Ameritas Advisory Services’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-380	Closed	-$10.4K	–	1011
2025 Q3	$10.4K	Hold	380	–	–	﹤0.01%	1643
2025 Q2	$10.1K	Buy	+380	New	+$9.96K	﹤0.01%	2008
2023 Q2	–	Sell	-380	Closed	-$10.2K	–	697
2023 Q1	$10.2K	Buy	+380	New	+$10.1K	﹤0.01%	1882

Other funds holding BAB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's BAB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2025, closing a stake of 380 shares — an estimated $10.4K sold.

Ameritas Advisory Services first reported a position in BAB in Q1 2023 and held it in 3 quarters. The position peaked at $10.4K in Q3 2025. 197 funds tracked by Wall St. Rank hold BAB as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 380 Invesco Taxable Municipal Bond ETF shares in Q4 2025, an estimated $10.4K.
Ameritas Advisory Services first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco Taxable Municipal Bond ETF position peaked at $10.4K in Q3 2025.
197 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.