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Golden State Equity Partners’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Golden State Equity Partners’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
Q1 		$684K Sell
25,356
-5,812
-19% -$158K 0.05% 369
2025
Q4 		$848K Buy
+31,168
New +$852K 0.14% 170

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Golden State Equity Partners's BAB Position: Q1 2026 in Review

Golden State Equity Partners reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 19% in Q1 2026, selling an estimated $158K and leaving 25,356 shares worth $684K. The position accounts for 0.05% of the portfolio, ranked #369.

Golden State Equity Partners first reported a position in BAB in Q4 2025 and has held it in 2 quarters since. The position peaked at $848K in Q4 2025. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Golden State Equity Partners held 25,356 shares of Invesco Taxable Municipal Bond ETF worth $684K as of Q1 2026.
  • Golden State Equity Partners sold 5,812 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $158K.
  • Invesco Taxable Municipal Bond ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #369 holding.
  • Golden State Equity Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Golden State Equity Partners's Invesco Taxable Municipal Bond ETF position peaked at $848K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.