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Invesco S&P 500 Buywrite ETF (PBP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
United Community Bank
INCREASED
Shares524,730 from 496,225
Change+28,505 (+6%)
Value$12.2M (+$857.4K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares349,627 from 143,816
Change+205,811 (+143%)
Value$8.1M (+$4.9M)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares265,137 from 222,453
Change+42,684 (+19%)
Value$6.2M (+$1.1M)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares253,281 from 269,867
Change-16,586 (-6%)
Value$5.9M (-$281.0K)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares233,698 from 216,809
Change+16,889 (+8%)
Value$5.4M (+$477.9K)
Filed 2026-11-06
Cullen T Bankers, Inc.
INCREASED
Shares168,796 from 83,378
Change+85,418 (+102%)
Value$3.9M (+$2.0M)
Filed 2026-10-28
Creative Planning
DECREASED
Shares155,086 from 157,604
Change-2,518 (-2%)
Value$3.6M (+$2.8K)
Filed 2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares82,644 from 84,477
Change-1,833 (-2%)
Value$1.9M (-$9.8K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares69,388 from 72,080
Change-2,692 (-4%)
Value$1.6M (-$34.6K)
Filed 2026-10-21
Omega Financial Group, LLC
DECREASED
Shares57,690 from 58,201
Change-511 (-1%)
Value$1.3M (+$10.8K)
Filed 2026-10-29
Central Trust Co
DECREASED
Shares34,908 from 35,738
Change-830 (-2%)
Value$813.0K (-$5.4K)
Filed 2026-11-05
AlphaCentric Advisors LLC
INCREASED
Shares23,771 from 21,627
Change+2,144 (+10%)
Value$553.6K (+$58.4K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares23,405 from 23,404
Change+1 (0%)
Value$545.1K (+$9.2K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares22,947 from 11,777
Change+11,170 (+95%)
Value$534.4K (+$264.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares22,739 from 22,059
Change+680 (+3%)
Value$529.6K (+$24.4K)
Filed 2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED
Shares18,700 from 18,700
Change0 (0%)
Value$428.2K ($0)
Filed 2026-10-16
Prospera Financial Services Inc
NEW
Shares15,788
Change+15,788
Value$363.6K
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares14,851 from 14,117
Change+734 (+5%)
Value$345.9K (+$22.6K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares14,662 from 13,235
Change+1,427 (+11%)
Value$341.5K (+$38.4K)
Filed 2026-10-15
TMB Capital Partners, LLC
INCREASED
Shares13,564 from 12,935
Change+629 (+5%)
Value$315.9K (+$19.7K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares13,166 from 13,313
Change-147 (-1%)
Value$306.6K (+$1.8K)
Filed 2026-10-13
First Citizens Bank & Trust Co
DECREASED
Shares12,900 from 13,225
Change-325 (-2%)
Value$300.4K (-$2.4K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares11,629 from 11,283
Change+346 (+3%)
Value$270.8K (+$12.5K)
Filed 2026-11-06
Truist Financial Corp
NEW
Shares10,971
Change+10,971
Value$255.5K
Filed 2026-10-30
Roan Capital Partners
DECREASED
Shares10,592 from 12,092
Change-1,500 (-12%)
Value$246.7K (-$30.2K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
INCREASED
Shares8,699 from 7,606
Change+1,093 (+14%)
Value$203.0K (+$202.8K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
UNCHANGED
Shares6,981 from 6,981
Change0 (0%)
Value$162.6K (+$2.7K)
Filed 2026-10-30
IAG Wealth Partners, LLC
UNCHANGED
Shares6,917 from 6,917
Change0 (0%)
Value$161.1K (+$2.7K)
Filed 2026-11-06
KFG LLC
NEW
Shares6,197
Change+6,197
Value$144.3K
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$30.9K (+$517)
Filed 2026-10-20
Farther Finance Advisors, LLC
NEW
Shares964
Change+964
Value$22.5K
Filed 2026-10-08
Citigroup Inc
NEW
Shares903
Change+903
Value$21.0K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$13.2K ($0)
Filed 2026-11-06
Heritage Family Offices, LLP
NEW
Shares362
Change+362
Value$8.4K
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares300
Change+300
Value$7.0K
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$3.2K (+$54)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$233 (+$4)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 44,550
Change-44,550 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,715
Change-2,715 (-100%)
Value$0 (-$62.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,811
Change-1,811 (-100%)
Value$0 (-$41.5K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-14
Sumitomo Life Insurance Co
N/A
Shares— from 6,220,000
Change-6,220,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 827,089
Change-827,089 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 512,601
Change-512,601 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 268,775
Change-268,775 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 138,716
Change-138,716 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 124,231
Change-124,231 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 114,786
Change-114,786 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 80,091
Change-80,091 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 71,091
Change-71,091 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 66,263
Change-66,263 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 45,313
Change-45,313 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 41,675
Change-41,675 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27,430
Change-27,430 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,230
Change-18,230 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,317
Change-16,317 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 792
Change-792 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 671
Change-671 (-100%)
Value—
FMR LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Status
United Community Bank
INCREASED524,730496,225+28,505+6%$11.4M$12.2M+$857.4K2026-10-28
Thrivent Financial for Lutherans
INCREASED349,627143,816+205,811+143%$3.3M$8.1M+$4.9M2026-11-05
Fifth Third Securities, Inc.
INCREASED265,137222,453+42,684+19%$5.1M$6.2M+$1.1M2026-10-21
Park Avenue Securities LLC
DECREASED253,281269,867-16,586-6%$6.2M$5.9M-$281.0K2026-10-26
LPL Financial LLC
INCREASED233,698216,809+16,889+8%$5.0M$5.4M+$477.9K2026-11-06
Cullen T Bankers, Inc.
INCREASED168,79683,378+85,418+102%$1.9M$3.9M+$2.0M2026-10-28
Creative Planning
DECREASED155,086157,604-2,518-2%$3.6M$3.6M+$2.8K2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED82,64484,477-1,833-2%$1.9M$1.9M-$9.8K2026-10-27
Assetmark, Inc
DECREASED69,38872,080-2,692-4%$1.7M$1.6M-$34.6K2026-10-21
Omega Financial Group, LLC
DECREASED57,69058,201-511-1%$1.3M$1.3M+$10.8K2026-10-29
Central Trust Co
DECREASED34,90835,738-830-2%$818.4K$813.0K-$5.4K2026-11-05
AlphaCentric Advisors LLC
INCREASED23,77121,627+2,144+10%$495.3K$553.6K+$58.4K2026-11-03
Commonwealth Equity Services, LLC
INCREASED23,40523,404+10%$536.0K$545.1K+$9.2K2026-11-02
Kestra Advisory Services, LLC
INCREASED22,94711,777+11,170+95%$269.7K$534.4K+$264.7K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED22,73922,059+680+3%$505.1K$529.6K+$24.4K2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED18,70018,70000%$428.2K$428.2K$02026-10-16
Prospera Financial Services Inc
NEW15,788—+15,788——$363.6K—2026-11-04
Citizens Financial Group Inc
INCREASED14,85114,117+734+5%$323.3K$345.9K+$22.6K2026-10-23
Atria Investments, Inc
INCREASED14,66213,235+1,427+11%$303.1K$341.5K+$38.4K2026-10-15
TMB Capital Partners, LLC
INCREASED13,56412,935+629+5%$296.2K$315.9K+$19.7K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED13,16613,313-147-1%$304.9K$306.6K+$1.8K2026-10-13
First Citizens Bank & Trust Co
DECREASED12,90013,225-325-2%$302.9K$300.4K-$2.4K2026-10-14
Level Four Advisory Services, LLC
INCREASED11,62911,283+346+3%$258.4K$270.8K+$12.5K2026-11-06
Truist Financial Corp
NEW10,971—+10,971——$255.5K—2026-10-30
Roan Capital Partners
DECREASED10,59212,092-1,500-12%$276.9K$246.7K-$30.2K2026-10-09
Capital Advisors, Ltd. LLC
INCREASED8,6997,606+1,093+14%$174$203.0K+$202.8K2026-10-27
Provenance Wealth Advisors, LLC
UNCHANGED6,9816,98100%$159.9K$162.6K+$2.7K2026-10-30
IAG Wealth Partners, LLC
UNCHANGED6,9176,91700%$158.4K$161.1K+$2.7K2026-11-06
KFG LLC
NEW6,197—+6,197——$144.3K—2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED1,3261,32600%$30.4K$30.9K+$5172026-10-20
Farther Finance Advisors, LLC
NEW964—+964——$22.5K—2026-10-08
Citigroup Inc
NEW903—+903——$21.0K—2026-11-04
Allworth Financial LP
UNCHANGED57857800%$13.2K$13.2K$02026-11-06
Heritage Family Offices, LLP
NEW362—+362——$8.4K—2026-11-02
Lanark Financial, Inc.
NEW300—+300——$7.0K—2026-10-26
Fifth Third Bancorp
UNCHANGED13913900%$3.2K$3.2K+$542026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$229$233+$42026-10-23
Avidian Wealth Enterprises, LLC
CLOSED044,550-44,550-100%$1.0M$0-$1.0M2026-10-08
AdvisorNet Financial, Inc
CLOSED02,715-2,715-100%$62.2K$0-$62.2K2026-10-15
International Assets Investment Management, LLC
CLOSED01,811-1,811-100%$41.5K$0-$41.5K2026-11-02
Salem Investment Counselors Inc
CLOSED0525-525-100%$12.0K$0-$12.0K2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
CLOSED039-39-100%$2.9K$0-$2.9K2026-10-14
Sumitomo Life Insurance Co
N/A—6,220,000-6,220,000-100%$142.4M———
Morgan Stanley
N/A—827,089-827,089-100%$18.9M———
MAI Capital Management
N/A—512,601-512,601-100%$11.7M———
Bank of America Corp
N/A—268,775-268,775-100%$6.2M———
Mount Lucas Management LP
N/A—138,716-138,716-100%$3.2M———
Envestnet Asset Management Inc
N/A—124,231-124,231-100%$2.8M———
Wells Fargo & Company
N/A—114,786-114,786-100%$2.6M———
Ameriprise Financial Inc
N/A—80,091-80,091-100%$1.8M———
Susquehanna International Group, LLP
N/A—71,091-71,091-100%$1.6M———
Raymond James Financial Inc
N/A—66,263-66,263-100%$1.5M———
MML Investors Services, LLC
N/A—45,313-45,313-100%$1.0M———
Royal Bank of Canada
N/A—41,675-41,675-100%$954.0K———
Arax Advisory Partners
N/A—27,430-27,430-100%$628.2K———
Stifel Financial Corp
N/A—20,952-20,952-100%$479.8K———
HighTower Advisors, LLC
N/A—18,230-18,230-100%$417.5K———
Envestnet Portfolio Solutions, Inc.
N/A—16,317-16,317-100%$373.7K———
Citadel Advisors LLC
N/A—11,832-11,832-100%$271.0K———
OneDigital Investment Advisors LLC
N/A—9,630-9,630-100%$220.5K———
Summit Financial, LLC
N/A—8,771-8,771-100%$200.9K———
Rockefeller Capital Management L.P.
N/A—4,989-4,989-100%$114.2K———
Osaic Holdings, Inc.
N/A—1,881-1,881-100%$43.1K———
Founders Financial Alliance, LLC
N/A—1,451-1,451-100%$33.2K———
Strive Financial Group,LLC
N/A—830-830-100%$19.0K———
Ameritas Investment Partners, Inc.
N/A—792-792-100%$18.1K———
Harbour Investments, Inc.
N/A—671-671-100%$15.4K———
FMR LLC
N/A—400-400-100%$9.2K———
BlackRock, Inc.
N/A—118-118-100%$2.7K———
O'shaughnessy Asset Management, LLC
N/A—68-68-100%$1.6K———
NewEdge Advisors, LLC
N/A—32-32-100%$733———
Showing 71 of 71 institutions