Ancora Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Ancora Advisors’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
2026 Q1	$40.4K	Hold	1,500	–	–	﹤0.01%	1235
2025 Q4	$40.8K	Hold	1,500	–	–	﹤0.01%	1217
2025 Q3	$40.9K	Hold	1,500	–	–	﹤0.01%	1075
2025 Q2	$39.8K	Hold	1,500	–	–	﹤0.01%	1070
2025 Q1	$40K	Sell	1,500 -10,000	-87%	-$265K	﹤0.01%	1053
2024 Q4	$301K	Hold	11,500	–	–	0.01%	619
2024 Q3	$317K	Hold	11,500	–	–	0.01%	598
2024 Q2	$303K	Hold	11,500	–	–	0.01%	591
2024 Q1	$305K	Hold	11,500	–	–	0.01%	586
2023 Q4	$309K	Sell	11,500 -16,217	-59%	-$415K	0.01%	586
2023 Q3	$701K	Hold	27,717	–	–	0.02%	417
2023 Q2	$736K	Sell	27,717 -169	-0.6%	-$4.51K	0.02%	397
2023 Q1	$750K	Buy	27,886 +6,806	+32%	+$181K	0.02%	393
2022 Q4	$542K	Buy	21,080 +169	+0.8%	+$4.33K	0.02%	471
2022 Q3	$536K	Buy	20,911 +10,911	+109%	+$298K	0.02%	485
2022 Q2	$277K	Buy	+10,000	New	+$279K	0.01%	674

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Ancora Advisors's BAB Position: Q1 2026 in Review

Ancora Advisors held its Invesco Taxable Municipal Bond ETF (BAB) position steady in Q1 2026 at 1,500 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Ancora Advisors first reported a position in BAB in Q2 2022 and has held it in 16 quarters since. The position peaked at $750K in Q1 2023. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

Ancora Advisors held 1,500 shares of Invesco Taxable Municipal Bond ETF worth $40.4K as of Q1 2026.
Ancora Advisors left its Invesco Taxable Municipal Bond ETF share count unchanged in Q1 2026.
Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1235 holding.
Ancora Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Ancora Advisors's Invesco Taxable Municipal Bond ETF position peaked at $750K in Q1 2023.
186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.