Spire Wealth Management

Position in BAB — Invesco Taxable Municipal Bond ETF

CIK 1858740 MCLEAN, VA

Position in BAB

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$25,180

-$224 QoQ

Shares Held

934

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

19 quarters on record

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,180	934	0.0%	Shares	Sole	2026-04-22
2025-12-31	$25,404	934	-26.0%	Shares	Sole	2026-01-14
2025-09-30	$34,439	1,262	-8.2%	Shares	Sole	2025-10-23
2025-06-30	$36,478	1,375	-16.6%	Shares	Sole	2025-08-04
2025-03-31	$43,995	1,649	-4.8%	Shares	Sole	2025-04-23
2024-12-31	$45,291	1,732	+50.6%	Shares	Sole	2025-01-24
2024-03-31	$30,532	1,150	-49.1%	Shares	Sole	2024-04-24
2023-12-31	$60,762	2,258	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$56,826	2,247	+0.4%	Shares	Sole	2023-11-08
2023-06-30	$59,392	2,237	-9.7%	Shares	Sole	2023-08-09
2023-03-31	$66,581	2,477	+11.7%	Shares	Sole	2023-05-09
2022-12-31	$57,024	2,218	+0.5%	Shares	Sole	2023-02-03
2022-09-30	$56,635	2,208	-9.6%	Shares	Sole	2022-11-07
2022-06-30	$67,719	2,443	+1.5%	Shares	Sole	2022-07-22
2022-03-31	$71,445	2,408	-1.0%	Shares	Sole	2022-04-18
2021-12-31	$80,158	2,432	+1.7%	Shares	Sole	2022-01-14
2021-09-30	$78,720	2,392	+0.3%	Shares	Sole	2021-10-22
2021-06-30	$79,101	2,384	+0.3%	Shares	Sole	2021-07-26
2021-03-31	$76,103	2,376	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.