Invesco Taxable Municipal Bond otr shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Invesco Taxable Municipal Bond otr
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Quarterly reported holdings in Invesco Taxable Municipal Bond otr by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $220k | 8.3k | 26.38 |
| 2024-03-31 | $222k | 8.3k | 26.55 |
| 2023-12-31 | $225k | 8.3k | 26.91 |
| 2023-09-30 | $211k | 8.3k | 25.29 |
| 2023-06-30 | $222k | 8.3k | 26.55 |
| 2023-03-31 | $224k | 8.3k | 26.88 |
| 2022-12-31 | $215k | 8.3k | 25.71 |
| 2022-09-30 | $214k | 8.3k | 25.65 |
| 2022-06-30 | $231k | 8.3k | 27.72 |
| 2022-03-31 | $243k | 8.2k | 29.67 |
| 2021-12-31 | $270k | 8.2k | 32.96 |
| 2021-09-30 | $270k | 8.2k | 32.91 |
| 2021-06-30 | $272k | 8.2k | 33.18 |
| 2021-03-31 | $262k | 8.2k | 32.03 |
| 2020-12-31 | $274k | 8.2k | 33.50 |
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