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Peterson Financial Group’s Main BuyWrite ETF BUYW Stock Holding History

Peterson Financial Group’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$14.2K Buy
+1,020
New +$14.1K 0.05% 171

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Peterson Financial Group's BUYW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Main BuyWrite ETF (BUYW) in Q3 2024: 1,020 shares worth $14.2K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

50 funds tracked by Wall St. Rank hold BUYW as of Q3 2024.

  • Peterson Financial Group held 1,020 shares of Main BuyWrite ETF worth $14.2K as of Q3 2024.
  • Main BuyWrite ETF was a new Peterson Financial Group position in Q3 2024.
  • Main BuyWrite ETF made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #171 holding.
  • 50 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.