Summit Financial’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Summit Financial’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	$201K	Buy	+8,771	New	+$198K	﹤0.01%	1532

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Summit Financial's PBP Position: Q2 2026 in Review

Summit Financial opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2026: 8,771 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1532 among its holdings.

64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Summit Financial held 8,771 shares of Invesco S&P 500 BuyWrite ETF worth $201K as of Q2 2026.
Invesco S&P 500 BuyWrite ETF was a new Summit Financial position in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1532 holding.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.