Prime Capital Investment Advisors
BAB icon

Prime Capital Investment Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Prime Capital Investment 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
2026
Q2 		$259K Buy
9,665
+465
+5% +$12.5K ﹤0.01% 915
2026
Q1 		$248K Sell
9,200
-25
-0.3% -$681 ﹤0.01% 912
2025
Q4 		$251K Buy
9,225
+235
+3% +$6.43K ﹤0.01% 886
2025
Q3 		$245K Sell
8,990
-900
-9% -$24.1K ﹤0.01% 869
2025
Q2 		$262K Sell
9,890
-3,675
-27% -$96.3K ﹤0.01% 808
2025
Q1 		$362K Buy
13,565
+3,490
+35% +$92.3K ﹤0.01% 774
2024
Q4 		$263K Buy
10,075
+491
+5% +$13.2K ﹤0.01% 767
2024
Q3 		$264K Sell
9,584
-5
-0.1% -$136 ﹤0.01% 773
2024
Q2 		$253K Sell
9,589
-1,020
-10% -$26.8K ﹤0.01% 777
2024
Q1 		$282K Buy
10,609
+2,870
+37% +$76.3K ﹤0.01% 794
2023
Q4 		$208K Sell
7,739
-675
-8% -$17.3K ﹤0.01% 869
2023
Q3 		$213K Hold
8,414
– – ﹤0.01% 671
2023
Q2 		$223K Buy
+8,414
New +$225K ﹤0.01% 679
2023
Q1 		– Sell
-9,445
Closed -$243K – 561
2022
Q4 		$243K Buy
+9,445
New +$242K 0.01% 456

Other funds holding BAB

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Prime Capital Investment Advisors's BAB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Invesco Taxable Municipal Bond ETF (BAB) stake by 5.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 9,665 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Prime Capital Investment Advisors first reported a position in BAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $362K in Q1 2025. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Prime Capital Investment Advisors held 9,665 shares of Invesco Taxable Municipal Bond ETF worth $259K as of Q2 2026.
  • Prime Capital Investment Advisors bought 465 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $12.5K.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #915 holding.
  • Prime Capital Investment Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Invesco Taxable Municipal Bond ETF position peaked at $362K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.