SSA
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SSA Swiss Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

SSA Swiss Advisors’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
2025
Q4 		$1.08M Sell
39,633
-11,086
-22% -$303K 0.5% 55
2025
Q3 		$1.38M Buy
50,719
+5,533
+12% +$148K 0.64% 50
2025
Q2 		$1.19M Sell
45,186
-4,181
-8% -$110K 0.57% 53
2025
Q1 		$1.32M Buy
+49,367
New +$1.31M 0.67% 51

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 $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SSA Swiss Advisors's BAB Position: Q4 2025 in Review

SSA Swiss Advisors reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 22% in Q4 2025, selling an estimated $303K and leaving 39,633 shares worth $1.08M. The position accounts for 0.5% of the portfolio, ranked #55.

SSA Swiss Advisors first reported a position in BAB in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q3 2025. 197 funds tracked by Wall St. Rank hold BAB as of Q4 2025.

  • SSA Swiss Advisors held 39,633 shares of Invesco Taxable Municipal Bond ETF worth $1.08M as of Q4 2025.
  • SSA Swiss Advisors sold 11,086 Invesco Taxable Municipal Bond ETF shares in Q4 2025, an estimated $303K.
  • Invesco Taxable Municipal Bond ETF made up 0.5% of SSA Swiss Advisors's portfolio in Q4 2025, its #55 holding.
  • SSA Swiss Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • SSA Swiss Advisors's Invesco Taxable Municipal Bond ETF position peaked at $1.38M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.