LifePlan Financial Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

LifePlan Financial Group’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
2020 Q3	$4K	Hold	110	–	–	﹤0.01%	489
2020 Q2	$4K	Hold	110	–	–	﹤0.01%	487
2020 Q1	$3K	Hold	110	–	–	﹤0.01%	483
2019 Q4	$3K	Hold	110	–	–	﹤0.01%	490
2019 Q3	$4K	Hold	110	–	–	﹤0.01%	469
2019 Q2	$3K	Hold	110	–	–	﹤0.01%	485
2019 Q1	$3K	Hold	110	–	–	﹤0.01%	485
2018 Q4	$3K	Hold	110	–	–	﹤0.01%	470
2018 Q3	$3K	Hold	110	–	–	﹤0.01%	475
2018 Q2	$3K	Hold	110	–	–	﹤0.01%	457
2018 Q1	$3K	Buy	+110	New	+$3.28K	﹤0.01%	443

Other funds holding BAB

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LifePlan Financial Group's BAB Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Taxable Municipal Bond ETF (BAB) position steady in Q3 2020 at 110 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

LifePlan Financial Group first reported a position in BAB in Q1 2018 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold BAB as of Q3 2020.

LifePlan Financial Group held 110 shares of Invesco Taxable Municipal Bond ETF worth $4K as of Q3 2020.
LifePlan Financial Group left its Invesco Taxable Municipal Bond ETF share count unchanged in Q3 2020.
Invesco Taxable Municipal Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #489 holding.
LifePlan Financial Group first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2018 and has held it in 11 quarters since.
162 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.