KWM
BAB icon

Kingsview Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Kingsview Wealth Management’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 		$12M Sell
444,273
-314,713
-41% -$8.57M 0.16% 114
2025
Q4 		$20.6M Buy
758,986
+45,701
+6% +$1.25M 0.3% 63
2025
Q3 		$19.5M Buy
713,285
+372,417
+109% +$9.96M 0.3% 60
2025
Q2 		$9.04M Buy
340,868
+13,299
+4% +$349K 0.15% 141
2025
Q1 		$8.74M Buy
327,569
+30,256
+10% +$801K 0.16% 138
2024
Q4 		$7.77M Sell
297,313
-172,628
-37% -$4.62M 0.15% 150
2024
Q3 		$13M Buy
469,941
+257,701
+121% +$7.02M 0.27% 68
2024
Q2 		$5.6M Buy
212,240
+13,960
+7% +$366K 0.13% 170
2024
Q1 		$5.26M Buy
198,280
+8,023
+4% +$213K 0.13% 172
2023
Q4 		$5.12M Buy
190,257
+34,254
+22% +$877K 0.15% 153
2023
Q3 		$3.95M Sell
156,003
-119,443
-43% -$3.1M 0.14% 170
2023
Q2 		$7.31M Buy
275,446
+5,926
+2% +$158K 0.29% 82
2023
Q1 		$7.24M Buy
269,520
+259,701
+2,645% +$6.91M 0.3% 76
2022
Q4 		$252K Sell
9,819
-129,181
-93% -$3.31M 0.01% 725
2022
Q3 		$3.56M Sell
139,000
-90,913
-40% -$2.48M 0.17% 137
2022
Q2 		$6.37M Buy
229,913
+107,987
+89% +$3.02M 0.3% 81
2022
Q1 		$3.62M Buy
121,926
+98,886
+429% +$3.09M 0.16% 141
2021
Q4 		$759K Sell
23,040
-2,420
-10% -$79.9K 0.03% 475
2021
Q3 		$838K Buy
25,460
+67
+0.3% +$2.25K 0.04% 415
2021
Q2 		$841K Sell
25,393
-27,466
-52% -$896K 0.04% 419
2021
Q1 		$1.7M Buy
52,859
+11,261
+27% +$370K 0.1% 221
2020
Q4 		$1.39M Buy
41,598
+450
+1% +$14.9K 0.1% 211
2020
Q3 		$1.37M Sell
41,148
-23,822
-37% -$796K 0.12% 177
2020
Q2 		$2.14M Sell
64,970
-143,373
-69% -$4.57M 0.21% 117
2020
Q1 		$6.44M Buy
208,343
+53,329
+34% +$1.71M 0.87% 23
2019
Q4 		$4.91M Buy
155,014
+38,265
+33% +$1.22M 0.62% 36
2019
Q3 		$3.78M Buy
116,749
+11,019
+10% +$354K 0.59% 45
2019
Q2 		$3.32M Buy
105,730
+63,510
+150% +$1.95M 0.56% 51
2019
Q1 		$1.28M Buy
42,220
+7,416
+21% +$221K 0.2% 141
2018
Q4 		$1.03M Buy
34,804
+21,376
+159% +$619K 0.23% 131
2018
Q3 		$390K Buy
13,428
+1,375
+11% +$40.5K 0.08% 252
2018
Q2 		$357K Buy
12,053
+245
+2% +$7.26K 0.09% 241
2018
Q1 		$356K Buy
11,808
+3,902
+49% +$116K 0.09% 237
2017
Q4 		$243K Sell
7,906
-16
-0.2% -$488 0.09% 271
2017
Q3 		$241K Buy
+7,922
New +$240K 0.11% 238

Other funds holding BAB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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

Kingsview Wealth Management's BAB Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 41% in Q1 2026, selling an estimated $8.57M and leaving 444,273 shares worth $12M. The position accounts for 0.16% of the portfolio, ranked #114.

Kingsview Wealth Management first reported a position in BAB in Q3 2017 and has held it in 35 quarters since. The position peaked at $20.6M in Q4 2025. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Kingsview Wealth Management held 444,273 shares of Invesco Taxable Municipal Bond ETF worth $12M as of Q1 2026.
  • Kingsview Wealth Management sold 314,713 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $8.57M.
  • Invesco Taxable Municipal Bond ETF made up 0.16% of Kingsview Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Kingsview Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $20.6M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.