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V Wealth Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

V Wealth 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
2020
Q4 		– Sell
-11,861
Closed -$396K – 380
2020
Q3 		$396K Buy
+11,861
New +$396K 0.27% 94

Other funds holding BAB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

V Wealth Advisors's BAB Position: Q4 2020 in Review

V Wealth Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2020, closing a stake of 11,861 shares — an estimated $396K sold.

V Wealth Advisors first reported a position in BAB in Q3 2020 and held it in 1 quarter. The position peaked at $396K in Q3 2020. 185 funds tracked by Wall St. Rank hold BAB as of Q4 2020.

  • V Wealth Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • V Wealth Advisors sold 11,861 Invesco Taxable Municipal Bond ETF shares in Q4 2020, an estimated $396K.
  • V Wealth Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • V Wealth Advisors's Invesco Taxable Municipal Bond ETF position peaked at $396K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2020.

Based on V Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.