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Invesco S&P 500 BuyWrite ETF
PBP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AlphaCentric Advisors
Puerto Rico
$393K -$10.9K -473 -3%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$362K -$9.09K -396 -2%
FAM
28
Flaharty Asset Management
Florida
$353K -$11.5K -500 -3%
BPM
29
Bowling Portfolio Management
Ohio
$339K – – –
CAL
30
Capital Advisors Ltd
Ohio
$282K -$10.3K -450 -4%
BTWM
31
Baker Tilly Wealth Management
Wisconsin
$266K – – –
AAP
32
Arax Advisory Partners
Colorado
$255K +$757 +33 +0.3%
WA
33
Wealthstar Advisors
Texas
$227K – – –
CTC
34
Central Trust Company
Missouri
$197K +$5.1K +222 +3%
TPCW
35
TD Private Client Wealth
New York
$156K +$155K +6,771 New
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$112K -$14.3K -623 -11%
CFB
37
Cullen/Frost Bankers
Texas
$72K +$115 +5 +0.2%
HWMA
38
Heritage Wealth Management (Arizona)
Arizona
$61K -$5.95K -259 -9%
UBS Group
39
UBS Group
Switzerland
$56K -$110K -4,783 -66%
FCA
40
FinTrust Capital Advisors
South Carolina
$30K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$27K +$7.32K +319 +37%
TWM
42
Tradition Wealth Management
Minnesota
$26K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$18K – – –
AF
44
Advisornet Financial
Minnesota
$15K -$65.4K -2,851 -81%
SWM
45
Spire Wealth Management
Virginia
$15K -$8.86K -386 -37%
SPIA
46
Steward Partners Investment Advisory
New York
$14K +$10.1K +441 +285%
IA
47
IFP Advisors
Florida
$12K -$895 -39 -7%
GWM
48
Geneos Wealth Management
Colorado
$11K – – –
LWA
49
Lenox Wealth Advisors
New York
$9K -$26.8K -1,167 -74%
APWA
50
Atlas Private Wealth Advisors
New Jersey
$9K +$23 +1 +0.3%
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