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Invesco Taxable Municipal Bond otr shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $359k 14k 25.29
2023-06-30 $215k 8.1k 26.55
2023-03-31 $217k 8.1k 26.88
2020-03-31 $508k 16k 30.93

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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
Sumitomo Mitsui Financial
Wells Fargo & Company
Bank Of Montreal
UBS Group
LPL Financial

View all funds holding Invesco Taxable Municipal Bond otr