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My Personal CFO LLC’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-950
Closed -$24.4K – 135
2022
Q4 		$24.4K Buy
+950
New +$24.3K 0.02% 185

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

My Personal CFO LLC's BAB Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2023, closing a stake of 950 shares — an estimated $24.4K sold.

My Personal CFO LLC first reported a position in BAB in Q4 2022 and held it in 1 quarter. The position peaked at $24.4K in Q4 2022. 182 funds tracked by Wall St. Rank hold BAB as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 950 Invesco Taxable Municipal Bond ETF shares in Q1 2023, an estimated $24.4K.
  • My Personal CFO LLC first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco Taxable Municipal Bond ETF position peaked at $24.4K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.