MONEY CONCEPTS CAPITAL CORP

Position in BAB — Invesco Taxable Municipal Bond ETF

CIK 716851 PALM BEACH GARDENS, FL

Position in BAB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$3,512,375

+$161,281 QoQ

Shares Held

130,281

+5.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,512,375	130,281	+5.7%	Shares	Sole	2026-04-30
2025-12-31	$3,351,094	123,202	+3.0%	Shares	Sole	2026-02-04
2025-09-30	$3,264,320	119,616	+2.0%	Shares	Sole	2025-11-04
2025-06-30	$3,111,464	117,281	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$3,095,573	116,026	+2.9%	Shares	Sole	2025-04-24
2024-12-31	$2,947,654	112,721	-2.5%	Shares	Sole	2025-01-27
2024-09-30	$3,187,643	115,620	+2.5%	Shares	Sole	2024-10-31
2024-06-30	$2,975,426	112,791	+2.6%	Shares	Sole	2024-08-02
2024-03-31	$2,917,367	109,882	+29.5%	Shares	Sole	2024-05-01
2023-12-31	$2,283,313	84,850	+7.7%	Shares	Sole	2024-02-12
2023-09-30	$1,992,573	78,789	+8.9%	Shares	Sole	2023-11-01
2023-06-30	$1,920,759	72,345	-11.7%	Shares	Sole	2023-08-01
2023-03-31	$2,201,767	81,911	+55.3%	Shares	Sole	2023-05-01
2022-12-31	$1,356,202	52,750	+6.0%	Shares	Sole	2023-02-14
2022-09-30	$1,275,856	49,741	+5.5%	Shares	Sole	2022-10-27
2022-06-30	$1,306,471	47,131	-13.5%	Shares	Sole	2022-07-18
2022-03-31	$1,616,095	54,469	+38.0%	Shares	Sole	2022-05-13
2021-12-31	$1,300,502	39,457	+52.2%	Shares	Sole	2022-02-14
2021-03-31	$830,089	25,916	+10.9%	Shares	Sole	2021-05-17
2020-12-31	$782,828	23,368	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.