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

Avantax 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
2020
Q4 		– Sell
-12,137
Closed -$405K – 962
2020
Q3 		$405K Buy
+12,137
New +$405K 0.01% 888

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Morgan Stanley
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Royal Bank of Canada
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DCM
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PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Avantax Advisory Services's BAB Position: Q4 2020 in Review

Avantax Advisory Services sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2020, closing a stake of 12,137 shares — an estimated $405K sold.

Avantax Advisory Services first reported a position in BAB in Q3 2020 and held it in 1 quarter. The position peaked at $405K in Q3 2020. 185 funds tracked by Wall St. Rank hold BAB as of Q4 2020.

  • Avantax Advisory Services reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 12,137 Invesco Taxable Municipal Bond ETF shares in Q4 2020, an estimated $405K.
  • Avantax Advisory Services first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Invesco Taxable Municipal Bond ETF position peaked at $405K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.