Medallion Wealth Advisors, LLC
Position in BAB — Invesco Taxable Municipal Bond ETF
CIK 2131139
FARMINGTON, CT
Position in BAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,574
-$65 QoQ
Shares Held
543
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 67 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,574 | 543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,639 | 543 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,769 | 543 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $14,818 | 543 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $14,405 | 543 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $14,486 | 543 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $14,198 | 543 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||