Plante Moran Financial Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Plante Moran Financial 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
2022 Q3	–	Sell	-40	Closed	-$1K	–	865
2022 Q2	$1K	Buy	+40	New	+$1.12K	﹤0.01%	880
2021 Q4	–	Sell	-3,840	Closed	-$126K	–	1001
2021 Q3	$126K	Buy	+3,840	New	+$129K	0.03%	233
2014 Q4	–	Sell	-2,500	Closed	-$74K	–	806
2014 Q3	$74K	Buy	+2,500	New	+$73.8K	0.06%	199

Other funds holding BAB

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Plante Moran Financial Advisors's BAB Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in BAB in Q3 2014 and held it in 3 quarters. The position peaked at $126K in Q3 2021. 182 funds tracked by Wall St. Rank hold BAB as of Q3 2022.

Plante Moran Financial Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 40 Invesco Taxable Municipal Bond ETF shares in Q3 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's Invesco Taxable Municipal Bond ETF position peaked at $126K in Q3 2021.
182 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.