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

Wealthcare Advisory 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
-30,147
Closed -$668K – 996
2025
Q1 		$668K Hold
30,147
– – 0.02% 526
2024
Q4 		$711K Buy
30,147
+21,390
+244% +$495K 0.02% 492
2024
Q3 		$200K Sell
8,757
-1,345
-13% -$30.1K 0.01% 841
2024
Q2 		$224K Sell
10,102
-6,036
-37% -$134K 0.01% 756
2024
Q1 		$363K Hold
16,138
– – 0.01% 618
2023
Q4 		$350K Sell
16,138
-4,902
-23% -$105K 0.01% 567
2023
Q3 		$449K Sell
21,040
-2,906
-12% -$63.9K 0.02% 457
2023
Q2 		$530K Sell
23,946
-173
-0.7% -$3.74K 0.02% 437
2023
Q1 		$511K Buy
24,119
+569
+2% +$11.9K 0.02% 455
2022
Q4 		$474K Buy
23,550
+8,161
+53% +$163K 0.02% 436
2022
Q3 		$291K Buy
15,389
+84
+0.5% +$1.74K 0.02% 493
2022
Q2 		$315K Buy
15,305
+799
+6% +$17.4K 0.02% 418
2022
Q1 		$337K Sell
14,506
-1,113
-7% -$25.1K 0.02% 387
2021
Q4 		$361K Sell
15,619
-114
-0.7% -$2.7K 0.02% 399
2021
Q3 		$362K Sell
15,733
-396
-2% -$9.09K 0.02% 372
2021
Q2 		$365K Buy
16,129
+1,500
+10% +$33K 0.02% 375
2021
Q1 		$317K Sell
14,629
-542
-4% -$11.4K 0.02% 378
2020
Q4 		$311K Hold
15,171
– – 0.03% 315
2020
Q3 		$290K Sell
15,171
-159
-1% -$3K 0.03% 277
2020
Q2 		$278K Buy
15,330
+13,524
+749% +$238K 0.03% 252
2020
Q1 		$30K Sell
1,806
-1,122
-38% -$22.6K ﹤0.01% 625
2019
Q4 		$63K Buy
2,928
+429
+17% +$9.45K 0.01% 497
2019
Q3 		$54K Hold
2,499
– – 0.01% 514
2019
Q2 		$54K Hold
2,499
– – 0.01% 483
2019
Q1 		$53K Hold
2,499
– – 0.01% 448
2018
Q4 		$49K Hold
2,499
– – 0.01% 432
2018
Q3 		$57K Hold
2,499
– – 0.01% 440
2018
Q2 		$54K Buy
+2,499
New +$53.9K 0.01% 447

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

Wealthcare Advisory Partners's PBP Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2025, closing a stake of 30,147 shares — an estimated $668K sold.

Wealthcare Advisory Partners first reported a position in PBP in Q2 2018 and held it in 28 quarters. The position peaked at $711K in Q4 2024. 53 funds tracked by Wall St. Rank hold PBP as of Q2 2025.

  • Wealthcare Advisory Partners reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 30,147 Invesco S&P 500 BuyWrite ETF shares in Q2 2025, an estimated $668K.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2018 and held it in 28 quarters.
  • Wealthcare Advisory Partners's Invesco S&P 500 BuyWrite ETF position peaked at $711K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.