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Symmetry Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Symmetry Partners’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
-13,320
Closed -$295K – 155
2025
Q1 		$295K Hold
13,320
– – 0.04% 105
2024
Q4 		$314K Buy
+13,320
New +$308K 0.04% 97

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

Symmetry Partners's PBP Position: Q2 2025 in Review

Symmetry Partners sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2025, closing a stake of 13,320 shares — an estimated $295K sold.

Symmetry Partners first reported a position in PBP in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q4 2024. 53 funds tracked by Wall St. Rank hold PBP as of Q2 2025.

  • Symmetry Partners reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2025 after selling out during the quarter.
  • Symmetry Partners sold 13,320 Invesco S&P 500 BuyWrite ETF shares in Q2 2025, an estimated $295K.
  • Symmetry Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and held it in 2 quarters.
  • Symmetry Partners's Invesco S&P 500 BuyWrite ETF position peaked at $314K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2025.

Based on Symmetry Partners's 13F filing for Q2 2025, filed 17 Jul 2025.