PWM
BAB icon

Paulson Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Paulson Wealth Management’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
2021
Q4 		– Sell
-155,723
Closed -$5.13M – 90
2021
Q3 		$5.13M Buy
155,723
+26,006
+20% +$871K 2.43% 12
2021
Q2 		$4.3M Buy
129,717
+4,021
+3% +$131K 2.08% 13
2021
Q1 		$4.1M Sell
125,696
-1,251
-1% -$41.1K 2.04% 12
2020
Q4 		$4.25M Buy
+126,947
New +$4.2M 2.48% 11

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson Wealth Management's BAB Position: Q4 2021 in Review

Paulson Wealth Management sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2021, closing a stake of 155,723 shares — an estimated $5.13M sold.

Paulson Wealth Management first reported a position in BAB in Q4 2020 and held it in 4 quarters. The position peaked at $5.13M in Q3 2021. 200 funds tracked by Wall St. Rank hold BAB as of Q4 2021.

  • Paulson Wealth Management reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Paulson Wealth Management sold 155,723 Invesco Taxable Municipal Bond ETF shares in Q4 2021, an estimated $5.13M.
  • Paulson Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
  • Paulson Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $5.13M in Q3 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.