Wealthcare Capital Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Wealthcare Capital 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
2017 Q3	–	Sell	-1	Closed	–	–	190
2017 Q2	$0	Buy	+1	New	+$22	﹤0.01%	195

Other funds holding PBP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

FIAS

FinTrust Investment Advisory Services Greenville, South Carolina $109M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Capital Management's PBP Position: Q3 2017 in Review

Wealthcare Capital Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2017, closing a stake of 1 share.

Wealthcare Capital Management first reported a position in PBP in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 71 funds tracked by Wall St. Rank hold PBP as of Q3 2017.

Wealthcare Capital Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2017 after selling out during the quarter.
Wealthcare Capital Management sold 1 Invesco S&P 500 BuyWrite ETF share in Q3 2017.
Wealthcare Capital Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2017 and held it in 1 quarter.
Wealthcare Capital Management's Invesco S&P 500 BuyWrite ETF position peaked at $0 in Q2 2017.
71 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2017.

Based on Wealthcare Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.