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

Clearview Wealth 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
2021
Q4 		– Sell
-200
Closed -$7K – 694
2021
Q3 		$7K Hold
200
– – ﹤0.01% 459
2021
Q2 		$7K Sell
200
-990
-83% -$32.3K ﹤0.01% 470
2021
Q1 		$38K Buy
1,190
+270
+29% +$8.88K 0.02% 255
2020
Q4 		$31K Buy
+920
New +$30.5K 0.02% 248

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's BAB Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2021, closing a stake of 200 shares — an estimated $7K sold.

Clearview Wealth Advisors first reported a position in BAB in Q4 2020 and held it in 4 quarters. The position peaked at $38K in Q1 2021. 200 funds tracked by Wall St. Rank hold BAB as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 200 Invesco Taxable Municipal Bond ETF shares in Q4 2021, an estimated $7K.
  • Clearview Wealth Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Invesco Taxable Municipal Bond ETF position peaked at $38K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.