We are live on ! Find out more
BAB icon

Invesco Taxable Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$132K -$843K -25,838 -87%
GWM
152
Geneos Wealth Management
Colorado
$132K -$26.2K -802 -17%
CFGS
153
Concourse Financial Group Securities
Alabama
$128K -$11.6K -357 -8%
IA
154
IFP Advisors
Florida
$112K -$7.83K -240 -7%
BEI
155
Benjamin Edwards Inc
Missouri
$95K -$59.9K -1,837 -39%
PWP
156
Personal Wealth Partners
Minnesota
$89K +$87.7K +2,687 New
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$11K -338 -12%
SWM
158
Spire Wealth Management
Virginia
$79K +$261 +8 +0.3%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$76K
RIM
160
Rockbridge Investment Management
New York
$71K
HI
161
Harbour Investments
Wisconsin
$63K
WQ
162
Wealth Quarterback
New Jersey
$62K +$60.3K +1,847 New
TAM
163
Townsend Asset Management
North Carolina
$60K
JP Morgan Chase
164
JP Morgan Chase
New York
$56K
JCM
165
Jacobi Capital Management
Pennsylvania
$47K +$32.8K +1,004 +251%
VC
166
Vestor Capital
Illinois
$44K
CTC
167
Central Trust Company
Missouri
$41K
FRA
168
Front Row Advisors
California
$40K
CT
169
Caldwell Trust
Florida
$38.2K
VCM
170
Versant Capital Management
Arizona
$34K
LWM
171
Liberty Wealth Management
California
$29K -$53.8K -1,650 Closed
ASN
172
Advisory Services Network
Georgia
$27K +$27K +828 New
CH
173
Canton Hathaway
Rhode Island
$25K
AA
174
AlphaMark Advisors
Kentucky
$21K
WWM
175
Wolff Wiese Magana
California
$18K