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

SVB Wealth’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
Q2 		– Sell
-3,733
Closed -$82.8K – 1278
2025
Q1 		$82.8K Buy
+3,733
New +$87.1K ﹤0.01% 444
2023
Q1 		– Sell
-29,002
Closed -$584K – 1064
2022
Q4 		$584K Buy
29,002
+10,852
+60% +$217K 0.01% 523
2022
Q3 		$343K Buy
+18,150
New +$376K 0.01% 646
2020
Q1 		– Sell
-22,110
Closed -$476K – 663
2019
Q4 		$476K Sell
22,110
-933
-4% -$20.6K 0.01% 417
2019
Q3 		$499K Buy
23,043
+4,662
+25% +$101K 0.01% 376
2019
Q2 		$399K Buy
+18,381
New +$391K 0.01% 408

Other funds holding PBP

Morgan Stanley
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Creative Planning
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVB Wealth's PBP Position: Q2 2025 in Review

SVB Wealth sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2025, closing a stake of 3,733 shares — an estimated $82.8K sold.

SVB Wealth first reported a position in PBP in Q2 2019 and held it in 6 quarters. The position peaked at $584K in Q4 2022. 53 funds tracked by Wall St. Rank hold PBP as of Q2 2025.

  • SVB Wealth reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,733 Invesco S&P 500 BuyWrite ETF shares in Q2 2025, an estimated $82.8K.
  • SVB Wealth first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2019 and held it in 6 quarters.
  • SVB Wealth's Invesco S&P 500 BuyWrite ETF position peaked at $584K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.