WIM
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WealthPlan Investment Management’s Main BuyWrite ETF BUYW Stock Holding History

WealthPlan Investment Management’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37,706
Closed -$501K – 456
2022
Q4 		$501K Buy
37,706
+899
+2% +$11.2K 0.04% 254
2022
Q3 		$468K Buy
+36,807
New +$447K 0.03% 250

Other funds holding BUYW

MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
Atlas Financial Advisors Oroville, California $64.1M AUM 8.36% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

WealthPlan Investment Management's BUYW Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Main BuyWrite ETF (BUYW) in Q1 2023, closing a stake of 37,706 shares — an estimated $501K sold.

WealthPlan Investment Management first reported a position in BUYW in Q3 2022 and held it in 2 quarters. The position peaked at $501K in Q4 2022. 27 funds tracked by Wall St. Rank hold BUYW as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Main BuyWrite ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 37,706 Main BuyWrite ETF shares in Q1 2023, an estimated $501K.
  • WealthPlan Investment Management first reported a position in Main BuyWrite ETF in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Main BuyWrite ETF position peaked at $501K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.