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BUYW icon

WealthPLAN Partners’s Main BuyWrite ETF BUYW Stock Holding History

WealthPLAN Partners’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
2025
Q3 		– Sell
-267,995
Closed -$3.76M – 254
2025
Q2 		$3.76M Buy
267,995
+36,295
+16% +$498K 0.61% 41
2025
Q1 		$3.18M Buy
231,700
+54,589
+31% +$761K 0.45% 70
2024
Q4 		$2.47M Buy
177,111
+129,743
+274% +$1.81M 0.35% 78
2024
Q3 		$660K Buy
47,368
+1,703
+4% +$23.5K 0.09% 151
2024
Q2 		$627K Buy
45,665
+2,600
+6% +$35.6K 0.07% 182
2024
Q1 		$589K Buy
43,065
+2,116
+5% +$28.6K 0.06% 191
2023
Q4 		$552K Buy
40,949
+1,860
+5% +$24.9K 0.06% 210
2023
Q3 		$520K Buy
39,089
+380
+1% +$5.12K 0.06% 196
2023
Q2 		$523K Buy
38,709
+919
+2% +$12.3K 0.07% 184
2023
Q1 		$500K Buy
37,790
+90
+0.2% +$1.18K 0.06% 196
2022
Q4 		$501K Buy
+37,700
New +$468K 0.04% 254

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

WealthPLAN Partners's BUYW Position: Q3 2025 in Review

WealthPLAN Partners sold out of Main BuyWrite ETF (BUYW) in Q3 2025, closing a stake of 267,995 shares — an estimated $3.76M sold.

WealthPLAN Partners first reported a position in BUYW in Q4 2022 and held it in 11 quarters. The position peaked at $3.76M in Q2 2025. 67 funds tracked by Wall St. Rank hold BUYW as of Q3 2025.

  • WealthPLAN Partners reported no remaining Main BuyWrite ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 267,995 Main BuyWrite ETF shares in Q3 2025, an estimated $3.76M.
  • WealthPLAN Partners first reported a position in Main BuyWrite ETF in Q4 2022 and held it in 11 quarters.
  • WealthPLAN Partners's Main BuyWrite ETF position peaked at $3.76M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.