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Invesco Taxable Municipal Bond otr shares owned by Capstone Capital Wealth Advisors

Quarter-by-quarter ownership of Invesco Taxable Municipal Bond otr (BAB) shares owned by Capstone Capital Wealth Advisors from 13F filings

Historical chart of Capstone Capital Wealth Advisors investment in Invesco Taxable Municipal Bond otr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Taxable Municipal Bond otr held by Capstone Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Taxable Municipal Bond otr by Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $853k 32k 26.55
2023-12-31 $876k 33k 26.91

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Terran Orbital Corporation (LLAP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Microsoft Corporation (MSFT)
Las Vegas Sands (LVS)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Western Asset Managed Municipals Fnd (MMU)
Chevron Corporation (CVX)

View all positions for Capstone Capital Wealth Advisors

Top funds holding Invesco Taxable Municipal Bond otr

Sontag Advisory
Bank of New York Mellon
Bank of America Corporation
State of Wisconsin Investment Board
Royal Bank of Canada
Pnc Financial Services
Raymond James Financial Services Advisors
Private Ocean
Envestnet Asset Management
Morgan Stanley
HighTower Advisors
Raymond James & Associates
Sumitomo Mitsui Financial
Wells Fargo & Company
UBS Group

View all funds holding Invesco Taxable Municipal Bond otr