PFS
GBAB

Prospera Financial Services’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-48
Closed -$1K – 1992
2022
Q1 		$1K Buy
+48
New +$998 ﹤0.01% 2604

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RJA
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Royal Bank of Canada
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Prospera Financial Services's GBAB Position: Q2 2022 in Review

Prospera Financial Services sold out of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) in Q2 2022, closing a stake of 48 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in GBAB in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 62 funds tracked by Wall St. Rank hold GBAB as of Q2 2022.

  • Prospera Financial Services reported no remaining Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 48 Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust position peaked at $1K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.