Omega Financial Group, LLC

Position in PBP — Invesco S&P 500 BuyWrite ETF

CIK 1767982 Santa Barbara, CA

All Filings in PBP

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 PBP	$1,303,237	59,265	+2.2%	Shares	Sole	2026-05-12
2025-12-31 PBP	$1,324,345	58,009	+0.1%	Shares	Sole	2026-01-28
2025-09-30 PBP	$1,281,654	57,941	+0.4%	Shares	Sole	2025-11-12
2025-06-30 PBP	$1,261,234	57,696	-2.0%	Shares	Sole	2025-08-08
2025-03-31 PBP	$1,305,103	58,868	-3.0%	Shares	Sole	2025-05-01
2024-12-31 PBP	$1,429,874	60,665	+0.2%	Shares	Sole	2025-01-15
2024-09-30 PBP	$1,383,236	60,562	-3.4%	Shares	Sole	2024-10-07
2024-06-30 PBP	$1,388,700	62,667	-3.3%	Shares	Sole	2024-07-12
2024-03-31 PBP	$1,456,704	64,800	-0.3%	Shares	Sole	2024-04-18
2023-12-31 PBP	$1,410,109	64,982	-0.1%	Shares	Sole	2024-01-10
2023-09-30 PBP	$1,388,145	65,049	-7.9%	Shares	Sole	2023-10-11
2023-06-30 PBP	$1,562,601	70,642	-2.9%	Shares	Sole	2023-07-12
2023-03-31 PBP	$1,542,109	72,741	-13.9%	Shares	Sole	2023-04-07
2022-12-31 PBP	$1,700,663	84,526	+19.6%	Shares	Sole	2023-02-10
2022-09-30 PBP	$1,336,237	70,663	-17.6%	Shares	Sole	2022-10-14
2022-06-30 PBP	$1,766,586	85,715	+40.3%	Shares	Sole	2022-07-13
2022-03-31 PBP	$1,421,209	61,101	-1.7%	Shares	Sole	2022-04-25
2021-12-31 PBP	$1,437,187	62,189	-1.6%	Shares	Sole	2022-01-24
2021-09-30 PBP	$1,453,335	63,216	-3.6%	Shares	Sole	2021-10-13
2021-06-30 PBP	$1,484,006	65,548	-7.4%	Shares	Sole	2021-08-16
2021-03-31 PBP	$1,532,943	70,773	-3.0%	Shares	Sole	2021-04-19
2020-12-31 PBP	$1,494,499	72,938	-1.6%	Shares	Sole	2021-02-04
2020-09-30 PBP	$1,418,695	74,122	+0.6%	Shares	Sole	2020-10-14
2020-06-30 PBP	$1,336,518	73,678	+6.9%	Shares	Sole	2020-07-09
2020-03-31 PBP	$1,153,131	68,926	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.