Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.8K Sell
549
-256
-32% -$6.97K ﹤0.01% 4603
2025
Q4 		$22K Hold
805
– – ﹤0.01% 4108
2025
Q3 		$22K Hold
805
– – ﹤0.01% 4056
2025
Q2 		$21K Buy
805
+342
+74% +$8.96K ﹤0.01% 3864
2025
Q1 		$12K Sell
463
-300
-39% -$7.94K ﹤0.01% 3986
2024
Q4 		$20K Hold
763
– – ﹤0.01% 3424
2024
Q3 		$21K Hold
763
– – ﹤0.01% 3310
2024
Q2 		$20K Buy
763
+305
+67% +$8.01K ﹤0.01% 3101
2024
Q1 		$12K Buy
458
+400
+690% +$10.6K ﹤0.01% 3212
2023
Q4 		$2K Hold
58
– – ﹤0.01% 3777
2023
Q3 		$1K Hold
58
– – ﹤0.01% 3926
2023
Q2 		$2K Hold
58
– – ﹤0.01% 3751
2023
Q1 		$2K Hold
58
– – ﹤0.01% 3615
2022
Q4 		$1K Sell
58
-2,240
-97% -$57.4K ﹤0.01% 3692
2022
Q3 		$59K Hold
2,298
– – ﹤0.01% 1588
2022
Q2 		$64K Hold
2,298
– – ﹤0.01% 1509
2022
Q1 		$68K Hold
2,298
– – ﹤0.01% 1473
2021
Q4 		$76K Buy
+2,298
New +$75.9K ﹤0.01% 1408
2021
Q2 		$76K Hold
2,298
– – ﹤0.01% 1232
2021
Q1 		$76K Hold
2,298
– – ﹤0.01% 1232
2020
Q4 		$76K Hold
2,298
– – ﹤0.01% 1232
2020
Q3 		$76K Hold
2,298
– – ﹤0.01% 1232
2020
Q2 		$76K Hold
2,298
– – ﹤0.01% 1232
2020
Q1 		$76K Hold
2,298
– – ﹤0.01% 1232
2019
Q4 		$76K Hold
2,298
– – ﹤0.01% 1232
2019
Q3 		$76K Hold
2,298
– – ﹤0.01% 1232
2019
Q2 		$76K Hold
2,298
– – ﹤0.01% 1232
2019
Q1 		$76K Buy
+2,298
New +$68.4K ﹤0.01% 1232
2017
Q2 		– Sell
-869
Closed -$26K – 1198
2017
Q1 		$26K Buy
+869
New +$25.4K ﹤0.01% 560

Other funds holding BAB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BAB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 32% in Q1 2026, selling an estimated $6.97K and leaving 549 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4603.

Carson Wealth (CWM LLC) first reported a position in BAB in Q1 2017 and has held it in 29 quarters since. The position peaked at $76K in Q4 2021. 187 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 549 shares of Invesco Taxable Municipal Bond ETF worth $14.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 256 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $6.97K.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4603 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Taxable Municipal Bond ETF position peaked at $76K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.