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Invesco S&p 500 Buywrite Etf shares owned by UMA Financial Services

Quarter-by-quarter ownership of Invesco S&p 500 Buywrite Etf (PBP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 1.3k 22.12
2025-06-30 $29k 1.3k 21.86
2025-03-31 $29k 1.3k 22.17
2024-12-31 $31k 1.3k 23.57
2019-12-31 $230k 11k 21.73
2019-09-30 $311k 14k 22.38