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

OneDigital Investment 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	$212K	Hold	9,630	–	–	﹤0.01%	1378
2025 Q4	$220K	Sell	9,630 -125	-1%	-$2.83K	﹤0.01%	1390
2025 Q3	$216K	Buy	9,755 +515	+6%	+$11.4K	﹤0.01%	1386
2025 Q2	$202K	Buy	+9,240	New	+$199K	﹤0.01%	1385
2018 Q4	–	Sell	-63	Closed	-$1K	–	1247
2018 Q3	$1K	Hold	63	–	–	﹤0.01%	1020
2018 Q2	$1K	Hold	63	–	–	﹤0.01%	1295
2018 Q1	$1K	Hold	63	–	–	﹤0.01%	1292
2017 Q4	$1K	Hold	63	–	–	﹤0.01%	1210
2017 Q3	$1K	Hold	63	–	–	﹤0.01%	1011
2017 Q2	$1K	Buy	+63	New	+$1.41K	﹤0.01%	1203

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

OneDigital Investment Advisors's PBP Position: Q1 2026 in Review

OneDigital Investment Advisors held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q1 2026 at 9,630 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

OneDigital Investment Advisors first reported a position in PBP in Q2 2017 and has held it in 10 quarters since. The position peaked at $220K in Q4 2025. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

OneDigital Investment Advisors held 9,630 shares of Invesco S&P 500 BuyWrite ETF worth $212K as of Q1 2026.
OneDigital Investment 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 OneDigital Investment Advisors's portfolio in Q1 2026, its #1378 holding.
OneDigital Investment Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2017 and has held it in 10 quarters since.
OneDigital Investment Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $220K in Q4 2025.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.