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

Insight 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 		– Sell
-12,557
Closed -$322K – 317
2022
Q3 		$322K Buy
12,557
+39
+0.3% +$1.07K 0.13% 203
2022
Q2 		$353K Buy
+12,518
New +$350K 0.12% 206

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 $980M AUM 9.86% 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

Insight Advisors's BAB Position: Q4 2022 in Review

Insight Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2022, closing a stake of 12,557 shares — an estimated $322K sold.

Insight Advisors first reported a position in BAB in Q2 2022 and held it in 2 quarters. The position peaked at $353K in Q2 2022. 177 funds tracked by Wall St. Rank hold BAB as of Q4 2022.

  • Insight Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Insight Advisors sold 12,557 Invesco Taxable Municipal Bond ETF shares in Q4 2022, an estimated $322K.
  • Insight Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • Insight Advisors's Invesco Taxable Municipal Bond ETF position peaked at $353K in Q2 2022.
  • 177 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2022.

Based on Insight Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.