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Cornerstone Planning Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-249
Closed -$6.67K – 1871
2026
Q1 		$6.67K Sell
249
-254
-50% -$6.92K ﹤0.01% 1016
2025
Q4 		$13.7K Buy
+503
New +$13.8K ﹤0.01% 705

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 $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Cornerstone Planning Group's BAB Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q2 2026, closing a stake of 249 shares — an estimated $6.67K sold.

Cornerstone Planning Group first reported a position in BAB in Q4 2025 and held it in 2 quarters. The position peaked at $13.7K in Q4 2025. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Invesco Taxable Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 249 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $6.67K.
  • Cornerstone Planning Group first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Invesco Taxable Municipal Bond ETF position peaked at $13.7K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.