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National Planning Corporation’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,500
Closed -$30.7K – 1629
2014
Q4 		$30.7K Buy
+1,500
New +$31K ﹤0.01% 1512

Other funds holding PBP

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Planning Corporation's PBP Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2015, closing a stake of 1,500 shares — an estimated $30.7K sold.

National Planning Corporation first reported a position in PBP in Q4 2014 and held it in 1 quarter. The position peaked at $30.7K in Q4 2014. 56 funds tracked by Wall St. Rank hold PBP as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,500 Invesco S&P 500 BuyWrite ETF shares in Q1 2015, an estimated $30.7K.
  • National Planning Corporation first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco S&P 500 BuyWrite ETF position peaked at $30.7K in Q4 2014.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.