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

Nations 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
2026 Q1	–	Sell	-10,709	Closed	-$291K	–	775
2025 Q4	$291K	Sell	10,709 -1,684	-14%	-$46.1K	0.02%	638
2025 Q3	$338K	Buy	12,393 +19	+0.2%	+$508	0.02%	575
2025 Q2	$328K	Buy	12,374 +430	+4%	+$11.3K	0.02%	542
2025 Q1	$319K	Sell	11,944 -508	-4%	-$13.4K	0.02%	522
2024 Q4	$326K	Buy	12,452 +17	+0.1%	+$455	0.02%	531
2024 Q3	$343K	Sell	12,435 -44	-0.4%	-$1.2K	0.02%	535
2024 Q2	$329K	Buy	12,479 +1,587	+15%	+$41.7K	0.03%	508
2024 Q1	$289K	Sell	10,892 -126	-1%	-$3.35K	0.02%	532
2023 Q4	$296K	Sell	11,018 -1,368	-11%	-$35K	0.03%	518
2023 Q3	$313K	Buy	12,386 +815	+7%	+$21.2K	0.03%	487
2023 Q2	$307K	Buy	+11,571	New	+$309K	0.03%	488

Other funds holding BAB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

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

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

Nations Financial Group's BAB Position: Q1 2026 in Review

Nations Financial Group sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2026, closing a stake of 10,709 shares — an estimated $291K sold.

Nations Financial Group first reported a position in BAB in Q2 2023 and held it in 11 quarters. The position peaked at $343K in Q3 2024. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

Nations Financial Group reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Nations Financial Group sold 10,709 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $291K.
Nations Financial Group first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2023 and held it in 11 quarters.
Nations Financial Group's Invesco Taxable Municipal Bond ETF position peaked at $343K in Q3 2024.
186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.