Opal Wealth Advisors, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1844201
JERICHO, NY
Position in BAB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$84,735
+$2,678 QoQ
Shares Held
3,143
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
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 | $84,735 | 3,143 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $82,057 | 3,093 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $38,099 | 1,428 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $20,101 | 762 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||