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Invesco Taxable Municipal Bond otr shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $392k 15k 26.46

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Ea Series Trust Mc Tr Eq Bu Etf (TRIO)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
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View all positions for Evergreen Wealth Solutions

Top funds holding Invesco Taxable Municipal Bond otr

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James Financial
HighTower Advisors
Wells Fargo & Company
State of Wisconsin Investment Board
Bank of America Corporation
Ameriprise Financial
Morgan Stanley
Gould Asset Management
Sumitomo Mitsui Financial
Envestnet Asset Management
Pnc Financial Services
Conning
Tortoise Investment Management
Bank Of Montreal

View all funds holding Invesco Taxable Municipal Bond otr