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

Redhawk 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
2019
Q4 		– Sell
-93,346
Closed -$2.02M – 188
2019
Q3 		$2.02M Buy
+93,346
New +$2.02M 0.87% 34

Other funds holding PBP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Redhawk Wealth Advisors's PBP Position: Q4 2019 in Review

Redhawk Wealth Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2019, closing a stake of 93,346 shares — an estimated $2.02M sold.

Redhawk Wealth Advisors first reported a position in PBP in Q3 2019 and held it in 1 quarter. The position peaked at $2.02M in Q3 2019. 78 funds tracked by Wall St. Rank hold PBP as of Q4 2019.

  • Redhawk Wealth Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2019 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 93,346 Invesco S&P 500 BuyWrite ETF shares in Q4 2019, an estimated $2.02M.
  • Redhawk Wealth Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2019 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $2.02M in Q3 2019.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2019.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2019, filed 25 Feb 2020.