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 | 3.2M | $86M | 4% | Mar 2026 |
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| Raymond James Financial | 1.6M | $44M | 4% | Dec 2025 |
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| HighTower Advisors | 1.6M | $43M | 5% | Mar 2026 |
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| Ameriprise Financial | 1.3M | $36M | 8% | Mar 2026 |
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| State of Wisconsin Investment Board | 1.3M | $36M | 0% | Dec 2025 |
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| Bank of America Corporation | 1.0M | $27M | 100% | Mar 2026 |
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| Morgan Stanley | 824k | $37M | -6% | Mar 2026 |
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| Wells Fargo & Company | 791k | $21M | 15% | Mar 2026 |
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| Envestnet Asset Management | 677k | $18M | 31% | Mar 2026 |
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| Gould Asset Management | 668k | $18M | 2% | Mar 2026 |
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| Sumitomo Mitsui Financial | 659k | $18M | 4% | Mar 2026 |
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| Pnc Financial Services | 596k | $16M | -11% | Mar 2026 |
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| Conning | 490k | $13M | 0% | Mar 2026 |
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| Bank Of Montreal | 464k | $13M | 100% | Mar 2026 |
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| Kingsview Wealth Management | 444k | $12M | -41% | Mar 2026 |
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| Huntington Asset Advisors | 432k | $12M | 201% | Mar 2026 |
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| Tortoise Investment Management | 429k | $12M | 3% | Mar 2026 |
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| LPL Financial | 421k | $11M | -9% | Mar 2026 |
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| UBS Group | 411k | $11M | -17% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 338k | $9.1M | 7% | Mar 2026 |
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| Maltin Wealth Management | 290k | $7.8M | 4% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 289k | $7.8M | 8% | Mar 2026 |
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| Elevation Capital Advisory | 286k | $7.7M | 100% | Mar 2026 |
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| NewEdge Wealth | 257k | $6.9M | 5% | Mar 2026 |
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| Bank of New York Mellon | 248k | $6.7M | -32% | Mar 2026 |
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| Invesco | 215k | $5.8M | -2% | Mar 2026 |
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| Stifel Financial | 203k | $5.5M | 4% | Mar 2026 |
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| Barclays | 200k | $5.4M | 0% | Dec 2025 |
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| Shelter Mutual Insurance Company | 199k | $5.4M | 0% | Mar 2026 |
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| Keybank National Association | 194k | $5.2M | -6% | Mar 2026 |
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| Branch Banking & Trust Company | 193k | $5.2M | -5% | Mar 2026 |
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| Hobbs Group Advisors | 185k | $5.0M | 1% | Mar 2026 |
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| Sontag Advisory | 181k | $4.9M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 139k | $3.8M | 24% | Dec 2025 |
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| Money Concepts Capital Corp | 130k | $3.5M | 6% | Mar 2026 |
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| Oceanside Advisors | 129k | $3.5M | 11% | Mar 2026 |
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| CI Private Wealth | 127k | $3.5M | 0% | Mar 2026 |
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| Hudson Capital Management | 122k | $3.3M | 11% | Mar 2026 |
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| Donaldson Capital Management | 121k | $3.3M | 2% | Mar 2026 |
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| D L Carlson Investment Group | 121k | $3.3M | 4% | Mar 2026 |
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| Royal Bank of Canada | 120k | $3.2M | -5% | Mar 2026 |
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| Cetera Investment Advisers | 119k | $3.2M | 40% | Mar 2026 |
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| Lakeshore Capital Group | 117k | $3.2M | 1% | Mar 2026 |
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| Eqis Capital Management | 116k | $3.1M | 15% | Mar 2026 |
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| Astoria Portfolio Advisors | 115k | $3.1M | 3% | Mar 2026 |
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| Patten | 109k | $2.9M | 4% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 106k | $2.9M | 156% | Mar 2026 |
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| Wrapmanager | 102k | $2.7M | 6% | Mar 2026 |
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| Advisor Group Holdings | 98k | $2.7M | 4% | Dec 2025 |
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| Jane Street | 91k | $2.5M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 90k | $2.4M | 22% | Mar 2026 |
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| Anderson Hoagland & Co | 87k | $2.4M | 5% | Mar 2026 |
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| Mirae Asset Global Investments | 87k | $2.3M | -4% | Mar 2026 |
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| Resources Investment Advisors | 82k | $2.2M | 2% | Mar 2026 |
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| Signature Wealth Management Group | 81k | $2.2M | 1% | Mar 2026 |
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| PFG Investments | 77k | $2.1M | 5% | Mar 2026 |
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| AE Wealth Management | 74k | $2.0M | -15% | Mar 2026 |
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| Ti-trust | 74k | $2.0M | 0% | Mar 2026 |
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| Mml Investors Services | 72k | $2.0M | 8% | Mar 2026 |
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| GFS Advisors | 64k | $4.8M | 100% | Mar 2026 |
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| KG&L Capital Management | 56k | $1.5M | -17% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 56k | $1.5M | 0% | Dec 2025 |
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| Eagle Bluffs Wealth Management | 52k | $1.4M | 8% | Mar 2026 |
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| Pensionmark Financial Group | 51k | $1.4M | 6% | Mar 2026 |
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| Goss Wealth Management | 49k | $1.3M | -5% | Mar 2026 |
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| Spartan Wealth Advisory Services | 48k | $1.3M | 100% | Mar 2026 |
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| Roberts Glore & Co | 46k | $1.2M | 0% | Mar 2026 |
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| Chapman Financial Group | 44k | $1.2M | 8% | Mar 2026 |
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| Family Legacy | 42k | $1.1M | 1% | Mar 2026 |
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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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| Kestra Advisory Services | 37k | $1.0M | 9% | Mar 2026 |
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| CIBC Bancorp USA | 37k | $1.0M | 159% | Mar 2026 |
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| Advisory Alpha | 33k | $897k | -39% | Mar 2026 |
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| CIBC World Markets | 33k | $890k | 100% | Mar 2026 |
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| Guidance Capital | 32k | $862k | 100% | Mar 2026 |
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| Savvy Advisors | 32k | $862k | -2% | Mar 2026 |
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| Citadel Advisors | 31k | $837k | 100% | Mar 2026 |
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| Whipplewood Advisors | 30k | $802k | 1% | Mar 2026 |
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| Goldman Sachs Group | 29k | $779k | 48% | Mar 2026 |
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| Cullen Frost Bankers | 27k | $735k | 70% | Mar 2026 |
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| Moors & Cabot | 26k | $711k | 19% | Mar 2026 |
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| Glassy Mountain Advisors | 26k | $707k | 5% | Mar 2026 |
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| Golden State Equity Partners | 25k | $684k | -19% | Mar 2026 |
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| Hilltop Holdings | 25k | $676k | 0% | Dec 2025 |
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| Sanctuary Advisors | 24k | $654k | 34% | Mar 2026 |
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| Atlas Capital Advisors | 24k | $635k | 8% | Mar 2026 |
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| Capstone Capital Wealth Advisors | 23k | $627k | -2% | Mar 2026 |
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| ZEGA Investments | 22k | $604k | 100% | Mar 2026 |
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| Davenport & Co | 21k | $571k | 13% | Mar 2026 |
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| Commonwealth Equity Services | 21k | $565k | 7% | Mar 2026 |
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| Massmutual Trust | 21k | $558k | 29% | Mar 2026 |
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| United Asset Strategies | 21k | $558k | 2% | Mar 2026 |
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| Oppenheimer & Co | 20k | $535k | 0% | Mar 2026 |
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| Bangor Savings Bank | 19k | $523k | -16% | Mar 2026 |
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| Hunter Perkins Capital Management | 19k | $519k | 100% | Mar 2026 |
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| Caldwell Trust | 19k | $505k | 100% | Mar 2026 |
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| Traub Capital Management | 18k | $473k | 5% | Mar 2026 |
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| Freestone Capital Holdings | 18k | $472k | -42% | Mar 2026 |
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| Centric Wealth Management | 17k | $458k | -25% | Mar 2026 |
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| Onyx Bridge Wealth Group | 17k | $457k | -28% | Mar 2026 |
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| Park Avenue Securities | 17k | $450k | 0% | Mar 2026 |
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| Rothschild Investment | 16k | $439k | 7% | Mar 2026 |
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| Portfolio 21 Investments | 16k | $439k | 5% | Mar 2026 |
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| Fagan Associates | 16k | $432k | -2% | Mar 2026 |
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| Cane Capital Partners | 15k | $414k | 100% | Mar 2026 |
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| Koshinski Asset Management | 15k | $410k | 0% | Mar 2026 |
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| Cibc World Markets | 15k | $393k | 100% | Dec 2025 |
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| Umb Bank N A | 14k | $369k | -21% | Mar 2026 |
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| Millington Financial Advisors | 13k | $353k | -3% | Mar 2026 |
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| Colorado Capital Management | 13k | $339k | 0% | Mar 2026 |
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| STAR Financial Bank | 13k | $339k | -81% | Mar 2026 |
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| Readystate Asset Management | 12k | $327k | 0% | Mar 2026 |
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| Stephens | 12k | $323k | -7% | Mar 2026 |
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| Argent Trust | 12k | $319k | 100% | Mar 2026 |
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| Delta Wealth Advisors | 12k | $318k | -9% | Mar 2026 |
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| CCM Partners | 12k | $316k | 100% | Mar 2026 |
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| Joseph P. Lucia & Associates | 11k | $311k | -17% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 11k | $305k | 52% | Mar 2026 |
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| First Trust Advisors | 11k | $306k | 10% | Mar 2026 |
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| Intl Fcstone | 11k | $304k | 44% | Mar 2026 |
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| Steward Partners Investment Advisory | 11k | $298k | -1% | Mar 2026 |
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| Annis Gardner Whiting Capital Advisors | 11k | $294k | 24% | Mar 2026 |
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| Independent Advisor Alliance | 11k | $291k | 100% | Mar 2026 |
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| Lionshead Wealth Management | 10k | $279k | 20% | Mar 2026 |
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| Cresset Asset Management | 10k | $272k | 0% | Mar 2026 |
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| FORM Wealth Advisors | 10k | $271k | 1% | Mar 2026 |
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| Rockefeller Capital Management | 9.9k | $266k | -38% | Mar 2026 |
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| Hyposwiss Advisors SA | 9.7k | $261k | 100% | Mar 2026 |
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| Atria Investments | 9.4k | $253k | 8% | Mar 2026 |
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| Prime Capital Investment Advisors | 9.2k | $248k | 0% | Mar 2026 |
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| Huntington National Bank | 9.0k | $244k | -29% | Dec 2025 |
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| Change Path | 8.7k | $234k | 1% | Mar 2026 |
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| Gilliland Jeter Wealth Management | 8.4k | $227k | 0% | Mar 2026 |
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| Farrell Financial | 8.0k | $217k | -4% | Mar 2026 |
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| Lazard Asset Management | 8.0k | $216k | 0% | Mar 2026 |
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| QTR Family Wealth | 7.9k | $214k | -19% | Mar 2026 |
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| Strategic Financial Concepts | 7.5k | $203k | 0% | Mar 2026 |
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| Bluedoor Private Wealth | 7.4k | $200k | 100% | Mar 2026 |
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| Private Trust Co Na | 6.9k | $185k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 5.6k | $150k | 100% | Mar 2026 |
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| Brian McDonald | 5.6k | $152k | -53% | Dec 2025 |
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| Harbour Investments | 4.8k | $129k | 15% | Mar 2026 |
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| Global Retirement Partners | 4.3k | $118k | 0% | Dec 2025 |
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| Nbc Securities | 4.2k | $113k | -49% | Mar 2026 |
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| Horizon Financial Services | 4.2k | $113k | -4% | Mar 2026 |
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| IFP Advisors | 3.5k | $95k | 0% | Mar 2026 |
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| Citigroup | 3.4k | $92k | 100% | Mar 2026 |
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| Opal Wealth Advisors | 3.1k | $85k | 100% | Mar 2026 |
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| Whittier Trust | 2.9k | $78k | 0% | Mar 2026 |
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| Emerald Investment Partners | 500.00 | $14k | -87% | Mar 2026 |
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Who sold out of Invesco Taxable Municipal Bond otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Petra Financial Advisors | Dec 2025 | 55k | $1.5M |
| Jpmorgan Chase & Co | Sep 2025 | 47k | $1.3M |
| Toroso Investments | Dec 2025 | 39k | $1.1M |
| We Are One Seven | Sep 2025 | 28k | $755k |
| Ashton Thomas Private Wealth | Dec 2025 | 27k | $744k |
| Redhawk Wealth Advisors | Dec 2025 | 26k | $705k |
| HPM Partners | Dec 2025 | 21k | $557k |
| Stokes Family Office | Dec 2025 | 13k | $348k |
| Axxcess Wealth Management | Dec 2025 | 13k | $346k |
| Nations Financial Group | Dec 2025 | 11k | $291k |
| Janney Montgomery Scott | Dec 2025 | 11k | $285k |
| Kovack Advisors | Dec 2025 | 9.2k | $250k |
| Garden State Investment Advisory Services | Dec 2025 | 8.7k | $236k |
| Westwood Wealth Management | Dec 2025 | 8.6k | $235k |
| Samalin Investment Counsel | Dec 2025 | 7.7k | $210k |
| Mercer Global Advisors | Dec 2025 | 7.4k | $201k |
| Susquehanna International | Sep 2025 | 7.3k | $200k |
| Flagship Harbor Advisors | Dec 2025 | 3.9k | $105k |