WealthPlan Investment Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

WealthPlan Investment 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
2022 Q1	$492K	Buy	+22,328	New	+$504K	0.03%	251

Other funds holding PBP

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

AWS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's PBP Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2022: 22,328 shares worth $492K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings.

62 funds tracked by Wall St. Rank hold PBP as of Q1 2022.

WealthPlan Investment Management held 22,328 shares of Invesco S&P 500 BuyWrite ETF worth $492K as of Q1 2022.
Invesco S&P 500 BuyWrite ETF was a new WealthPlan Investment Management position in Q1 2022.
Invesco S&P 500 BuyWrite ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #251 holding.
62 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.