Public ownership evidence

Invesco Taxable Municipal Bond ETF (BAB) Ownership Disclosures

Read BAB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Taxable Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2020-06-30
Available
2026-08-28
Reported shares
137
Value (USD)
$4,509
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018936
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BAB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BAB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2020-06-302026-08-28137$4,509None
Corient Private Wealth LP2026-06-302026-08-28131,550$3,530,802None
Advisors Asset Management, Inc.2019-12-312026-08-26137$4,339None
Advisors Asset Management, Inc.2020-03-312026-08-22137$4,233None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-211,706$45,787None
Kingsview Wealth Management, LLC2026-06-302026-08-20438,090$11,758,336None
Kingsview Wealth Management, LLC2026-06-302026-08-2043,245$1,160,687None
Archer Investment Corp2026-06-302026-08-20400$10,736None
Advisors Asset Management, Inc.2019-03-312026-08-19137$4,170None
Advisors Asset Management, Inc.2019-09-302026-08-19137$4,439None
Caitlin John, LLC2026-06-302026-08-18300$8,052None
Corient Private Wealth LP2026-06-302026-08-18131,550$3,530,802None
Wellington Grp LLC2026-06-302026-08-15813$21,918None
AMERIFLEX GROUP, INC.2026-06-302026-08-15377$10,119None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1511,715$314,431None
KINTRA WEALTH, LLC2026-06-302026-08-1514,827$392,323None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,146$84,439None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,923$132,132None
OSAIC HOLDINGS, INC.2026-06-302026-08-15106,043$2,846,148None
JANE STREET GROUP, LLC2026-06-302026-08-15259,227$6,957,653None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1547,394$1,272,055None
Ancora Advisors LLC2026-06-302026-08-151,500$40,260None
Medallion Wealth Advisors, LLC2026-06-302026-08-15543$14,573None
READYSTATE ASSET MANAGEMENT LP2026-06-302026-08-1512,122$325,354None
&PARTNERS2026-06-302026-08-1566,016$1,771,183None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-158,000$214,720None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15151,647$4,092,947None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15821$22,036None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15947,826$25,437,582None
Cerity Partners LLC2026-06-302026-08-158,734$381,817None
Cresset Asset Management, LLC2026-06-302026-08-1510,128$271,829None
ROYAL BANK OF CANADA2026-06-302026-08-152,000$54,000None
ROYAL BANK OF CANADA2026-06-302026-08-15105,824$2,840,000None
STATE OF WISCONSIN INVESTMENT BOARD2026-06-302026-08-151,318,800$35,396,592None
World Investment Advisors2026-06-302026-08-1550,842$1,370,692None
NEW ENGLAND ASSET MANAGEMENT INC2026-06-302026-08-15200$5,368None
Invesco Ltd.2026-06-302026-08-15139$3,731None
Invesco Ltd.2026-06-302026-08-15213,271$5,724,194None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1519,528$524,132None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,147,789$30,806,664None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15583,190$15,652,820None
BARCLAYS PLC2026-06-302026-08-15200,000$5,368,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,136,535$30,504,604None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15313,854$8,423,835None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15180,190$4,836,300None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15797,195$21,396,705None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1518,667$501,022None
Hobbs Group Advisors, LLC2026-06-302026-08-14196,857$5,283,642None
Advisors Asset Management, Inc.2018-12-312026-08-14137$4,000None
Advisors Asset Management, Inc.2018-09-302026-08-14137$4,000None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗GILL CAPITAL PARTNERS, LLC ↗Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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