3% +$537 0.02% 229
2024
Q4 		$21.6K Buy
+918
New +$21.2K 0.02% 233

Other funds holding PBP

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MPWM Advisory Solutions's PBP Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2025, closing a stake of 941 shares — an estimated $20.9K sold.

MPWM Advisory Solutions first reported a position in PBP in Q4 2024 and held it in 2 quarters. The position peaked at $21.6K in Q4 2024. 53 funds tracked by Wall St. Rank hold PBP as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 941 Invesco S&P 500 BuyWrite ETF shares in Q2 2025, an estimated $20.9K.
  • MPWM Advisory Solutions first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Invesco S&P 500 BuyWrite ETF position peaked at $21.6K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.