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Invesco S&P 500 BuyWrite ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
51
Lenox Wealth Advisors
New York
$55K -$30.4M -1,364,672 -100%
MCIA
52
Mountain Capital Investment Advisors
Colorado
$52K +$52.1K +2,336 New
AG
53
Advisor Group
Arizona
$43K -$3.95K -177 -8%
Creative Planning
54
Creative Planning
Kansas
$43K +$28.2K +1,266 +186%
SPIA
55
Steward Partners Investment Advisory
New York
$41K +$41.4K +1,854 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$39K
AIP
57
Ameritas Investment Partners
Nebraska
$38K +$4.77K +214 +14%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$31.4K
GRP
59
Global Retirement Partners
California
$29K +$870 +39 +3%
BWM
60
Baystate Wealth Management
Massachusetts
$24K
CFA
61
Camarda Financial Advisors
Florida
$22K
WEC
62
Winslow Evans & Crocker
Massachusetts
$18.2K -$7.38K -331 -29%
TFA
63
Transamerica Financial Advisors
Florida
$1K
OIA
64
OneDigital Investment Advisors
Kansas
$1K +$1.41K +63 New
IWM
65
IHT Wealth Management
Illinois
$1K +$100K +4,492 New
FAM
66
Flaharty Asset Management
Florida
$895 -$971K -43,515 -100%
WI
67
Wintrust Investments
Illinois
-$1.71M -77,378 Closed
CRC
68
Curi RMB Capital
Illinois
-$414K -18,789 Closed
JP Morgan Chase
69
JP Morgan Chase
New York
-$371K -16,832 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$337K -15,286 Closed
HPWM
71
Highland Private Wealth Management
Washington
-$304K -13,800 Closed
FFW
72
Fusion Family Wealth
New York
-$124K -5,615 Closed
RCG
73
Ruggie Capital Group
Florida
-$19K -854 Closed
CFD
74
Creative Financial Designs
Indiana
-$5K -248 Closed
AWMS
75
Advocacy Wealth Management Services
Georgia
-$5K -206 Closed