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Invesco Taxable Municipal Bond otr shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 39k 27.20
2025-09-30 $1.1M 40k 27.29
2025-06-30 $1.1M 41k 26.53

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View all positions for Modern Wealth Management

Top funds holding Invesco Taxable Municipal Bond otr

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James Financial
HighTower Advisors
State of Wisconsin Investment Board
Ameriprise Financial
Kingsview Wealth Management
Wells Fargo & Company
Pnc Financial Services
Sumitomo Mitsui Financial
Gould Asset Management
Envestnet Asset Management
UBS Group
Conning
LPL Financial
Tortoise Investment Management

View all funds holding Invesco Taxable Municipal Bond otr