Kingsview Wealth Management, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1791965
GRANTS PASS, OR
Position in BAB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,977,599
-$8,666,819 QoQ
Shares Held
444,273
-41.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BAB Over Time
Shares Held
Position Value (USD)
All Filings in BAB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,977,599 | 444,273 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,644,418 | 758,986 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $19,465,547 | 713,285 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,043,228 | 340,868 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,739,540 | 327,569 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $7,774,734 | 297,313 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $12,956,272 | 469,941 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,598,890 | 212,240 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,264,333 | 198,280 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,119,815 | 190,257 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,945,315 | 156,003 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $7,313,091 | 275,446 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,244,697 | 269,520 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $252,446 | 9,819 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,565,349 | 139,000 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $6,373,187 | 229,913 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $3,617,544 | 121,926 | Shares | Defined | 2024-02-08 | |
| 2021-12-31 | $759,398 | 23,040 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $837,888 | 25,460 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $842,539 | 25,393 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,693,073 | 52,859 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,393,533 | 41,598 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,372,285 | 41,148 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,138,162 | 64,970 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,437,798 | 208,343 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||