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 | 3.3M | $89M | 5% | Jun 2026 |
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| Raymond James Financial | 1.7M | $47M | 7% | Jun 2026 |
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| HighTower Advisors | 1.6M | $43M | 0% | Jun 2026 |
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| Wells Fargo & Company | 1.5M | $39M | 83% | Jun 2026 |
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| State of Wisconsin Investment Board | 1.3M | $35M | 0% | Jun 2026 |
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| Bank of America Corporation | 996k | $27M | -1% | Jun 2026 |
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| Ameriprise Financial | 949k | $26M | -28% | Jun 2026 |
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| Morgan Stanley | 824k | $37M | -6% | Mar 2026 |
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| Gould Asset Management | 705k | $19M | 6% | Jun 2026 |
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| Sumitomo Mitsui Financial | 638k | $17M | -3% | Jun 2026 |
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| Envestnet Asset Management | 628k | $17M | -7% | Jun 2026 |
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| Pnc Financial Services | 608k | $16M | 2% | Jun 2026 |
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| Conning | 490k | $13M | 0% | Jun 2026 |
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| Tortoise Investment Management | 465k | $13M | 8% | Jun 2026 |
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| Bank Of Montreal | 464k | $13M | 100% | Mar 2026 |
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| Huntington Asset Advisors | 449k | $12M | 4% | Jun 2026 |
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| Kingsview Wealth Management | 444k | $12M | -41% | Mar 2026 |
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| LPL Financial | 438k | $12M | 4% | Jun 2026 |
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| UBS Group | 421k | $11M | 2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 362k | $9.7M | 7% | Jun 2026 |
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| Maltin Wealth Management | 300k | $8.1M | 3% | Jun 2026 |
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| Elevation Capital Advisory | 286k | $7.7M | 0% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 277k | $7.4M | -4% | Jun 2026 |
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| Jane Street | 259k | $7.0M | 185% | Jun 2026 |
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| NewEdge Wealth | 259k | $6.9M | 1% | Jun 2026 |
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| Bank of New York Mellon | 251k | $6.7M | 1% | Jun 2026 |
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| Invesco | 213k | $5.7M | -1% | Jun 2026 |
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| Stifel Financial | 206k | $5.5M | 2% | Jun 2026 |
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| Barclays | 200k | $5.4M | 0% | Jun 2026 |
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| Shelter Mutual Insurance Company | 199k | $5.3M | 0% | Jun 2026 |
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| Hobbs Group Advisors | 197k | $5.3M | 6% | Jun 2026 |
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| Branch Banking & Trust Company | 186k | $5.0M | -3% | Jun 2026 |
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| Keybank National Association | 177k | $4.7M | -9% | Jun 2026 |
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| Sontag Advisory | 174k | $4.7M | -4% | Jun 2026 |
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| Jones Financial Companies, L.L | 152k | $4.1M | -4% | Jun 2026 |
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| Oceanside Advisors | 137k | $3.7M | 6% | Jun 2026 |
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| Hudson Capital Management | 135k | $3.6M | 11% | Jun 2026 |
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| Cetera Investment Advisers | 135k | $3.6M | 13% | Jun 2026 |
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| Money Concepts Capital Corp | 133k | $3.6M | 2% | Jun 2026 |
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| CI Private Wealth | 132k | $3.5M | 3% | Jun 2026 |
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| D L Carlson Investment Group | 127k | $3.4M | 5% | Jun 2026 |
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| Donaldson Capital Management | 122k | $3.3M | 1% | Jun 2026 |
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| Lakeshore Capital Group | 121k | $3.3M | 4% | Jun 2026 |
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| Eqis Capital Management | 116k | $3.1M | 1% | Jun 2026 |
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| Advisor Group Holdings | 114k | $3.1M | 1% | Jun 2026 |
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| Royal Bank of Canada | 108k | $2.9M | -10% | Jun 2026 |
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| Wrapmanager | 104k | $2.8M | 2% | Jun 2026 |
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| Astoria Portfolio Advisors | 104k | $2.8M | -9% | Jun 2026 |
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| Patten | 101k | $2.7M | -7% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 93k | $2.5M | -12% | Jun 2026 |
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| Cambridge Investment Research Advisors | 93k | $2.5M | 3% | Jun 2026 |
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| Mirae Asset Global Investments | 87k | $2.3M | -4% | Mar 2026 |
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| Mml Investors Services | 85k | $2.3M | 17% | Jun 2026 |
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| Signature Wealth Management Group | 81k | $2.2M | 1% | Mar 2026 |
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| PFG Investments | 81k | $2.2M | 5% | Jun 2026 |
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| AE Wealth Management | 76k | $2.0M | 2% | Jun 2026 |
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| Ti-trust | 74k | $2.0M | 0% | Jun 2026 |
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| Resources Investment Advisors | 72k | $1.9M | -13% | Jun 2026 |
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| Ssa Swiss Advisors | 71k | $1.9M | 80% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 66k | $1.8M | 2% | Jun 2026 |
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| KG&L Capital Management | 58k | $1.6M | 4% | Jun 2026 |
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| Anderson Hoagland & Co | 56k | $1.5M | -36% | Jun 2026 |
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| Goss Wealth Management | 51k | $1.4M | 4% | Jun 2026 |
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| Pensionmark Financial Group | 51k | $1.4M | 0% | Jun 2026 |
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| Eagle Bluffs Wealth Management | 50k | $1.3M | -3% | Jun 2026 |
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| Susquehanna International | 47k | $1.3M | 248% | Jun 2026 |
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| Roberts Glore & Co | 47k | $1.3M | 2% | Jun 2026 |
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| Advisory Alpha | 46k | $1.2M | 39% | Jun 2026 |
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| Chapman Financial Group | 45k | $1.2M | 3% | Jun 2026 |
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| Family Legacy | 42k | $1.1M | 0% | Jun 2026 |
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| Spartan Wealth Advisory Services | 40k | $1.1M | -16% | Jun 2026 |
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| CIBC Bancorp USA | 39k | $1.1M | 6% | Jun 2026 |
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| Guidance Capital | 36k | $963k | 12% | Jun 2026 |
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| Kestra Advisory Services | 33k | $895k | -11% | Jun 2026 |
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| CIBC World Markets | 33k | $886k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 33k | $885k | 100% | Jun 2026 |
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| Savvy Advisors | 32k | $856k | 0% | Jun 2026 |
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| United Asset Strategies | 30k | $793k | 43% | Jun 2026 |
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| Integrated Wealth Concepts | 29k | $784k | 100% | Jun 2026 |
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| Glassy Mountain Advisors | 29k | $776k | 10% | Jun 2026 |
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| Whipplewood Advisors | 28k | $754k | -6% | Jun 2026 |
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| Davenport & Co | 28k | $752k | 32% | Jun 2026 |
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| Cullen Frost Bankers | 28k | $743k | 1% | Jun 2026 |
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| Moors & Cabot | 27k | $728k | 3% | Jun 2026 |
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| Sanctuary Advisors | 25k | $662k | 2% | Jun 2026 |
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| Atlas Capital Advisors | 24k | $635k | 0% | Jun 2026 |
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| Hilltop Holdings | 23k | $621k | -4% | Jun 2026 |
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| Capstone Capital Wealth Advisors | 22k | $578k | -7% | Jun 2026 |
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| Massmutual Trust | 21k | $557k | 0% | Jun 2026 |
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| Umb Bank N A | 20k | $542k | 48% | Jun 2026 |
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| Oppenheimer & Co | 20k | $533k | 0% | Jun 2026 |
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| Goldman Sachs Group | 20k | $524k | -32% | Jun 2026 |
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| Caldwell Trust | 19k | $521k | 4% | Jun 2026 |
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| Park Avenue Securities | 18k | $484k | 8% | Jun 2026 |
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| Portfolio 21 Investments | 18k | $475k | 9% | Jun 2026 |
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| Traub Capital Management | 18k | $474k | 1% | Jun 2026 |
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| Commonwealth Equity Services | 17k | $460k | -18% | Jun 2026 |
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| Centric Wealth Management | 17k | $458k | 0% | Jun 2026 |
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| Onyx Bridge Wealth Group | 17k | $452k | -1% | Jun 2026 |
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| Bangor Savings Bank | 17k | $448k | -14% | Jun 2026 |
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| Hunter Perkins Capital Management | 17k | $444k | -14% | Jun 2026 |
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| Rothschild Investment | 16k | $437k | 0% | Jun 2026 |
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| Cane Capital Partners | 16k | $423k | 3% | Jun 2026 |
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| Koshinski Asset Management | 15k | $410k | 0% | Mar 2026 |
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| Evergreen Wealth Solutions | 15k | $392k | 100% | Jun 2026 |
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| Millington Financial Advisors | 14k | $386k | 10% | Jun 2026 |
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| Axxcess Wealth Management | 13k | $348k | 100% | Jun 2026 |
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| Colorado Capital Management | 13k | $340k | 1% | Jun 2026 |
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| Readystate Asset Management | 12k | $325k | 0% | Jun 2026 |
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| Argent Trust | 12k | $318k | 0% | Jun 2026 |
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| CCM Partners | 12k | $314k | 0% | Jun 2026 |
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| First Trust Advisors | 12k | $310k | 2% | Jun 2026 |
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| Delta Wealth Advisors | 12k | $309k | -3% | Jun 2026 |
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| Rockefeller Capital Management | 11k | $303k | 14% | Jun 2026 |
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| Freestone Capital Holdings | 11k | $300k | -36% | Jun 2026 |
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| Elequin Capital | 11k | $296k | 100% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 11k | $294k | -3% | Jun 2026 |
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| Annis Gardner Whiting Capital Advisors | 11k | $293k | 0% | Jun 2026 |
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| GFS Advisors | 11k | $51k | -83% | Jun 2026 |
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| STAR Financial Bank | 11k | $283k | -16% | Jun 2026 |
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| Lionshead Wealth Management | 10k | $274k | -1% | Jun 2026 |
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| FORM Wealth Advisors | 10k | $273k | 1% | Jun 2026 |
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| Cresset Asset Management | 10k | $272k | 0% | Jun 2026 |
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| Acorn Wealth Advisors | 9.9k | $265k | 100% | Jun 2026 |
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| Hyposwiss Advisors SA | 9.7k | $260k | 0% | Jun 2026 |
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| Prime Capital Investment Advisors | 9.7k | $259k | 5% | Jun 2026 |
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| Atria Investments | 9.5k | $256k | 2% | Jun 2026 |
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| Joseph P. Lucia & Associates | 9.3k | $248k | -13% | Jun 2026 |
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| Steward Partners Investment Advisory | 9.1k | $244k | -18% | Jun 2026 |
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| Intl Fcstone | 9.1k | $243k | -20% | Jun 2026 |
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| Silverlake Wealth Management | 8.8k | $236k | 100% | Jun 2026 |
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| HPM Partners | 8.7k | $382k | 100% | Jun 2026 |
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| GenTrust | 8.5k | $229k | 100% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 8.4k | $226k | 0% | Jun 2026 |
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| Lazard Asset Management | 8.0k | $215k | 0% | Jun 2026 |
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| Huntington National Bank | 8.0k | $214k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 7.7k | $207k | 100% | Jun 2026 |
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| Private Advisor | 7.7k | $206k | 100% | Jun 2026 |
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| AdvisorNet Financial | 7.0k | $187k | 100% | Jun 2026 |
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| Private Trust Co Na | 6.9k | $185k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 6.3k | $170k | 14% | Jun 2026 |
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| Horizon Financial Services | 5.4k | $145k | 29% | Jun 2026 |
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| Global Retirement Partners | 4.3k | $116k | 0% | Jun 2026 |
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| Nbc Securities | 4.1k | $111k | -2% | Jun 2026 |
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| IFP Advisors | 3.7k | $99k | 5% | Jun 2026 |
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| Citigroup | 3.4k | $92k | 100% | Mar 2026 |
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| Whittier Trust | 2.9k | $77k | -1% | Jun 2026 |
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| Capital Investment Advisory Services | 2.8k | $75k | 0% | Jun 2026 |
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| Harbour Investments | 2.8k | $75k | -42% | Jun 2026 |
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| William Blair $ Company | 2.5k | $67k | 0% | Jun 2026 |
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Who sold out of Invesco Taxable Municipal Bond otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 31k | $837k |
| Golden State Equity Partners | Mar 2026 | 25k | $684k |
| ZEGA Investments | Mar 2026 | 22k | $604k |
| Fagan Associates | Mar 2026 | 16k | $432k |
| Modern Wealth Management | Mar 2026 | 14k | $375k |
| Stephens | Mar 2026 | 12k | $323k |
| Independent Advisor Alliance | Mar 2026 | 11k | $291k |
| Change Path | Mar 2026 | 8.7k | $234k |
| Farrell Financial | Mar 2026 | 8.0k | $217k |
| QTR Family Wealth | Mar 2026 | 7.9k | $214k |
| Strategic Financial Concepts | Mar 2026 | 7.5k | $203k |
| Bluedoor Private Wealth | Mar 2026 | 7.4k | $200k |
| Opal Wealth Advisors | Mar 2026 | 3.1k | $85k |