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Destiny Wealth Partners’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-2,240
Closed -$57.6K – 219
2022
Q4 		$57.6K Buy
+2,240
New +$57.4K 0.01% 280

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Destiny Wealth Partners's BAB Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2023, closing a stake of 2,240 shares — an estimated $57.6K sold.

Destiny Wealth Partners first reported a position in BAB in Q4 2022 and held it in 1 quarter. The position peaked at $57.6K in Q4 2022. 182 funds tracked by Wall St. Rank hold BAB as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,240 Invesco Taxable Municipal Bond ETF shares in Q1 2023, an estimated $57.6K.
  • Destiny Wealth Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Destiny Wealth Partners's Invesco Taxable Municipal Bond ETF position peaked at $57.6K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.