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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.1M | $83M | 100% | Dec 2025 |
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| Raymond James Financial | 1.6M | $44M | 4% | Dec 2025 |
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| HighTower Advisors | 1.5M | $41M | 5% | Dec 2025 |
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| State of Wisconsin Investment Board | 1.3M | $36M | 0% | Dec 2025 |
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| Ameriprise Financial | 1.2M | $33M | 13% | Dec 2025 |
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| Kingsview Wealth Management | 759k | $21M | 6% | Dec 2025 |
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| Wells Fargo & Company | 690k | $19M | 11% | Dec 2025 |
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| Pnc Financial Services | 667k | $18M | -7% | Dec 2025 |
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| Sumitomo Mitsui Financial | 633k | $17M | -1% | Dec 2025 |
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| Gould Asset Management | 616k | $17M | 3% | Sep 2025 |
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| Envestnet Asset Management | 518k | $14M | 6% | Dec 2025 |
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| UBS Group | 492k | $13M | -4% | Dec 2025 |
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| Conning | 490k | $13M | 0% | Dec 2025 |
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| LPL Financial | 460k | $13M | 10% | Dec 2025 |
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| Tortoise Investment Management | 416k | $11M | 6% | Dec 2025 |
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| Bank of New York Mellon | 366k | $10M | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 315k | $8.6M | 9% | Dec 2025 |
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| Maltin Wealth Management | 280k | $7.6M | 11% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 267k | $7.3M | 5% | Dec 2025 |
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| NewEdge Wealth | 244k | $6.6M | 9% | Dec 2025 |
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| Invesco | 218k | $5.9M | -2% | Dec 2025 |
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| Keybank National Association | 207k | $5.6M | -4% | Dec 2025 |
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| Branch Banking & Trust Company | 202k | $5.5M | 3% | Dec 2025 |
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| Barclays | 200k | $5.4M | 0% | Dec 2025 |
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| Shelter Mutual Insurance Company | 199k | $5.4M | 0% | Dec 2025 |
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| Stifel Financial | 196k | $5.3M | -1% | Dec 2025 |
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| Sontag Advisory | 188k | $5.1M | -7% | Dec 2025 |
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| Hobbs Group Advisors | 183k | $5.0M | 2% | Dec 2025 |
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| Huntington Asset Advisors | 143k | $3.9M | -8% | Dec 2025 |
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| Jones Financial Companies, L.L | 139k | $3.8M | 24% | Dec 2025 |
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| Royal Bank of Canada | 126k | $3.4M | -45% | Sep 2025 |
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| Money Concepts Capital Corp | 123k | $3.4M | 3% | Dec 2025 |
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| Donaldson Capital Management | 119k | $3.2M | 16% | Dec 2025 |
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| Oceanside Advisors | 116k | $3.2M | 4% | Dec 2025 |
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| Lakeshore Capital Group | 116k | $3.1M | -1% | Dec 2025 |
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| Astoria Portfolio Advisors | 112k | $3.1M | 13% | Dec 2025 |
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| Hudson Capital Management | 110k | $3.0M | 4% | Dec 2025 |
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| Patten | 105k | $2.8M | 22% | Dec 2025 |
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| D L Carlson Investment Group | 101k | $2.8M | 79% | Sep 2025 |
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| Eqis Capital Management | 101k | $2.7M | -14% | Dec 2025 |
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| Advisor Group Holdings | 98k | $2.7M | 4% | Dec 2025 |
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| Wrapmanager | 96k | $2.6M | -4% | Dec 2025 |
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| Citadel Advisors | 92k | $2.5M | 38% | Sep 2025 |
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| Mirae Asset Global Investments | 90k | $2.5M | -5% | Dec 2025 |
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| AE Wealth Management | 88k | $2.4M | 3306% | Dec 2025 |
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| Cetera Investment Advisers | 85k | $2.3M | 4% | Dec 2025 |
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| Anderson Hoagland & Co | 83k | $2.3M | 16% | Dec 2025 |
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| Signature Wealth Management Group | 81k | $2.2M | -1% | Dec 2025 |
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| Resources Investment Advisors | 81k | $2.2M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 74k | $2.0M | 2% | Dec 2025 |
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| Ti-trust | 74k | $2.0M | 0% | Dec 2025 |
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| PFG Investments | 73k | $2.0M | 16% | Dec 2025 |
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| KG&L Capital Management | 67k | $1.8M | -1% | Dec 2025 |
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| Mml Investors Services | 67k | $1.8M | 0% | Dec 2025 |
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| STAR Financial Bank | 66k | $1.8M | 2% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 56k | $1.5M | 0% | Dec 2025 |
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| Petra Financial Advisors | 55k | $1.5M | 0% | Dec 2025 |
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| Advisory Alpha | 54k | $1.5M | 0% | Dec 2025 |
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| Goss Wealth Management | 52k | $1.4M | -4% | Dec 2025 |
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| Pensionmark Financial Group | 48k | $1.3M | 75% | Dec 2025 |
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| Eagle Bluffs Wealth Management | 48k | $1.3M | 7% | Dec 2025 |
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| Jpmorgan Chase & Co | 47k | $1.3M | 100% | Sep 2025 |
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| Roberts Glore & Co | 46k | $1.3M | -2% | Dec 2025 |
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| Family Legacy | 42k | $1.1M | -3% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 41k | $1.1M | 1% | Dec 2025 |
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| Chapman Financial Group | 41k | $1.1M | 95% | Dec 2025 |
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| Ssa Swiss Advisors | 40k | $1.1M | -22% | Dec 2025 |
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| Modern Wealth Management | 39k | $1.1M | -2% | Dec 2025 |
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| Toroso Investments | 39k | $1.1M | -12% | Dec 2025 |
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| Kestra Advisory Services | 34k | $927k | -28% | Dec 2025 |
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| Savvy Advisors | 33k | $891k | -1% | Dec 2025 |
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| Golden State Equity Partners | 31k | $848k | 100% | Dec 2025 |
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| Freestone Capital Holdings | 30k | $820k | 21% | Dec 2025 |
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| Whipplewood Advisors | 30k | $804k | -1% | Dec 2025 |
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| Ashton Thomas Private Wealth | 27k | $744k | 100% | Dec 2025 |
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| Redhawk Wealth Advisors | 26k | $705k | 100% | Dec 2025 |
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| Glassy Mountain Advisors | 25k | $682k | 0% | Dec 2025 |
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| Hilltop Holdings | 25k | $676k | 0% | Dec 2025 |
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| Capstone Capital Wealth Advisors | 24k | $643k | 1077% | Dec 2025 |
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| Onyx Bridge Wealth Group | 23k | $638k | -11% | Dec 2025 |
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| Bangor Savings Bank | 23k | $624k | -8% | Dec 2025 |
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| Centric Wealth Management | 23k | $617k | -1% | Dec 2025 |
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| Moors & Cabot | 22k | $601k | 43% | Dec 2025 |
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| Atlas Capital Advisors | 22k | $593k | 3% | Dec 2025 |
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| HPM Partners | 21k | $557k | 0% | Dec 2025 |
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| United Asset Strategies | 20k | $550k | -9% | Dec 2025 |
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| Oppenheimer & Co | 20k | $540k | -1% | Dec 2025 |
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| Commonwealth Equity Services | 20k | $533k | -37% | Dec 2025 |
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| Goldman Sachs Group | 20k | $531k | 0% | Dec 2025 |
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| Davenport & Co | 19k | $509k | 47% | Dec 2025 |
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| Sanctuary Advisors | 18k | $494k | -38% | Dec 2025 |
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| Umb Bank N A | 17k | $470k | 49% | Dec 2025 |
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| Traub Capital Management | 17k | $453k | 23% | Dec 2025 |
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| Park Avenue Securities | 17k | $453k | -12% | Dec 2025 |
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| Fagan Associates | 16k | $444k | -11% | Dec 2025 |
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| Cullen Frost Bankers | 16k | $437k | 5% | Dec 2025 |
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| Massmutual Trust | 16k | $435k | -9% | Dec 2025 |
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| Rockefeller Capital Management | 16k | $434k | -4% | Dec 2025 |
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| Portfolio 21 Investments | 16k | $422k | 4% | Dec 2025 |
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| Rothschild Investment | 15k | $416k | -13% | Dec 2025 |
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| Koshinski Asset Management | 15k | $414k | 0% | Dec 2025 |
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| Cibc World Markets | 15k | $393k | 4% | Dec 2025 |
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| CIBC Bancorp USA | 14k | $391k | 100% | Sep 2025 |
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| Millington Financial Advisors | 14k | $368k | -16% | Dec 2025 |
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| Delta Wealth Advisors | 13k | $352k | 7% | Dec 2025 |
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| Stephens | 13k | $351k | -2% | Dec 2025 |
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| Stokes Family Office | 13k | $348k | 0% | Dec 2025 |
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| Axxcess Wealth Management | 13k | $346k | -14% | Dec 2025 |
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| Colorado Capital Management | 13k | $342k | 100% | Dec 2025 |
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| Readystate Asset Management | 12k | $330k | -4% | Dec 2025 |
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| Joseph P. Lucia & Associates | 11k | $311k | -17% | Dec 2025 |
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| Steward Partners Investment Advisory | 11k | $304k | 51% | Dec 2025 |
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| Nations Financial Group | 11k | $291k | -14% | Dec 2025 |
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| Janney Montgomery Scott | 11k | $285k | 100% | Dec 2025 |
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| First Trust Advisors | 10k | $280k | 0% | Dec 2025 |
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| Cresset Asset Management | 10k | $273k | 0% | Dec 2025 |
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| FORM Wealth Advisors | 10k | $271k | 2% | Dec 2025 |
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| QTR Family Wealth | 9.7k | $265k | -3% | Dec 2025 |
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| Prime Capital Investment Advisors | 9.2k | $251k | 3% | Dec 2025 |
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| Kovack Advisors | 9.2k | $250k | 100% | Dec 2025 |
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| Huntington National Bank | 9.0k | $244k | -29% | Dec 2025 |
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| Annis Gardner Whiting Capital Advisors | 8.8k | $240k | 100% | Dec 2025 |
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| Garden State Investment Advisory Services | 8.7k | $236k | 0% | Dec 2025 |
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| Atria Investments | 8.6k | $235k | 7% | Dec 2025 |
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| Lionshead Wealth Management | 8.6k | $235k | 0% | Dec 2025 |
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| Westwood Wealth Management | 8.6k | $235k | 100% | Dec 2025 |
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| Change Path | 8.6k | $233k | -2% | Dec 2025 |
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| Gilliland Jeter Wealth Management | 8.4k | $229k | -5% | Dec 2025 |
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| Farrell Financial | 8.4k | $229k | 1% | Dec 2025 |
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| Nbc Securities | 8.2k | $222k | -2% | Dec 2025 |
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| Lazard Asset Management | 8.0k | $218k | 0% | Dec 2025 |
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| Intl Fcstone | 7.8k | $212k | 100% | Dec 2025 |
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| Samalin Investment Counsel | 7.7k | $210k | -4% | Dec 2025 |
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| United Capital Financial Advisers | 7.6k | $207k | 100% | Sep 2025 |
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| Strategic Financial Concepts | 7.5k | $205k | 100% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 7.5k | $202k | -2% | Dec 2025 |
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| Mercer Global Advisors | 7.4k | $201k | -67% | Dec 2025 |
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| Private Trust Co Na | 6.9k | $187k | -11% | Dec 2025 |
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| Brian McDonald | 5.6k | $152k | -53% | Dec 2025 |
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| Horizon Financial Services | 4.4k | $119k | 7% | Dec 2025 |
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| Global Retirement Partners | 4.3k | $118k | 0% | Dec 2025 |
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| Harbour Investments | 4.2k | $113k | -18% | Dec 2025 |
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| Flagship Harbor Advisors | 3.9k | $105k | 100% | Dec 2025 |
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| Emerald Investment Partners | 3.8k | $104k | -10% | Dec 2025 |
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| IFP Advisors | 3.5k | $95k | 27% | Dec 2025 |
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| William Blair $ Company | 2.9k | $79k | 0% | Sep 2025 |
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| Whittier Trust | 2.9k | $79k | -15% | Dec 2025 |
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| Capital Investment Advisory Services | 2.8k | $76k | -14% | Dec 2025 |
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| Us Bancorp | 2.5k | $67k | 100% | Dec 2025 |
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| Clayton Financial Group | 2.0k | $55k | 0% | Dec 2025 |
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| Atlantic Trust | 50.00 | $1.4k | -98% | Dec 2025 |
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Who sold out of Invesco Taxable Municipal Bond otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hershey Financial Advisers | Sep 2025 | 130k | $3.5M |
| We Are One Seven | Sep 2025 | 28k | $755k |
| Consolidated Portfolio Review Corp | Sep 2025 | 11k | $300k |
| Millennium Management | Jun 2025 | 9.9k | $264k |
| Summit Financial | Sep 2025 | 8.0k | $218k |
| Sowell Financial Services | Sep 2025 | 7.6k | $209k |
| Susquehanna International | Sep 2025 | 7.3k | $200k |
| Palisade Asset Management | Sep 2025 | 5.4k | $147k |