Who owns Invesco Taxable Municipal Bond otr?
- Ticker: BAB
- CUSIP Number: 46138g805
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Taxable Municipal Bond otr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Taxable Municipal Bond otr stock
Who bought or sold Invesco Taxable Municipal Bond otr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James Financial | 1.5M | $42M | 0% | Sep 2025 |
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| HighTower Advisors | 1.4M | $39M | 9% | Sep 2025 |
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| State of Wisconsin Investment Board | 1.3M | $36M | 0% | Sep 2025 |
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| Ameriprise Financial | 1.1M | $30M | -11% | Sep 2025 |
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| Bank Of Montreal | 736k | $20M | 100% | Jun 2025 |
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| Pnc Financial Services | 716k | $20M | -3% | Sep 2025 |
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| Kingsview Wealth Management | 713k | $20M | 109% | Sep 2025 |
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| Sumitomo Mitsui Financial | 642k | $18M | -6% | Sep 2025 |
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| Wells Fargo & Company | 623k | $17M | -6% | Sep 2025 |
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| Gould Asset Management | 616k | $17M | 3% | Sep 2025 |
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| UBS Group | 511k | $14M | -34% | Sep 2025 |
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| Morgan Stanley | 497k | $21M | 100% | Jun 2025 |
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| Envestnet Asset Management | 491k | $13M | -36% | Sep 2025 |
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| Conning | 490k | $13M | 0% | Sep 2025 |
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| LPL Financial | 419k | $11M | 8% | Sep 2025 |
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| Tortoise Investment Management | 393k | $11M | 2% | Sep 2025 |
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| Bank of New York Mellon | 370k | $10M | 1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 290k | $7.9M | 6% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 254k | $6.9M | 3% | Sep 2025 |
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| Maltin Wealth Management | 254k | $6.9M | -2% | Sep 2025 |
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| NewEdge Wealth | 224k | $6.1M | 10% | Sep 2025 |
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| Invesco | 223k | $6.1M | -9% | Sep 2025 |
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| Keybank National Association | 215k | $5.9M | 19% | Sep 2025 |
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| Sontag Advisory | 201k | $5.5M | -7% | Sep 2025 |
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| Barclays | 200k | $5.5M | 0% | Sep 2025 |
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| Shelter Mutual Insurance Company | 199k | $5.4M | 0% | Sep 2025 |
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| Stifel Financial | 198k | $5.4M | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 197k | $5.4M | 2% | Sep 2025 |
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| Hobbs Group Advisors | 180k | $4.9M | 5% | Sep 2025 |
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| Huntington Asset Advisors | 155k | $4.2M | -2% | Sep 2025 |
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| Hershey Financial Advisers | 130k | $3.5M | -3% | Sep 2025 |
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| Royal Bank of Canada | 126k | $3.4M | -45% | Sep 2025 |
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| Money Concepts Capital Corp | 120k | $3.3M | 2% | Sep 2025 |
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| Eqis Capital Management | 117k | $3.2M | -32% | Sep 2025 |
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| Lakeshore Capital Group | 116k | $3.2M | -6% | Sep 2025 |
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| Jones Financial Companies, L.L | 112k | $3.0M | 8% | Sep 2025 |
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| Oceanside Advisors | 112k | $3.1M | 4% | Sep 2025 |
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| Hudson Capital Management | 106k | $2.9M | -4% | Sep 2025 |
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| Donaldson Capital Management | 103k | $2.8M | 135% | Sep 2025 |
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| D L Carlson Investment Group | 101k | $2.8M | 79% | Sep 2025 |
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| Wrapmanager | 99k | $2.7M | -14% | Sep 2025 |
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| Astoria Portfolio Advisors | 99k | $2.7M | 1% | Sep 2025 |
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| Mirae Asset Global Investments | 95k | $2.6M | -2% | Sep 2025 |
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| Advisor Group Holdings | 93k | $2.5M | -12% | Sep 2025 |
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| Citadel Advisors | 92k | $2.5M | 38% | Sep 2025 |
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| Patten | 86k | $2.3M | 0% | Sep 2025 |
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| Signature Wealth Management Group | 81k | $2.2M | 3% | Sep 2025 |
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| Cetera Investment Advisers | 81k | $2.2M | -1% | Sep 2025 |
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| Ti-trust | 74k | $2.0M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 73k | $2.0M | 12% | Sep 2025 |
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| Anderson Hoagland & Co | 72k | $2.0M | 12% | Sep 2025 |
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| KG&L Capital Management | 68k | $1.9M | -4% | Sep 2025 |
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| Mml Investors Services | 67k | $1.8M | 0% | Sep 2025 |
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| STAR Financial Bank | 64k | $1.8M | 7% | Sep 2025 |
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| PFG Investments | 63k | $1.7M | 3% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 56k | $1.5M | 39% | Sep 2025 |
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| Petra Financial Advisors | 55k | $1.5M | 0% | Sep 2025 |
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| Advisory Alpha | 54k | $1.5M | -23% | Sep 2025 |
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| Goss Wealth Management | 54k | $1.5M | -7% | Sep 2025 |
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| Ssa Swiss Advisors | 51k | $1.4M | 12% | Sep 2025 |
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| Roberts Glore & Co | 47k | $1.3M | -2% | Sep 2025 |
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| Kestra Advisory Services | 47k | $1.3M | -4% | Sep 2025 |
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| Jpmorgan Chase & Co | 47k | $1.3M | -28% | Sep 2025 |
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| Eagle Bluffs Wealth Management | 45k | $1.2M | 0% | Sep 2025 |
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| Toroso Investments | 44k | $1.2M | 3% | Sep 2025 |
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| Family Legacy | 43k | $1.2M | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 41k | $1.1M | -8% | Sep 2025 |
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| Modern Wealth Management | 40k | $1.1M | -2% | Sep 2025 |
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| Savvy Advisors | 33k | $902k | -8% | Sep 2025 |
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| Commonwealth Equity Services | 31k | $847k | -3% | Sep 2025 |
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| Whipplewood Advisors | 30k | $812k | 1% | Sep 2025 |
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| We Are One Seven | 28k | $755k | 2% | Sep 2025 |
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| Pensionmark Financial Group | 28k | $750k | 2% | Sep 2025 |
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| Onyx Bridge Wealth Group | 27k | $722k | -32% | Sep 2025 |
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| Glassy Mountain Advisors | 25k | $683k | -31% | Sep 2025 |
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| Hilltop Holdings | 25k | $681k | -11% | Sep 2025 |
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| Freestone Capital Holdings | 25k | $680k | 100% | Sep 2025 |
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| Bangor Savings Bank | 25k | $680k | -10% | Sep 2025 |
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| Centric Wealth Management | 23k | $633k | 0% | Sep 2025 |
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| United Asset Strategies | 22k | $607k | 0% | Sep 2025 |
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| Mercer Global Advisors | 22k | $604k | -2% | Sep 2025 |
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| Atlas Capital Advisors | 21k | $562k | 196% | Jun 2025 |
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| Chapman Financial Group | 21k | $573k | 1212% | Sep 2025 |
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| HPM Partners | 21k | $558k | -32% | Sep 2025 |
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| Oppenheimer & Co | 20k | $545k | 0% | Sep 2025 |
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| Goldman Sachs Group | 20k | $533k | 0% | Sep 2025 |
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| Park Avenue Securities | 19k | $517k | 1% | Sep 2025 |
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| Fagan Associates | 18k | $499k | -3% | Sep 2025 |
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| Rothschild Investment | 18k | $481k | 0% | Sep 2025 |
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| Massmutual Trust | 18k | $479k | -1% | Sep 2025 |
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| Rockefeller Capital Management | 17k | $454k | 2% | Sep 2025 |
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| Millington Financial Advisors | 16k | $439k | 4% | Sep 2025 |
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| Moors & Cabot | 15k | $421k | 7% | Sep 2025 |
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| Cullen Frost Bankers | 15k | $416k | -11% | Sep 2025 |
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| Koshinski Asset Management | 15k | $415k | 0% | Sep 2025 |
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| Portfolio 21 Investments | 15k | $409k | 8% | Sep 2025 |
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| Axxcess Wealth Management | 15k | $403k | 1% | Sep 2025 |
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| Atria Wealth Solutions | 14k | $381k | 4% | Jun 2025 |
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| CIBC Bancorp USA | 14k | $391k | 100% | Sep 2025 |
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| Cibc World Markets | 14k | $370k | -66% | Jun 2025 |
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| Joseph P. Lucia & Associates | 14k | $374k | -8% | Sep 2025 |
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| Traub Capital Management | 14k | $370k | 9% | Sep 2025 |
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| Stephens | 13k | $359k | -2% | Sep 2025 |
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| Stokes Family Office | 13k | $349k | 0% | Sep 2025 |
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| Davenport & Co | 13k | $347k | -23% | Sep 2025 |
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| Readystate Asset Management | 13k | $346k | 100% | Sep 2025 |
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| Huntington National Bank | 13k | $344k | 0% | Sep 2025 |
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| Nations Financial Group | 12k | $338k | 0% | Sep 2025 |
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| Delta Wealth Advisors | 12k | $329k | 15% | Sep 2025 |
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| Brian McDonald | 12k | $321k | 5% | Sep 2025 |
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| Umb Bank N A | 12k | $316k | 0% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 11k | $300k | 0% | Sep 2025 |
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| First Trust Advisors | 10k | $280k | 100% | Sep 2025 |
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| Cresset Asset Management | 10k | $274k | 0% | Sep 2025 |
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| QTR Family Wealth | 10k | $273k | -29% | Sep 2025 |
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| FORM Wealth Advisors | 9.8k | $259k | 1% | Jun 2025 |
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| Prime Capital Investment Advisors | 9.0k | $245k | -9% | Sep 2025 |
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| Gilliland Jeter Wealth Management | 8.9k | $243k | -7% | Sep 2025 |
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| Change Path | 8.8k | $239k | 0% | Sep 2025 |
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| Lionshead Wealth Management | 8.7k | $237k | 100% | Sep 2025 |
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| Garden State Investment Advisory Services | 8.7k | $237k | 0% | Sep 2025 |
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| Nbc Securities | 8.4k | $228k | -40% | Sep 2025 |
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| Farrell Financial | 8.3k | $228k | 1% | Sep 2025 |
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| Atria Investments | 8.1k | $221k | 1% | Sep 2025 |
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| Samalin Investment Counsel | 8.0k | $219k | -14% | Sep 2025 |
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| Lazard Asset Management | 8.0k | $218k | 0% | Sep 2025 |
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| Summit Financial | 8.0k | $218k | -6% | Sep 2025 |
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| Private Trust Co Na | 7.7k | $211k | -25% | Sep 2025 |
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| Sowell Financial Services | 7.6k | $209k | 100% | Sep 2025 |
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| United Capital Financial Advisers | 7.6k | $207k | 100% | Sep 2025 |
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| Whittier Trust Co. of Nevada | 7.6k | $207k | -17% | Sep 2025 |
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| Steward Partners Investment Advisory | 7.4k | $202k | 221% | Sep 2025 |
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| Susquehanna International | 7.3k | $200k | -21% | Sep 2025 |
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| Palisade Asset Management | 5.4k | $147k | 100% | Sep 2025 |
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| Harbour Investments | 5.1k | $139k | -13% | Sep 2025 |
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| Global Retirement Partners | 4.3k | $118k | 0% | Sep 2025 |
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| Emerald Investment Partners | 4.3k | $116k | 100% | Sep 2025 |
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| Horizon Financial Services | 4.1k | $112k | -42% | Sep 2025 |
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| Whittier Trust | 3.4k | $93k | -15% | Sep 2025 |
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| Capital Investment Advisory Services | 3.3k | $89k | 8% | Sep 2025 |
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| William Blair $ Company | 2.9k | $79k | 0% | Sep 2025 |
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| IFP Advisors | 2.8k | $76k | -3% | Sep 2025 |
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| AE Wealth Management | 2.6k | $70k | 1726% | Sep 2025 |
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| Atlantic Trust | 2.2k | $59k | 0% | Sep 2025 |
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| Clayton Financial Group | 2.0k | $55k | 100% | Sep 2025 |
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| Capstone Capital Wealth Advisors | 2.0k | $683k | -92% | Sep 2025 |
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| Premier Financial Group | 2.0k | $54k | 100% | Sep 2025 |
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| Ancora Advisors | 1.5k | $41k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 1.5k | $40k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 1.4k | $37k | 0% | Sep 2025 |
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| Spire Wealth Management | 1.3k | $34k | -8% | Sep 2025 |
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| Smartleaf Asset Management | 17.00 | $463.000100 | -100% | Sep 2025 |
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Who sold out of Invesco Taxable Municipal Bond otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 566k | $15M |
| Country Trust Bank | Jun 2025 | 140k | $3.7M |
| CI Private Wealth | Jun 2025 | 120k | $3.2M |
| Private Advisor | Jun 2025 | 55k | $1.5M |
| Janney Montgomery Scott | Jun 2025 | 30k | $786k |
| Engineers Gate Manager | Jun 2025 | 14k | $360k |
| Exchange Capital Management | Mar 2025 | 11k | $283k |
| Millennium Management | Jun 2025 | 9.9k | $264k |
| Creative Planning | Jun 2025 | 8.1k | $215k |
| Apollon Wealth Management | Jun 2025 | 7.9k | $210k |
| Opal Wealth Advisors | Jun 2025 | 3.1k | $82k |
| SRS Capital Advisors | Jun 2025 | 2.4k | $63k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 1.5k | $39k |