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Root Financial Partners’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-1,194
Closed -$32.5K – 3472
2025
Q4 		$32.5K Buy
+1,194
New +$32.7K ﹤0.01% 904

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State of Wisconsin Investment Board
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAM
Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

Root Financial Partners's BAB Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2026, closing a stake of 1,194 shares — an estimated $32.5K sold.

Root Financial Partners first reported a position in BAB in Q4 2025 and held it in 1 quarter. The position peaked at $32.5K in Q4 2025. 186 funds tracked by Wall St. Rank hold BAB as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,194 Invesco Taxable Municipal Bond ETF shares in Q1 2026, an estimated $32.5K.
  • Root Financial Partners first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco Taxable Municipal Bond ETF position peaked at $32.5K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.