Roan Capital Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Roan Capital Partners’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 Q2	$277K	Hold	12,092	–	–	0.23%	63
2026 Q1	$266K	Buy	+12,092	New	+$274K	0.25%	58

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UCB

United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Roan Capital Partners's PBP Position: Q2 2026 in Review

Roan Capital Partners held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q2 2026 at 12,092 shares worth $277K. The position accounts for 0.23% of the portfolio, ranked #63.

Roan Capital Partners first reported a position in PBP in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Roan Capital Partners held 12,092 shares of Invesco S&P 500 BuyWrite ETF worth $277K as of Q2 2026.
Roan Capital Partners left its Invesco S&P 500 BuyWrite ETF share count unchanged in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up 0.23% of Roan Capital Partners's portfolio in Q2 2026, its #63 holding.
Roan Capital Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2026 and has held it in 2 quarters since.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.