We are live on ! Find out more
BAB icon

Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
AXS Investments
New York
$1.22M +$1.23M +46,000 New
FWM
77
Forza Wealth Management
Florida
$1.11M
JPLA
78
Joseph P. Lucia & Associates
New York
$1.05M -$145K -5,410 -12%
OC
79
Oppenheimer & Co
New York
$1.03M -$157K -5,895 -13%
NA
80
NewEdge Advisors
Louisiana
$1.02M +$74.4K +2,785 +8%
Cerity Partners
81
Cerity Partners
New York
$942K +$58.2K +2,180 +7%
EBWM
82
Eagle Bluffs Wealth Management
Missouri
$915K +$249K +9,304 +37%
SPC
83
Sigma Planning Corp
Michigan
$882K -$46.2K -1,729 -5%
WT
84
Whittier Trust
California
$856K -$136K -5,075 -14%
FLI
85
Family Legacy Inc
South Carolina
$808K -$53.7K -2,009 -6%
IWM
86
IHT Wealth Management
Illinois
$786K +$49K +1,833 +7%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$754K +$131K +4,907 +21%
GVAG
88
Great Valley Advisor Group
Delaware
$751K +$172K +6,432 +29%
AA
89
Ancora Advisors
Ohio
$736K -$4.51K -169 -0.6%
CW
90
CreativeOne Wealth
Kansas
$712K +$79.9K +2,992 +13%
AWA
91
Arete Wealth Advisors
Illinois
$647K +$651K +24,370 New
GMA
92
Glassy Mountain Advisors
Maryland
$644K +$648K +24,270 New
AFG
93
Alterity Financial Group
Maine
$629K -$2.94K -110 -0.5%
KC
94
Kingfisher Capital
North Carolina
$622K -$52.7K -1,973 -8%
SIC
95
Samalin Investment Counsel
New York
$603K -$87.1K -3,262 -13%
FA
96
Fagan Associates
New York
$582K -$13.2K -495 -2%
ACA
97
Anchor Capital Advisors
Massachusetts
$572K
BCI
98
Brinker Capital Investments
Pennsylvania
$540K +$543K +20,323 New
OPS
99
Orion Portfolio Solutions
Nebraska
$540K +$543K +20,323 New
Renaissance Technologies
100
Renaissance Technologies
New York
$539K -$379K -14,200 -41%