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Sonora Investment Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-391
Closed -$7K – 1849
2020
Q2 		$7K Buy
+391
New +$6.89K ﹤0.01% 1243

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sonora Investment Management's PBP Position: Q3 2020 in Review

Sonora Investment Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2020, closing a stake of 391 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in PBP in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 65 funds tracked by Wall St. Rank hold PBP as of Q3 2020.

  • Sonora Investment Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 391 Invesco S&P 500 BuyWrite ETF shares in Q3 2020, an estimated $7K.
  • Sonora Investment Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's Invesco S&P 500 BuyWrite ETF position peaked at $7K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.