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Almanack Investment Partners’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Almanack Investment Partners’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,160
Closed -$30K – 265
2022
Q3 		$30K Buy
+1,160
New +$31.7K 0.01% 325
2018
Q3 		– Sell
-6,243
Closed -$185K – 267
2018
Q2 		$185K Buy
+6,243
New +$185K 0.08% 109

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Almanack Investment Partners's BAB Position: Q4 2022 in Review

Almanack Investment Partners sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2022, closing a stake of 1,160 shares — an estimated $30K sold.

Almanack Investment Partners first reported a position in BAB in Q2 2018 and held it in 2 quarters. The position peaked at $185K in Q2 2018. 177 funds tracked by Wall St. Rank hold BAB as of Q4 2022.

  • Almanack Investment Partners reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,160 Invesco Taxable Municipal Bond ETF shares in Q4 2022, an estimated $30K.
  • Almanack Investment Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2018 and held it in 2 quarters.
  • Almanack Investment Partners's Invesco Taxable Municipal Bond ETF position peaked at $185K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.