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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
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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CC
Capstone Capital Henderson, Nevada $175M AUM 22.17% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FORM Wealth Advisors's BAB Position: Q2 2026 in Review

FORM Wealth Advisors increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 1.1% in Q2 2026, buying an estimated $2.87K and bringing the position to 10,158 shares worth $273K. 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 5 quarters since. 26 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • FORM Wealth Advisors held 10,158 shares of Invesco Taxable Municipal Bond ETF worth $273K as of Q2 2026.
  • FORM Wealth Advisors bought 107 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $2.87K.
  • Invesco Taxable Municipal Bond ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q2 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 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.