SWM
PBP icon

Spire Wealth Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Spire Wealth 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
2022
Q2 		– Sell
-656
Closed -$15K – 2792
2022
Q1 		$15K Hold
656
– – ﹤0.01% 1903
2021
Q4 		$15K Hold
656
– – ﹤0.01% 2229
2021
Q3 		$15K Sell
656
-386
-37% -$8.86K ﹤0.01% 1968
2021
Q2 		$24K Sell
1,042
-4,932
-83% -$109K ﹤0.01% 1804
2021
Q1 		$129K Buy
+5,974
New +$125K ﹤0.01% 1276

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Spire Wealth Management's PBP Position: Q2 2022 in Review

Spire Wealth Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2022, closing a stake of 656 shares — an estimated $15K sold.

Spire Wealth Management first reported a position in PBP in Q1 2021 and held it in 5 quarters. The position peaked at $129K in Q1 2021. 59 funds tracked by Wall St. Rank hold PBP as of Q2 2022.

  • Spire Wealth Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 656 Invesco S&P 500 BuyWrite ETF shares in Q2 2022, an estimated $15K.
  • Spire Wealth Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Invesco S&P 500 BuyWrite ETF position peaked at $129K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.