Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Invesco Taxable Municipal Bond otr shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $83M 3.1M 27.20

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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Invesco Taxable Municipal Bond otr

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James Financial
HighTower Advisors
State of Wisconsin Investment Board
Ameriprise Financial
Kingsview Wealth Management
Pnc Financial Services
Sumitomo Mitsui Financial
Wells Fargo & Company
Gould Asset Management
UBS Group
Envestnet Asset Management
Conning
LPL Financial
Tortoise Investment Management

View all funds holding Invesco Taxable Municipal Bond otr