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Invesco S&P 500 Buywrite ETF (PBP)

CUSIP: 46137V399 | NYSE | 276 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

United Community Bank524,730
3.6% of portfolio›$12.2M
Thrivent Financial for Lutherans349,627
0.0% of portfolio›$8.1M
Fifth Third Securities, Inc.265,137
0.3% of portfolio›$6.2M
Park Avenue Securities LLC253,281
0.1% of portfolio›$5.9M
Cullen T Bankers, Inc.168,796
0.0% of portfolio›$3.9M
Creative Planning155,086
0.0% of portfolio›$3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management82,644
0.0% of portfolio›$1.9M
Assetmark, Inc69,388
0.0% of portfolio›$1.6M
Omega Financial Group, LLC57,690
0.4% of portfolio›$1.3M
Central Trust Co34,908
0.0% of portfolio›$813.0K
AlphaCentric Advisors LLC23,771
0.5% of portfolio›$553.6K
Commonwealth Equity Services, LLC23,405
0.0% of portfolio›$545.1K
Kestra Advisory Services, LLC22,947
0.0% of portfolio›$534.4K
Concurrent Investment Advisors, LLC22,739
0.0% of portfolio›$529.6K
Willow Creek Capital Management, Inc.18,700
0.4% of portfolio›$428.2K
Prospera Financial Services Inc15,788
0.0% of portfolio›$363.6K
Citizens Financial Group Inc14,851
0.0% of portfolio›$345.9K
Atria Investments, Inc14,662
0.0% of portfolio›$341.5K
TMB Capital Partners, LLC13,564
0.1% of portfolio›$315.9K
Dynamic Advisor Solutions LLC13,166
0.0% of portfolio›$306.6K
First Citizens Bank & Trust Co12,900
0.0% of portfolio›$300.4K
Truist Financial Corp10,971
0.0% of portfolio›$255.5K
Roan Capital Partners10,592
0.2% of portfolio›$246.7K
Capital Advisors, Ltd. LLC8,699
0.1% of portfolio›$203.0K
Provenance Wealth Advisors, LLC6,981
0.0% of portfolio›$162.6K
KFG LLC6,197
0.1% of portfolio›$144.3K
Physician Wealth Advisors, Inc.1,326
0.0% of portfolio›$30.9K
Farther Finance Advisors, LLC964
0.0% of portfolio›$22.5K
Citigroup Inc903
0.0% of portfolio›$21.0K
Heritage Family Offices, LLP362
0.0% of portfolio›$8.4K
Lanark Financial, Inc.300
0.0% of portfolio›$7.0K
Fifth Third Bancorp139
0.0% of portfolio›$3.2K
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$233
StyleTurnoverLocationFiled
United Community Bank
524,730$12.2M3.6%CoreLowGreenville, SC2026-10-28
Thrivent Financial for Lutherans
349,627$8.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Fifth Third Securities, Inc.
265,137$6.2M0.3%ETFLowCincinnati, OH2026-10-21
Park Avenue Securities LLC
253,281$5.9M0.1%ETFMediumNew York, NY2026-10-26
Cullen T Bankers, Inc.
168,796$3.9M0.0%GrowthLowSan Antonio, TX2026-10-28
Creative Planning
155,086$3.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
82,644$1.9M0.0%GrowthVery LowSeattle, WA2026-10-27
Assetmark, Inc
69,388$1.6M0.0%ETFLowConcord, CA2026-10-21
Omega Financial Group, LLC
57,690$1.3M0.4%ETFVery LowSanta Barbara, CA2026-10-29
Central Trust Co
34,908$813.0K0.0%CoreLowJefferson City, MO2026-11-05
AlphaCentric Advisors LLC
23,771$553.6K0.5%CoreHighSan Juan, PR2026-11-03
Commonwealth Equity Services, LLC
23,405$545.1K0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
22,947$534.4K0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
22,739$529.6K0.0%GrowthMediumTampa, FL2026-10-16
Willow Creek Capital Management, Inc.
18,700$428.2K0.4%CoreN/AMissoula, MT2026-10-16
Prospera Financial Services Inc
15,788$363.6K0.0%CoreMediumDallas, TX2026-11-04
Citizens Financial Group Inc
14,851$345.9K0.0%GrowthLowProvidence, RI2026-10-23
Atria Investments, Inc
14,662$341.5K0.0%CoreMediumCharlotte, NC2026-10-15
TMB Capital Partners, LLC
13,564$315.9K0.1%MomentumMediumLittle Rock, AR2026-10-20
Dynamic Advisor Solutions LLC
13,166$306.6K0.0%ETFLowPhoenix, AZ2026-10-13
First Citizens Bank & Trust Co
12,900$300.4K0.0%CoreMediumRaleigh, NC2026-10-14
Truist Financial Corp
10,971$255.5K0.0%CoreLowCharlotte, NC2026-10-30
Roan Capital Partners
10,592$246.7K0.2%ETFMediumJohnson City, TN2026-10-09
Capital Advisors, Ltd. LLC
8,699$203.0K0.1%ETFLowShaker Heights, OH2026-10-27
Provenance Wealth Advisors, LLC
6,981$162.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
KFG LLC
6,197$144.3K0.1%ETFN/ARapid City, SD2026-11-02
Physician Wealth Advisors, Inc.
1,326$30.9K0.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
964$22.5K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
903$21.0K0.0%CoreMediumNew York, NY2026-11-04
Heritage Family Offices, LLP
362$8.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Lanark Financial, Inc.
300$7.0K0.0%CoreMediumBirmingham, AL2026-10-26
Fifth Third Bancorp
139$3.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Dhjj Financial Advisors, Ltd.
10$2330.0%ETFVery LowNaperville, IL2026-10-23