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Invesco Taxable Municipal Bond otr shares owned by Lakeshore Capital Group

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Lakeshore Capital Group from 13F filings

Historical chart of Lakeshore Capital Group 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 Lakeshore Capital Group 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 Lakeshore Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 116k 27.29
2025-06-30 $3.3M 124k 26.53
2025-03-31 $3.3M 124k 26.68

More positions owned by Lakeshore Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Quality (GARP)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Apple (AAPL)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr U.s. Tech Etf (IYW)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl A (GOOGL)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lakeshore Capital Group

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