Virginia Estate & Retirement Planning Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$2.92K	Buy	+39	New	+$882	﹤0.01%	162

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

UCB

United Community Bank Greenville, South Carolina $323M AUM 21.07% 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

Virginia Estate & Retirement Planning Advisors's PBP Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2026: 39 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings.

65 funds tracked by Wall St. Rank hold PBP as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 39 shares of Invesco S&P 500 BuyWrite ETF worth $2.92K as of Q2 2026.
Invesco S&P 500 BuyWrite ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Invesco S&P 500 BuyWrite ETF made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #162 holding.
65 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.