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Ransom Advisory’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Ransom Advisory’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
2025
Q4 		$13.6K Buy
+500
New +$13.7K 0.01% 330
2025
Q1 		– Sell
-500
Closed -$13.1K – 336
2024
Q4 		$13.1K Hold
500
– – 0.01% 328
2024
Q3 		$13.8K Hold
500
– – 0.01% 331
2024
Q2 		$13.2K Hold
500
– – 0.01% 330
2024
Q1 		$13.3K Buy
+500
New +$13.3K 0.01% 272

Other funds holding BAB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ransom Advisory's BAB Position: Q4 2025 in Review

Ransom Advisory opened a new position in Invesco Taxable Municipal Bond ETF (BAB) in Q4 2025: 500 shares worth $13.6K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in BAB as recently as Q4 2024.

Ransom Advisory first reported a position in BAB in Q1 2024 and has held it in 5 quarters since. The position peaked at $13.8K in Q3 2024. 197 funds tracked by Wall St. Rank hold BAB as of Q4 2025.

  • Ransom Advisory held 500 shares of Invesco Taxable Municipal Bond ETF worth $13.6K as of Q4 2025.
  • Invesco Taxable Municipal Bond ETF was a new Ransom Advisory position in Q4 2025.
  • Invesco Taxable Municipal Bond ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #330 holding.
  • Ransom Advisory first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • Ransom Advisory's Invesco Taxable Municipal Bond ETF position peaked at $13.8K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.