Xcel Wealth Management, LLC
Position in GBAB — Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
CIK 1791002
Holly Hill, FL
Position in GBAB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$726,682
-$91,963 QoQ
Shares Held
50,116
-8.7% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Xcel Wealth Management, LLC holds $3,251,592 across 4 Asset Management names. GBAB ranks #3 (22.3% of the industry book) .
All Filings in GBAB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $726,682 | 50,116 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $818,645 | 54,869 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,015,364 | 65,171 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,033,563 | 68,721 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,074,831 | 69,121 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,088,639 | 71,621 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,257,339 | 71,521 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,066,428 | 67,071 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $996,011 | 61,293 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $972,096 | 60,043 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $933,068 | 60,043 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,185,173 | 72,710 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,167,240 | 68,500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $832,200 | 50,868 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||