SWASL
BAB icon

Spartan Wealth Advisory Services LLC’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.08M Sell
40,387
-7,486
-16% -$201K 0.09% 158
2026
Q1 		$1.29M Buy
+47,873
New +$1.3M 0.11% 136

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 $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Ameriprise
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's BAB Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 16% in Q2 2026, selling an estimated $201K and leaving 40,387 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #158.

Spartan Wealth Advisory Services LLC first reported a position in BAB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.29M in Q1 2026. 174 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 40,387 shares of Invesco Taxable Municipal Bond ETF worth $1.08M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 7,486 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $201K.
  • Invesco Taxable Municipal Bond ETF made up 0.09% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #158 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Invesco Taxable Municipal Bond ETF position peaked at $1.29M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.