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Romano Brothers & Co’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-422
Closed -$10.8K – 354
2022
Q4 		$10.8K Buy
+422
New +$10.8K ﹤0.01% 716

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Romano Brothers & Co's BAB Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2023, closing a stake of 422 shares — an estimated $10.8K sold.

Romano Brothers & Co first reported a position in BAB in Q4 2022 and held it in 1 quarter. The position peaked at $10.8K in Q4 2022. 182 funds tracked by Wall St. Rank hold BAB as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 422 Invesco Taxable Municipal Bond ETF shares in Q1 2023, an estimated $10.8K.
  • Romano Brothers & Co first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco Taxable Municipal Bond ETF position peaked at $10.8K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.