Atria Investments, Inc
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1535865
Charlotte, NC
Position in BAB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$252,911
+$17,713 QoQ
Shares Held
9,381
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAB Over Time
Shares Held
Position Value (USD)
All Filings in BAB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,911 | 9,381 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $235,198 | 8,647 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $220,721 | 8,088 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $211,709 | 7,980 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||