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Get Institutions for : 
Invesco S&P 500 BuyWrite ETF (PBP)  
$21.86 0.00 (0.00%) as of 4:30 Wed 1/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    4
Total shares held : 
2,079,412  
% of shares held : 
24.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
135,175  
% of shares held change : 
  1.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.69  
Last Quarter's Ending Price : 
$21.86  
Last Quarter's Average Price
$21.83  
Change from last quarter's     
avg. price to the last closing  : 
0.03 (0.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 56,495
 2.72%
 
Increased Positions :
10
 367,637
 17.68%
 
Unchanged Positions :
16
 42,547
 2.05%
 
Decreased Positions :
19
-167,346
-8.05%
 
Closed Positions :
7
-121,611
-5.85%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Edmonds Duncan Registered Investment Advisors LLC 22 - 2024-03-31 168,325 $3,784,000 2,363
   GUARANTY TRUST CO OF MISSOURI /MO/ 249 - 2024-03-31 76,197 $1,713,000 9,811
   CULLEN FROST BANKERS INC 263 - 2024-03-31 73,916 $1,662,000 73,466
   BANK OF AMERICA CORP /DE/ 3757 - 2024-03-31 69,029 $1,552,000 8,456
   Anfield Capital Management LLC 33 - 2024-03-31 61,761 $1,388,000 4,248
   CITADEL ADVISORS LLC 2974 - 2024-03-31 48,590 $1,092,000 48,590
   ENVESTNET ASSET MANAGEMENT INC 3089 - 2024-03-31 39,385 $885,000 1,490
   WELLS FARGO & CO/MN 3126 - 2024-03-31 34,934 $785,000 2,922
   AMERIPRISE FINANCIAL INC 3293 - 2024-03-31 25,297 $569,000 14,768
   MML INVESTORS SERVICES LLC 2010 - 2024-03-31 15,316 $344,000 556
   SRS Capital Advisors Inc. 242 - 2024-03-31 13,668 $307,000 306
   Capital Advisors Ltd. LLC 288 - 2024-03-31 7,700 $173,000 1,578
   Clear Point Advisors Inc. 225 - 2024-03-31 1,578 $35,000 35

  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results