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New England Securities’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

New England Securities’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
2014
Q4 		$7K Buy
+336
New +$6.95K ﹤0.01% 1183

Other funds holding PBP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

New England Securities's PBP Position: Q4 2014 in Review

New England Securities opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2014: 336 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings.

57 funds tracked by Wall St. Rank hold PBP as of Q4 2014.

  • New England Securities held 336 shares of Invesco S&P 500 BuyWrite ETF worth $7K as of Q4 2014.
  • Invesco S&P 500 BuyWrite ETF was a new New England Securities position in Q4 2014.
  • Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1183 holding.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.