Thrivent Financial for Lutherans’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Thrivent Financial for Lutherans’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 Q1	$2.99M	Buy	136,097 +18,873	+16%	+$428K	0.01%	1175
2025 Q4	$2.68M	Buy	+117,224	New	+$2.65M	﹤0.01%	1274
2025 Q3	–	Sell	-89,568	Closed	-$1.96M	–	2549
2025 Q2	$1.96M	Buy	+89,568	New	+$1.93M	﹤0.01%	1372

Other funds holding PBP

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Thrivent Financial for Lutherans's PBP Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 16% in Q1 2026, buying an estimated $428K and bringing the position to 136,097 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #1175.

Thrivent Financial for Lutherans first reported a position in PBP in Q2 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold PBP as of Q1 2026.

Thrivent Financial for Lutherans held 136,097 shares of Invesco S&P 500 BuyWrite ETF worth $2.99M as of Q1 2026.
Thrivent Financial for Lutherans bought 18,873 Invesco S&P 500 BuyWrite ETF shares in Q1 2026, an estimated $428K.
Invesco S&P 500 BuyWrite ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1175 holding.
Thrivent Financial for Lutherans first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.