Steward Partners Investment Advisory’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-345	Closed	-$7.63K	–	4433
2025 Q3	$7.63K	Hold	345	–	–	﹤0.01%	3512
2025 Q2	$7.54K	Buy	+345	New	+$7.45K	﹤0.01%	3330
2024 Q3	–	Sell	-2,096	Closed	-$46.4K	–	3825
2024 Q2	$46.4K	Hold	2,096	–	–	﹤0.01%	2144
2024 Q1	$47.1K	Sell	2,096 -776	-27%	-$17.1K	﹤0.01%	2150
2023 Q4	$62.3K	Buy	2,872 +345	+14%	+$7.38K	﹤0.01%	1884
2023 Q3	$53.9K	Hold	2,527	–	–	﹤0.01%	1874
2023 Q2	$55.9K	Hold	2,527	–	–	﹤0.01%	1833
2023 Q1	$53.6K	Hold	2,527	–	–	﹤0.01%	1835
2022 Q4	$50.8K	Sell	2,527 -1,056	-29%	-$21.1K	﹤0.01%	1833
2022 Q3	$68K	Hold	3,583	–	–	﹤0.01%	1649
2022 Q2	$74K	Hold	3,583	–	–	﹤0.01%	1623
2022 Q1	$83K	Buy	3,583 +1,508	+73%	+$34K	﹤0.01%	1681
2021 Q4	$48K	Buy	2,075 +1,479	+248%	+$35K	﹤0.01%	1933
2021 Q3	$14K	Buy	596 +441	+285%	+$10.1K	﹤0.01%	2480
2021 Q2	$4K	Hold	155	–	–	﹤0.01%	6702
2021 Q1	$3.36K	Hold	155	–	–	﹤0.01%	3104
2020 Q4	$3K	Hold	155	–	–	﹤0.01%	2645
2020 Q3	$3K	Hold	155	–	–	﹤0.01%	2513
2020 Q2	$3K	Hold	155	–	–	﹤0.01%	2402
2020 Q1	$2K	Buy	155 +6	+4%	+$121	﹤0.01%	2305
2019 Q4	$3K	Buy	+149	New	+$3.28K	﹤0.01%	2366
2018 Q3	–	Sell	-74	Closed	-$2K	–	2667
2018 Q2	$2K	Hold	74	–	–	﹤0.01%	2240
2018 Q1	$1K	Hold	74	–	–	﹤0.01%	2153
2017 Q4	$1K	Sell	74 -1,780	-96%	-$40K	﹤0.01%	1799
2017 Q3	$41K	Hold	1,854	–	–	﹤0.01%	743
2017 Q2	$41K	Buy	+1,854	New	+$41.4K	﹤0.01%	671

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Steward Partners Investment Advisory's PBP Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q4 2025, closing a stake of 345 shares — an estimated $7.63K sold.

Steward Partners Investment Advisory first reported a position in PBP in Q2 2017 and held it in 26 quarters. The position peaked at $83K in Q1 2022. 54 funds tracked by Wall St. Rank hold PBP as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 345 Invesco S&P 500 BuyWrite ETF shares in Q4 2025, an estimated $7.63K.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2017 and held it in 26 quarters.
Steward Partners Investment Advisory's Invesco S&P 500 BuyWrite ETF position peaked at $83K in Q1 2022.
54 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.