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Invesco Taxable Municipal Bond otr shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in Invesco Taxable Municipal Bond otr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Taxable Municipal Bond otr held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Taxable Municipal Bond otr by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $361k 13k 26.91
2023-09-30 $208k 8.2k 25.29
2020-12-31 $16k 469 34.12

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding Invesco Taxable Municipal Bond otr

Sontag Advisory
Bank of America Corporation
Bank of New York Mellon
State of Wisconsin Investment Board
Royal Bank of Canada
Pnc Financial Services
Raymond James Financial Services Advisors
Private Ocean
HighTower Advisors
Raymond James & Associates
Wells Fargo & Company
Sumitomo Mitsui Financial
Bank Of Montreal
UBS Group
Conning

View all funds holding Invesco Taxable Municipal Bond otr