United Asset Strategies, Inc.

Position in BAB — Invesco Taxable Municipal Bond ETF

CIK 1539948 GARDEN CITY, NY

Position in BAB

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$557,991

+$8,415 QoQ

Shares Held

20,697

+2.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 66% Shared 0% None 34%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$557,991	20,697	+2.4%	Shares	Sole	2026-04-29
2025-12-31	$549,576	20,205	-9.1%	Shares	Sole	2026-01-28
2025-09-30	$606,902	22,239	-0.4%	Shares	Sole	2025-10-23
2025-06-30	$592,414	22,330	-68.4%	Shares	Sole	2025-08-08
2025-03-31	$1,888,277	70,775	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$1,829,584	69,965	-13.9%	Shares	Sole	2025-01-22
2024-09-30	$2,240,007	81,248	-1.1%	Shares	Sole	2024-10-28
2024-06-30	$2,167,565	82,167	+1.8%	Shares	Sole	2024-08-01
2024-03-31	$2,142,505	80,697	+1.3%	Shares	Sole	2024-04-23
2023-12-31	$2,143,838	79,667	+25.5%	Shares	Sole	2024-01-30
2023-09-30	$1,605,080	63,467	+2.3%	Shares	Sole	2023-11-07
2023-06-30	$1,647,719	62,061	-2.3%	Shares	Sole	2023-07-25
2023-03-31	$1,707,901	63,538	-1.2%	Shares	Sole	2023-07-25
2022-12-31	$1,652,587	64,278	+10.8%	Shares	Sole	2023-01-26
2022-09-30	$1,488,110	58,016	+1.2%	Shares	Sole	2022-10-24
2022-06-30	$1,588,577	57,308	-4.5%	Shares	Sole	2022-08-15
2022-03-31	$1,780,704	60,017	-1.5%	Shares	Sole	2022-04-29
2021-12-31	$2,008,582	60,940	+2.4%	Shares	Sole	2022-01-31
2021-09-30	$1,958,046	59,497	-0.0%	Shares	Sole	2021-10-21
2021-06-30	$1,974,939	59,522	+150.0%	Shares	Sole	2021-07-19
2021-03-31	$762,570	23,808	-6.4%	Shares	Sole	2021-04-27
2020-12-31	$851,704	25,424	+136.0%	Shares	Sole	2021-02-05
2020-09-30	$359,312	10,774	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.