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
2026 Q3	$764K	Buy	+32,774	New	+$761K	0.02%	499
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

United Community Bank Greenville, South Carolina $336M AUM 15.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Mount Lucas Management Newtown, Pennsylvania $333M AUM 24.96% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Smartleaf Asset Management's PBP Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2026: 32,774 shares worth $764K. The stake represents 0.02% of the portfolio and ranks #499 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in PBP as recently as Q2 2025.

Smartleaf Asset Management first reported a position in PBP in Q4 2024 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold PBP as of Q3 2026.

Smartleaf Asset Management held 32,774 shares of Invesco S&P 500 BuyWrite ETF worth $764K as of Q3 2026.
Invesco S&P 500 BuyWrite ETF was a new Smartleaf Asset Management position in Q3 2026.
Invesco S&P 500 BuyWrite ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q3 2026, its #499 holding.
Smartleaf Asset Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.