Comprehensive Financial Consultants Institutional’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-105	Closed	-$3K	–	176
2021 Q4	$3K	Buy	+105	New	+$3.47K	﹤0.01%	410

Other funds holding BAB

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's BAB Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2022, closing a stake of 105 shares — an estimated $3K sold.

Comprehensive Financial Consultants Institutional first reported a position in BAB in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 193 funds tracked by Wall St. Rank hold BAB as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 105 Invesco Taxable Municipal Bond ETF shares in Q1 2022, an estimated $3K.
Comprehensive Financial Consultants Institutional first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Invesco Taxable Municipal Bond ETF position peaked at $3K in Q4 2021.
193 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.