WT
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Whittier Trust’s Main BuyWrite ETF BUYW Stock Holding History

Whittier Trust’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
2024
Q2 		– Sell
-14,905
Closed -$204K – 1527
2024
Q1 		$204K Hold
14,905
– – ﹤0.01% 644
2023
Q4 		$201K Buy
+14,905
New +$199K ﹤0.01% 641

Other funds holding BUYW

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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Whittier Trust's BUYW Position: Q2 2024 in Review

Whittier Trust sold out of Main BuyWrite ETF (BUYW) in Q2 2024, closing a stake of 14,905 shares — an estimated $204K sold.

Whittier Trust first reported a position in BUYW in Q4 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2024. 50 funds tracked by Wall St. Rank hold BUYW as of Q2 2024.

  • Whittier Trust reported no remaining Main BuyWrite ETF position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 14,905 Main BuyWrite ETF shares in Q2 2024, an estimated $204K.
  • Whittier Trust first reported a position in Main BuyWrite ETF in Q4 2023 and held it in 2 quarters.
  • Whittier Trust's Main BuyWrite ETF position peaked at $204K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.