Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Invesco S&p 500 Buywrite Etf shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Buywrite Etf (PBP) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Invesco S&p 500 Buywrite Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Buywrite Etf held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 Buywrite Etf by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 92k 22.12
2025-06-30 $2.1M 95k 21.86
2025-03-31 $2.5M 111k 22.17
2024-12-31 $2.8M 121k 23.57
2024-09-30 $4.6M 200k 22.84
2024-06-30 $4.4M 200k 22.16
2024-03-31 $4.6M 204k 22.48
2023-12-31 $4.7M 218k 21.70
2023-09-30 $4.2M 198k 21.34
2023-06-30 $4.4M 200k 22.12
2023-03-31 $4.3M 202k 21.20
2022-12-31 $3.4M 170k 20.12
2022-09-30 $2.6M 140k 18.91
2022-06-30 $3.1M 152k 20.61
2022-03-31 $2.4M 105k 23.26
2021-12-31 $2.2M 94k 23.12
2021-09-30 $2.2M 97k 22.99
2021-06-30 $2.2M 97k 22.64
2021-03-31 $2.2M 101k 21.66
2020-12-31 $2.1M 101k 20.49
2020-09-30 $2.1M 111k 19.14
2020-06-30 $2.1M 116k 18.14
2020-03-31 $3.5M 209k 16.73
2019-12-31 $1.6M 73k 21.54
2019-09-30 $1.6M 74k 21.64
2019-06-30 $2.1M 97k 21.69
2019-03-31 $1.1M 51k 21.04
2018-12-31 $715k 36k 19.75

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Invesco S&p 500 Buywrite Etf

Sumitomo Life Insurance
Morgan Stanley
United Community Bank
Advisor Group Holdings
MAI Wealth Advisors
LPL Financial
Creative Planning
Fifth Third Securities
Mount Lucas Management Corporation
Raymond James Financial
Envestnet Asset Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Cullen Frost Bankers
Ameriprise Financial
Wells Fargo & Company

View all funds holding Invesco S&p 500 Buywrite Etf