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Glass Jacobson Investment Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Glass Jacobson Investment 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
2022
Q4 		$2.65K Buy
+103
New +$2.64K ﹤0.01% 646

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
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Glass Jacobson Investment Advisors's BAB Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Invesco Taxable Municipal Bond ETF (BAB) in Q4 2022: 103 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings.

177 funds tracked by Wall St. Rank hold BAB as of Q4 2022.

  • Glass Jacobson Investment Advisors held 103 shares of Invesco Taxable Municipal Bond ETF worth $2.65K as of Q4 2022.
  • Invesco Taxable Municipal Bond ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #646 holding.
  • 177 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.