EWM
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Executive Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Executive Wealth Management’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
2019
Q2 		– Sell
-100
Closed -$3K – 896
2019
Q1 		$3K Buy
+100
New +$2.98K ﹤0.01% 693

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Executive Wealth Management's BAB Position: Q2 2019 in Review

Executive Wealth Management sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in BAB in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 124 funds tracked by Wall St. Rank hold BAB as of Q2 2019.

  • Executive Wealth Management reported no remaining Invesco Taxable Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 100 Invesco Taxable Municipal Bond ETF shares in Q2 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2019 and held it in 1 quarter.
  • Executive Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $3K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.