AE Wealth Management LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1697723
TOPEKA, KS
Position in BAB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,004,689
-$381,157 QoQ
Shares Held
74,358
-15.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,004,689 | 74,358 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,385,846 | 87,715 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $70,271 | 2,575 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,740 | 141 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,729 | 702 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,108 | 616 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $1,783,310 | 64,333 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,876,803 | 96,960 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,157,436 | 95,796 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,788,431 | 84,729 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,847,851 | 115,969 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,563,785 | 111,264 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,444,587 | 43,122 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,759,412 | 52,756 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||