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

FORM Wealth 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
2026 Q3	$260K	Buy	10,277 +119	+1%	+$3.13K	0.03%	50
2026 Q2	$273K	Buy	10,158 +107	+1%	+$2.87K	0.03%	50
2026 Q1	$271K	Buy	10,051 +101	+1%	+$2.75K	0.03%	51
2025 Q4	$271K	Buy	+9,950	New	+$272K	0.03%	49
2025 Q2	$259K	Buy	9,752 +99	+1%	+$2.6K	0.03%	54
2025 Q1	$258K	Buy	+9,653	New	+$255K	0.04%	51

Other funds holding BAB

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return

TI-Trust Quincy, Illinois $181M AUM 29.57% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

KLCM

KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FORM Wealth Advisors's BAB Position: Q3 2026 in Review

FORM Wealth Advisors increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 1.2% in Q3 2026, buying an estimated $3.13K and bringing the position to 10,277 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #50.

FORM Wealth Advisors first reported a position in BAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q2 2026. 31 funds tracked by Wall St. Rank hold BAB as of Q3 2026.

FORM Wealth Advisors held 10,277 shares of Invesco Taxable Municipal Bond ETF worth $260K as of Q3 2026.
FORM Wealth Advisors bought 119 Invesco Taxable Municipal Bond ETF shares in Q3 2026, an estimated $3.13K.
Invesco Taxable Municipal Bond ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #50 holding.
FORM Wealth Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Invesco Taxable Municipal Bond ETF position peaked at $273K in Q2 2026.
31 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.