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Invesco Taxable Municipal Bond otr shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric 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 Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $496k 19k 25.77
2023-12-31 $518k 20k 26.61

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Wisdomtree Tr Futre Strat Fd (WTMF)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Globe Life
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Atkore Intl (ATKR)

View all positions for Centric Wealth Management

Top funds holding Invesco Taxable Municipal Bond otr

Sontag Advisory
Bank of America Corporation
Bank of New York Mellon
State of Wisconsin Investment Board
Royal Bank of Canada
Pnc Financial Services
Raymond James Financial Services Advisors
Private Ocean
HighTower Advisors
Raymond James & Associates
Wells Fargo & Company
Sumitomo Mitsui Financial
Bank Of Montreal
UBS Group
Conning

View all funds holding Invesco Taxable Municipal Bond otr