Lionshead Wealth Management »

Invesco Taxable Municipal Bond otr shares owned by Lionshead Wealth Management

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

Historical chart of Lionshead 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 Lionshead Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Taxable Municipal Bond otr by Lionshead Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 8.7k 27.29

More positions owned by Lionshead Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Price Grw Stock (TGRW)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Public Service Enterprise (PEG)
Palantir Technologies Cl A (PLTR)

View all positions for Lionshead Wealth Management

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