Elevation Capital Advisory, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 1871112
BEND, OR
Position in BAB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,722,530
+$2,642,758 QoQ
Shares Held
286,444
+55.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,722,530 | 286,444 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $5,079,772 | 184,250 | Shares | Defined | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||