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

Physician Wealth 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	$29.2K	Hold	1,326	–	–	﹤0.01%	525
2025 Q4	$30.3K	Hold	1,326	–	–	﹤0.01%	491
2025 Q3	$29.3K	Hold	1,326	–	–	﹤0.01%	489
2025 Q2	$29K	Hold	1,326	–	–	﹤0.01%	449
2025 Q1	$29.4K	Hold	1,326	–	–	0.01%	424
2024 Q4	$31.3K	Buy	+1,326	New	+$30.7K	0.01%	415
2020 Q1	–	Sell	-10,584	Closed	-$230K	–	116
2019 Q4	$230K	Sell	10,584 -3,315	-24%	-$73K	0.1%	103
2019 Q3	$311K	Buy	+13,899	New	+$301K	0.15%	84

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

Physician Wealth Advisors's PBP Position: Q1 2026 in Review

Physician Wealth Advisors held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q1 2026 at 1,326 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Physician Wealth Advisors first reported a position in PBP in Q3 2019 and has held it in 8 quarters since. The position peaked at $311K in Q3 2019. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

Physician Wealth Advisors held 1,326 shares of Invesco S&P 500 BuyWrite ETF worth $29.2K as of Q1 2026.
Physician Wealth 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 Physician Wealth Advisors's portfolio in Q1 2026, its #525 holding.
Physician Wealth Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2019 and has held it in 8 quarters since.
Physician Wealth Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $311K in Q3 2019.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.