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Wealthspire Advisors (New York)’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Wealthspire Advisors (New York)’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 		$4.66M Sell
173,794
-6,704
-4% -$180K 0.03% 273
2026
Q1 		$4.87M Sell
180,498
-7,288
-4% -$198K 0.04% 165
2025
Q4 		$5.11M Sell
187,786
-13,111
-7% -$359K 0.04% 160
2025
Q3 		$5.48M Sell
200,897
-15,214
-7% -$407K 0.03% 156
2025
Q2 		$5.73M Sell
216,111
-28,197
-12% -$739K 0.03% 150
2025
Q1 		$6.52M Sell
244,308
-67,803
-22% -$1.79M 0.04% 145
2024
Q4 		$8.16M Sell
312,111
-110,052
-26% -$2.95M 0.08% 117
2024
Q3 		$11.6M Sell
422,163
-89,353
-17% -$2.43M 0.12% 88
2024
Q2 		$13.5M Sell
511,516
-2,779,822
-84% -$73M 0.17% 62
2024
Q1 		$87.4M Buy
3,291,338
+241,974
+8% +$6.43M 1.17% 16
2023
Q4 		$82.1M Buy
3,049,364
+294,054
+11% +$7.53M 1.17% 16
2023
Q3 		$69.7M Buy
2,755,310
+176,288
+7% +$4.58M 1.15% 17
2023
Q2 		$68.5M Buy
2,579,022
+236,042
+10% +$6.31M 1.12% 17
2023
Q1 		$63M Buy
2,342,980
+337,146
+17% +$8.97M 1.08% 20
2022
Q4 		$51.6M Buy
2,005,834
+260,386
+15% +$6.67M 0.94% 22
2022
Q3 		$44.8M Buy
1,745,448
+304,690
+21% +$8.32M 0.94% 22
2022
Q2 		$39.9M Sell
1,440,758
-36,201
-2% -$1.01M 0.83% 24
2022
Q1 		$43.8M Buy
1,476,959
+6,614
+0.4% +$206K 0.99% 15
2021
Q4 		$48.5M Buy
1,470,345
+286,651
+24% +$9.46M 1.07% 16
2021
Q3 		$39M Buy
1,183,694
+86,312
+8% +$2.89M 0.81% 24
2021
Q2 		$36.4M Buy
1,097,382
+73,211
+7% +$2.39M 0.96% 17
2021
Q1 		$32.8M Buy
1,024,171
+95,957
+10% +$3.15M 0.78% 21
2020
Q4 		$31.1M Buy
928,214
+93,467
+11% +$3.1M 0.93% 20
2020
Q3 		$27.8M Buy
834,747
+251,732
+43% +$8.41M 1.66% 14
2020
Q2 		$19.2M Buy
583,015
+75,188
+15% +$2.4M 1.34% 14
2020
Q1 		$15.7M Buy
507,827
+241,443
+91% +$7.75M 0.66% 26
2019
Q4 		$8.44M Buy
266,384
+9,544
+4% +$305K 0.61% 19
2019
Q3 		$8.32M Buy
256,840
+88,952
+53% +$2.86M 0.68% 18
2019
Q2 		$5.28M Buy
+167,888
New +$5.16M 0.46% 20

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 $104B AUM 28.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealthspire Advisors (New York)'s BAB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 3.7% in Q2 2026, selling an estimated $180K and leaving 173,794 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #273.

Wealthspire Advisors (New York) first reported a position in BAB in Q2 2019 and has held it in 29 quarters since. The position peaked at $87.4M in Q1 2024. 179 funds tracked by Wall St. Rank hold BAB as of Q2 2026.

  • Wealthspire Advisors (New York) held 173,794 shares of Invesco Taxable Municipal Bond ETF worth $4.66M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 6,704 Invesco Taxable Municipal Bond ETF shares in Q2 2026, an estimated $180K.
  • Invesco Taxable Municipal Bond ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #273 holding.
  • Wealthspire Advisors (New York) first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Invesco Taxable Municipal Bond ETF position peaked at $87.4M in Q1 2024.
  • 179 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.