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Smartleaf Asset Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Smartleaf Asset Management’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
2025
Q3 		– Sell
-492
Closed -$10.8K – 3057
2025
Q2 		$10.8K Buy
492
+331
+206% +$7.14K ﹤0.01% 1812
2025
Q1 		$3.56K Buy
161
+128
+388% +$2.99K ﹤0.01% 2314
2024
Q4 		$778 Buy
+33
New +$763 ﹤0.01% 2712

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Smartleaf Asset Management's PBP Position: Q3 2025 in Review

Smartleaf Asset Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2025, closing a stake of 492 shares — an estimated $10.8K sold.

Smartleaf Asset Management first reported a position in PBP in Q4 2024 and held it in 3 quarters. The position peaked at $10.8K in Q2 2025. 50 funds tracked by Wall St. Rank hold PBP as of Q3 2025.

  • Smartleaf Asset Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 492 Invesco S&P 500 BuyWrite ETF shares in Q3 2025, an estimated $10.8K.
  • Smartleaf Asset Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and held it in 3 quarters.
  • Smartleaf Asset Management's Invesco S&P 500 BuyWrite ETF position peaked at $10.8K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2025.

Based on Smartleaf Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.