United Community Bank’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

United Community Bank’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	$11.4M	Buy	496,225 +14,477	+3%	+$327K	3.51%	3
2026 Q1	$10.6M	Buy	481,748 +1,482	+0.3%	+$33.6K	3.53%	3
2025 Q4	$11M	Sell	480,266 -57,662	-11%	-$1.3M	4.15%	3
2025 Q3	$11.9M	Buy	537,928 +8,690	+2%	+$192K	3.68%	4
2025 Q2	$11.6M	Buy	529,238 +496,193	+1,502%	+$10.7M	3.96%	4
2025 Q1	$733K	Buy	+33,045	New	+$771K	0.27%	90

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

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

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

United Community Bank's PBP Position: Q2 2026 in Review

United Community Bank increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 3% in Q2 2026, buying an estimated $327K and bringing the position to 496,225 shares worth $11.4M. The position accounts for 3.51% of the portfolio, ranked #3.

United Community Bank first reported a position in PBP in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9M in Q3 2025. 64 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

United Community Bank held 496,225 shares of Invesco S&P 500 BuyWrite ETF worth $11.4M as of Q2 2026.
United Community Bank bought 14,477 Invesco S&P 500 BuyWrite ETF shares in Q2 2026, an estimated $327K.
Invesco S&P 500 BuyWrite ETF made up 3.51% of United Community Bank's portfolio in Q2 2026, its #3 holding.
United Community Bank first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2025 and has held it in 6 quarters since.
United Community Bank's Invesco S&P 500 BuyWrite ETF position peaked at $11.9M in Q3 2025.
64 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.