Total Clarity Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Total Clarity Wealth Management’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
2022 Q1	–	Sell	-75	Closed	-$2K	–	270
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	899
2021 Q3	$2K	Buy	+75	New	+$2.51K	﹤0.01%	910
2021 Q2	–	Sell	-75	Closed	-$2K	–	235
2021 Q1	$2K	Buy	+75	New	+$2.47K	﹤0.01%	771
2020 Q1	–	Sell	-75	Closed	-$2K	–	129
2019 Q4	$2K	Buy	+75	New	+$2.4K	﹤0.01%	642

Other funds holding BAB

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Clarity Wealth Management's BAB Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2022, closing a stake of 75 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in BAB in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 193 funds tracked by Wall St. Rank hold BAB as of Q1 2022.

Total Clarity Wealth Management reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 75 Invesco Taxable Municipal Bond ETF shares in Q1 2022, an estimated $2K.
Total Clarity Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $2K in Q4 2021.
193 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.