OLVIG
GBAB

Oliver Lagore Vanvalin Investment Group’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio GBAB Stock Details GBAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$4K – 666
2022
Q2 		$4K Buy
+250
New +$4.64K ﹤0.01% 436

Other funds holding GBAB

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GBAB Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q3 2022, closing a stake of 250 shares — an estimated $4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GBAB in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 57 funds tracked by Wall St. Rank hold GBAB as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 250 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q3 2022, an estimated $4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q2 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $4K in Q2 2022.
  • 57 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.