Prospera Financial Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Prospera Financial Services’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 Q3	$364K	Buy	+15,788	New	+$366K	﹤0.01%	1186
2022 Q2	–	Sell	-200	Closed	-$5K	–	2308
2022 Q1	$5K	Buy	+200	New	+$4.52K	﹤0.01%	2275
2019 Q1	–	Sell	-29,239	Closed	-$583K	–	408
2018 Q4	$583K	Buy	29,239 +2,130	+8%	+$45.4K	0.12%	174
2018 Q3	$611K	Sell	27,109 -19,286	-42%	-$432K	0.11%	185
2018 Q2	$1.01M	Buy	46,395 +4,237	+10%	+$91.3K	0.14%	137
2018 Q1	$889K	Buy	42,158 +32,193	+323%	+$687K	0.12%	156
2017 Q4	$215K	Buy	+9,965	New	+$224K	0.03%	364

Other funds holding PBP

United Community Bank Greenville, South Carolina $336M AUM 15.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $323M AUM 8.37% 1-Year Est. Return

Prospera Financial Services's PBP Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2026: 15,788 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in PBP as recently as Q1 2022.

Prospera Financial Services first reported a position in PBP in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2018. 38 funds tracked by Wall St. Rank hold PBP as of Q3 2026.

Prospera Financial Services held 15,788 shares of Invesco S&P 500 BuyWrite ETF worth $364K as of Q3 2026.
Invesco S&P 500 BuyWrite ETF was a new Prospera Financial Services position in Q3 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1186 holding.
Prospera Financial Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2017 and has held it in 7 quarters since.
Prospera Financial Services's Invesco S&P 500 BuyWrite ETF position peaked at $1.01M in Q2 2018.
38 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.