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Van Hulzen Asset Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-577
Closed -$13.6K – 862
2024
Q4 		$13.6K Buy
+577
New +$13.3K ﹤0.01% 738

Other funds holding PBP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Van Hulzen Asset Management's PBP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2025, closing a stake of 577 shares — an estimated $13.6K sold.

Van Hulzen Asset Management first reported a position in PBP in Q4 2024 and held it in 1 quarter. The position peaked at $13.6K in Q4 2024. 56 funds tracked by Wall St. Rank hold PBP as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 577 Invesco S&P 500 BuyWrite ETF shares in Q1 2025, an estimated $13.6K.
  • Van Hulzen Asset Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco S&P 500 BuyWrite ETF position peaked at $13.6K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.