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Sumitomo Life Insurance’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Sumitomo Life Insurance’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
Q2 		$142M Hold
6,220,000
– – 2.33% 5
2026
Q1 		$137M Hold
6,220,000
– – 3.21% 4
2025
Q4 		$142M Hold
6,220,000
– – 3.89% 4
2025
Q3 		$138M Buy
+6,220,000
New +$137M 4.27% 4

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $323M AUM 21.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Sumitomo Life Insurance's PBP Position: Q2 2026 in Review

Sumitomo Life Insurance held its Invesco S&P 500 BuyWrite ETF (PBP) position steady in Q2 2026 at 6,220,000 shares worth $142M. The position accounts for 2.33% of the portfolio, ranked #5.

Sumitomo Life Insurance first reported a position in PBP in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

  • Sumitomo Life Insurance held 6,220,000 shares of Invesco S&P 500 BuyWrite ETF worth $142M as of Q2 2026.
  • Sumitomo Life Insurance left its Invesco S&P 500 BuyWrite ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 BuyWrite ETF made up 2.33% of Sumitomo Life Insurance's portfolio in Q2 2026, its #5 holding.
  • Sumitomo Life Insurance first reported a position in Invesco S&P 500 BuyWrite ETF in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.