Savvy Advisors Inc’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Savvy Advisors Inc’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 Q2	$856K	Sell	31,890 -75	-0.2%	-$2.01K	0.02%	575
2026 Q1	$862K	Sell	31,965 -800	-2%	-$21.8K	0.02%	474
2025 Q4	$891K	Sell	32,765 -280	-0.8%	-$7.66K	0.03%	390
2025 Q3	$902K	Sell	33,045 -2,898	-8%	-$77.5K	0.04%	289
2025 Q2	$954K	Buy	35,943 +1,720	+5%	+$45.1K	0.06%	227
2025 Q1	$913K	Buy	34,223 +2,395	+8%	+$63.4K	0.09%	184
2024 Q4	$832K	Buy	+31,828	New	+$852K	0.1%	168

Other funds holding BAB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Savvy Advisors Inc's BAB Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 0.23% in Q2 2026, selling an estimated $2.01K and leaving 31,890 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #575.

Savvy Advisors Inc first reported a position in BAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q2 2025. 180 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

Savvy Advisors Inc held 31,890 shares of Invesco Taxable Municipal Bond ETF worth $856K as of Q2 2026.
Savvy Advisors Inc sold 75 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $2.01K.
Invesco Taxable Municipal Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #575 holding.
Savvy Advisors Inc first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's Invesco Taxable Municipal Bond ETF position peaked at $954K in Q2 2025.
180 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.