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

WealthPLAN 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
2022
Q1 		$492K Buy
22,328
+62
+0.3% +$1.4K 0.03% 251
2021
Q4 		$501K Buy
22,266
+408
+2% +$9.66K 0.03% 252
2021
Q3 		$525K Buy
21,858
+490
+2% +$11.2K 0.03% 250
2021
Q2 		$491K Buy
21,368
+3,528
+20% +$77.7K 0.03% 240
2021
Q1 		$387K Buy
+17,840
New +$375K 0.03% 248

Other funds holding PBP

Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPLAN Partners's PBP Position: Q1 2022 in Review

WealthPLAN Partners increased its Invesco S&P 500 BuyWrite ETF (PBP) stake by 0.28% in Q1 2022, buying an estimated $1.4K and bringing the position to 22,328 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #251.

WealthPLAN Partners first reported a position in PBP in Q1 2021 and has held it in 5 quarters since. The position peaked at $525K in Q3 2021. 62 funds tracked by Wall St. Rank hold PBP as of Q1 2022.

  • WealthPLAN Partners held 22,328 shares of Invesco S&P 500 BuyWrite ETF worth $492K as of Q1 2022.
  • WealthPLAN Partners bought 62 Invesco S&P 500 BuyWrite ETF shares in Q1 2022, an estimated $1.4K.
  • Invesco S&P 500 BuyWrite ETF made up 0.03% of WealthPLAN Partners's portfolio in Q1 2022, its #251 holding.
  • WealthPLAN Partners first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2021 and has held it in 5 quarters since.
  • WealthPLAN Partners's Invesco S&P 500 BuyWrite ETF position peaked at $525K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.