Northwestern Mutual Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Northwestern Mutual Wealth Management’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
2019 Q2	–	Sell	-1,085	Closed	-$23K	–	2652
2019 Q1	$23K	Buy	1,085 +1,076	+11,956%	+$22.1K	﹤0.01%	1657
2018 Q4	$0	Buy	+9	New	+$192	﹤0.01%	2583
2018 Q1	–	Sell	-1,320	Closed	-$28K	–	2368
2017 Q4	$28K	Buy	+1,320	New	+$29.6K	﹤0.01%	1391
2014 Q1	–	Sell	-714	Closed	-$15K	–	1413
2013 Q4	$15K	Buy	+714	New	+$14.8K	﹤0.01%	841

Other funds holding PBP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's PBP Position: Q2 2019 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2019, closing a stake of 1,085 shares — an estimated $23K sold.

Northwestern Mutual Wealth Management first reported a position in PBP in Q4 2013 and held it in 4 quarters. The position peaked at $28K in Q4 2017. 81 funds tracked by Wall St. Rank hold PBP as of Q2 2019.

Northwestern Mutual Wealth Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2019 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1,085 Invesco S&P 500 BuyWrite ETF shares in Q2 2019, an estimated $23K.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2013 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Invesco S&P 500 BuyWrite ETF position peaked at $28K in Q4 2017.
81 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.