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Invesco Taxable Municipal Bond otr shares owned by Delta Wealth Advisors

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

Historical chart of Delta Wealth Advisors 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 Delta Wealth Advisors 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 Delta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 12k 27.29
2025-06-30 $279k 11k 26.53
2025-03-31 $277k 10k 26.68

More positions owned by Delta Wealth Advisors

Ishares Tr Ibonds 25 Trm Ts (IBTF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Delta Wealth Advisors

Top funds holding Invesco Taxable Municipal Bond otr

Raymond James Financial
HighTower Advisors
State of Wisconsin Investment Board
Ameriprise Financial
Bank Of Montreal
Pnc Financial Services
Kingsview Wealth Management
Sumitomo Mitsui Financial
Wells Fargo & Company
Gould Asset Management
UBS Group
Morgan Stanley
Envestnet Asset Management
Conning
LPL Financial

View all funds holding Invesco Taxable Municipal Bond otr