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

Medallion Wealth 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
2026
Q1 		$14.6K Hold
543
– – ﹤0.01% 709
2025
Q4 		$14.8K Hold
543
– – 0.01% 691
2025
Q3 		$14.8K Hold
543
– – 0.01% 687
2025
Q2 		$14.4K Hold
543
– – 0.01% 687
2025
Q1 		$14.5K Hold
543
– – 0.01% 625
2024
Q4 		$14.2K Buy
+543
New +$14.5K 0.01% 613

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

Medallion Wealth Advisors's BAB Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco Taxable Municipal Bond ETF (BAB) position steady in Q1 2026 at 543 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Medallion Wealth Advisors first reported a position in BAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.8K in Q3 2025. 187 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Medallion Wealth Advisors held 543 shares of Invesco Taxable Municipal Bond ETF worth $14.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Invesco Taxable Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #709 holding.
  • Medallion Wealth Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Invesco Taxable Municipal Bond ETF position peaked at $14.8K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.