Noven Financial Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Noven Financial Group’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
2020 Q1	$196K	Buy	+11,745	New	+$237K	0.16%	32

Other funds holding PBP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCA

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Noven Financial Group's PBP Position: Q1 2020 in Review

Noven Financial Group opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2020: 11,745 shares worth $196K. The stake represents 0.16% of the portfolio and ranks #32 among its holdings.

79 funds tracked by Wall St. Rank hold PBP as of Q1 2020.

Noven Financial Group held 11,745 shares of Invesco S&P 500 BuyWrite ETF worth $196K as of Q1 2020.
Invesco S&P 500 BuyWrite ETF was a new Noven Financial Group position in Q1 2020.
Invesco S&P 500 BuyWrite ETF made up 0.16% of Noven Financial Group's portfolio in Q1 2020, its #32 holding.
79 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2020.

Based on Noven Financial Group's 13F filing for Q1 2020, filed 1 May 2020.