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Invesco Taxable Municipal Bond otr shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $750k 28k 27.29
2025-06-30 $717k 27k 26.53
2025-03-31 $683k 26k 26.68
2024-12-31 $623k 24k 26.15
2024-09-30 $760k 28k 27.57
2024-06-30 $658k 25k 26.38
2024-03-31 $240k 9.0k 26.55

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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

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