SL
BAB icon

Salomon & Ludwin’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Salomon & Ludwin’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
2024
Q1 		– Sell
-7,814
Closed -$198K – 849
2023
Q4 		$198K Hold
7,814
– – 0.02% 173
2023
Q3 		$198K Buy
+7,814
New +$203K 0.02% 173

Other funds holding BAB

WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salomon & Ludwin's BAB Position: Q1 2024 in Review

Salomon & Ludwin sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2024, closing a stake of 7,814 shares — an estimated $198K sold.

Salomon & Ludwin first reported a position in BAB in Q3 2023 and held it in 2 quarters. The position peaked at $198K in Q4 2023. 202 funds tracked by Wall St. Rank hold BAB as of Q1 2024.

  • Salomon & Ludwin reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 7,814 Invesco Taxable Municipal Bond ETF shares in Q1 2024, an estimated $198K.
  • Salomon & Ludwin first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2023 and held it in 2 quarters.
  • Salomon & Ludwin's Invesco Taxable Municipal Bond ETF position peaked at $198K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.