NewEdge Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

NewEdge 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
2026 Q1	$704	Hold	32	–	–	﹤0.01%	3950
2025 Q4	$731	Buy	+32	New	+$724	﹤0.01%	4011
2024 Q4	–	Sell	-10	Closed	-$228	–	3989
2024 Q3	$228	Hold	10	–	–	﹤0.01%	3674
2024 Q2	$222	Hold	10	–	–	﹤0.01%	3639
2024 Q1	$225	Hold	10	–	–	﹤0.01%	3663
2023 Q4	$217	Hold	10	–	–	﹤0.01%	3602
2023 Q3	$213	Hold	10	–	–	﹤0.01%	3319
2023 Q2	$221	Hold	10	–	–	﹤0.01%	3377
2023 Q1	$212	Sell	10 -561	-98%	-$11.7K	﹤0.01%	3310
2022 Q4	$11.5K	Buy	+571	New	+$11.4K	﹤0.01%	2327

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

NewEdge Advisors's PBP Position: Q1 2026 in Review

NewEdge Advisors held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q1 2026 at 32 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #3950.

NewEdge Advisors first reported a position in PBP in Q4 2022 and has held it in 10 quarters since. The position peaked at $11.5K in Q4 2022. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

NewEdge Advisors held 32 shares of Invesco S&P 500 BuyWrite ETF worth $704 as of Q1 2026.
NewEdge Advisors left its Invesco S&P 500 BuyWrite ETF share count unchanged in Q1 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3950 holding.
NewEdge Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $11.5K in Q4 2022.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.