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Wealthstar Advisors’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

Wealthstar Advisors’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
2020
Q1 		– Sell
-2,937,683
Closed -$632K – 92
2019
Q4 		$632K Buy
+2,937,683
New +$64.7M 0.39% 23

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

Wealthstar Advisors's PBP Position: Q1 2022 in Review

Wealthstar Advisors sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q1 2022, closing a stake of 9,892 shares — an estimated $228K sold.

Wealthstar Advisors first reported a position in PBP in Q2 2018 and held it in 10 quarters. The position peaked at $1M in Q3 2018. 62 funds tracked by Wall St. Rank hold PBP as of Q1 2022.

  • Wealthstar Advisors reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q1 2022 after selling out during the quarter.
  • Wealthstar Advisors sold 9,892 Invesco S&P 500 BuyWrite ETF shares in Q1 2022, an estimated $228K.
  • Wealthstar Advisors first reported a position in Invesco S&P 500 BuyWrite ETF in Q2 2018 and held it in 10 quarters.
  • Wealthstar Advisors's Invesco S&P 500 BuyWrite ETF position peaked at $1M in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q1 2022.

Based on Wealthstar Advisors's 13F filing for Q1 2022, filed 13 May 2022.