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Salem Investment Counselors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Salem Investment Counselors’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 		$12K Hold
525
– – ﹤0.01% 873
2026
Q1 		$11.5K Buy
+525
New +$11.9K ﹤0.01% 852
2025
Q4 		– Sell
-425
Closed -$9.4K – 920
2025
Q3 		$9.4K Hold
425
– – ﹤0.01% 897
2025
Q2 		$9.29K Buy
425
+100
+31% +$2.16K ﹤0.01% 868
2025
Q1 		$7.21K Hold
325
– – ﹤0.01% 882
2024
Q4 		$7.66K Hold
325
– – ﹤0.01% 867
2024
Q3 		$7.42K Buy
325
+100
+44% +$2.24K ﹤0.01% 872
2024
Q2 		$4.99K Buy
+225
New +$4.99K ﹤0.01% 928

Other funds holding PBP

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Salem Investment Counselors's PBP Position: Q2 2026 in Review

Salem Investment Counselors held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q2 2026 at 525 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Salem Investment Counselors first reported a position in PBP in Q2 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

  • Salem Investment Counselors held 525 shares of Invesco S&P 500 BuyWrite ETF worth $12K as of Q2 2026.
  • Salem Investment Counselors left its Invesco S&P 500 BuyWrite ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #873 holding.
  • Salem Investment Counselors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.