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

Crewe 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
2023
Q4 		– Sell
-718
Closed -$18.2K – 441
2023
Q3 		$18.2K Buy
+718
New +$18.6K ﹤0.01% 205

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.66T AUM 25.57% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Crewe Advisors's BAB Position: Q4 2023 in Review

Crewe Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2023, closing a stake of 718 shares — an estimated $18.2K sold.

Crewe Advisors first reported a position in BAB in Q3 2023 and held it in 1 quarter. The position peaked at $18.2K in Q3 2023. 193 funds tracked by Wall St. Rank hold BAB as of Q4 2023.

  • Crewe Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 718 Invesco Taxable Municipal Bond ETF shares in Q4 2023, an estimated $18.2K.
  • Crewe Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Crewe Advisors's Invesco Taxable Municipal Bond ETF position peaked at $18.2K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.