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Retirement Planning Company of New England’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-712
Closed -$16K – 685
2021
Q4 		$16K Buy
+712
New +$16.9K 0.01% 569

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JWS
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EDRIA
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MLM
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EWM
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ACM
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's PBP Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2022, closing a stake of 712 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in PBP in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 62 funds tracked by Wall St. Rank hold PBP as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 712 Invesco S&P 500 BuyWrite ETF shares in Q1 2022, an estimated $16K.
  • Retirement Planning Company of New England first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco S&P 500 BuyWrite ETF position peaked at $16K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.