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Rehmann Capital Advisory Group’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Rehmann Capital Advisory Group’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
2022
Q2 		– Sell
-15,269
Closed -$355K – 537
2022
Q1 		$355K Buy
+15,269
New +$345K 0.03% 374

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Rehmann Capital Advisory Group's PBP Position: Q2 2022 in Review

Rehmann Capital Advisory Group sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2022, closing a stake of 15,269 shares — an estimated $355K sold.

Rehmann Capital Advisory Group first reported a position in PBP in Q1 2022 and held it in 1 quarter. The position peaked at $355K in Q1 2022. 59 funds tracked by Wall St. Rank hold PBP as of Q2 2022.

  • Rehmann Capital Advisory Group reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2022 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 15,269 Invesco S&P 500 BuyWrite ETF shares in Q2 2022, an estimated $355K.
  • Rehmann Capital Advisory Group first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2022 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's Invesco S&P 500 BuyWrite ETF position peaked at $355K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.