AWS
BAB icon

Atria Wealth Solutions’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Atria Wealth Solutions’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
Q2 		$381K Buy
14,355
+549
+4% +$14.4K 0.01% 1051
2025
Q1 		$368K Sell
13,806
-1,216
-8% -$32.2K ﹤0.01% 1364
2024
Q4 		$393K Buy
15,022
+38
+0.3% +$1.02K ﹤0.01% 1395
2024
Q3 		$413K Sell
14,984
-93,844
-86% -$2.56M ﹤0.01% 1336
2024
Q2 		$2.87M Buy
108,828
+81,565
+299% +$2.14M 0.03% 504
2024
Q1 		$724K Buy
27,263
+11,691
+75% +$311K 0.01% 1062
2023
Q4 		$419K Buy
15,572
+80
+0.5% +$2.05K 0.01% 1304
2023
Q3 		$392K Buy
15,492
+302
+2% +$7.84K 0.01% 1253
2023
Q2 		$403K Buy
15,190
+1,326
+10% +$35.4K 0.01% 1265
2023
Q1 		$373K Buy
13,864
+586
+4% +$15.6K 0.01% 1301
2022
Q4 		$341K Sell
13,278
-810
-6% -$20.7K 0.01% 1283
2022
Q3 		$361K Sell
14,088
-10,623
-43% -$290K 0.01% 1193
2022
Q2 		$685K Sell
24,711
-268
-1% -$7.49K 0.01% 849
2022
Q1 		$741K Buy
+24,979
New +$780K 0.01% 862

Other funds holding BAB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Atria Wealth Solutions's BAB Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 4% in Q2 2025, buying an estimated $14.4K and bringing the position to 14,355 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #1051.

Atria Wealth Solutions first reported a position in BAB in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.87M in Q2 2024. 184 funds tracked by Wall St. Rank hold BAB as of Q2 2025.

  • Atria Wealth Solutions held 14,355 shares of Invesco Taxable Municipal Bond ETF worth $381K as of Q2 2025.
  • Atria Wealth Solutions bought 549 Invesco Taxable Municipal Bond ETF shares in Q2 2025, an estimated $14.4K.
  • Invesco Taxable Municipal Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1051 holding.
  • Atria Wealth Solutions first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Taxable Municipal Bond ETF position peaked at $2.87M in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.