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Strategic Blueprint’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-66
Closed -$1K – 1044
2021
Q2 		$1K Buy
+66
New +$1.45K ﹤0.01% 1348

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
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
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Blueprint's PBP Position: Q3 2021 in Review

Strategic Blueprint sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2021, closing a stake of 66 shares — an estimated $1K sold.

Strategic Blueprint first reported a position in PBP in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 52 funds tracked by Wall St. Rank hold PBP as of Q3 2021.

  • Strategic Blueprint reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 66 Invesco S&P 500 BuyWrite ETF shares in Q3 2021, an estimated $1K.
  • Strategic Blueprint first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Invesco S&P 500 BuyWrite ETF position peaked at $1K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.