William Blair & Company
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William Blair & Company’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

William Blair & Company’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
2025
Q3 		– Sell
-108
Closed -$2.36K – 1890
2025
Q2 		$2.36K Hold
108
– – ﹤0.01% 1799
2025
Q1 		$2.39K Hold
108
– – ﹤0.01% 1772
2024
Q4 		$2.55K Hold
108
– – ﹤0.01% 1788
2024
Q3 		$2.47K Hold
108
– – ﹤0.01% 1801
2024
Q2 		$2.39K Buy
+108
New +$2.39K ﹤0.01% 1797
2022
Q1 		– Sell
-26
Closed -$1K – 1973
2021
Q4 		$1K Buy
+26
New +$615 ﹤0.01% 1957

Other funds holding PBP

SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCB
United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

William Blair & Company's PBP Position: Q3 2025 in Review

William Blair & Company sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2025, closing a stake of 108 shares — an estimated $2.36K sold.

William Blair & Company first reported a position in PBP in Q4 2021 and held it in 6 quarters. The position peaked at $2.55K in Q4 2024. 50 funds tracked by Wall St. Rank hold PBP as of Q3 2025.

  • William Blair & Company reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2025 after selling out during the quarter.
  • William Blair & Company sold 108 Invesco S&P 500 BuyWrite ETF shares in Q3 2025, an estimated $2.36K.
  • William Blair & Company first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2021 and held it in 6 quarters.
  • William Blair & Company's Invesco S&P 500 BuyWrite ETF position peaked at $2.55K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2025.

Based on William Blair & Company's 13F filing for Q3 2025, filed 12 Nov 2025.