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Elevation Capital Advisory’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Elevation Capital Advisory’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 		$7.69M Sell
286,420
-24
-0% -$644 2.97% 13
2026
Q1 		$7.72M Buy
+286,444
New +$7.8M 3.29% 4
2024
Q4 		– Sell
-184,250
Closed -$5.08M – 56
2024
Q3 		$5.08M Buy
+184,250
New +$5.02M 2.24% 20

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 $103B AUM 28.65% 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

Elevation Capital Advisory's BAB Position: Q2 2026 in Review

Elevation Capital Advisory reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 0.01% in Q2 2026, selling an estimated $644 and leaving 286,420 shares worth $7.69M. The position accounts for 2.97% of the portfolio, ranked #13.

Elevation Capital Advisory first reported a position in BAB in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.72M in Q1 2026. 180 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Elevation Capital Advisory held 286,420 shares of Invesco Taxable Municipal Bond ETF worth $7.69M as of Q2 2026.
  • Elevation Capital Advisory sold 24 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $644.
  • Invesco Taxable Municipal Bond ETF made up 2.97% of Elevation Capital Advisory's portfolio in Q2 2026, its #13 holding.
  • Elevation Capital Advisory first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Elevation Capital Advisory's Invesco Taxable Municipal Bond ETF position peaked at $7.72M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.