IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Taxable Municipal BO (BAB)

CUSIP: 46138G805 | NYSE | 579 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Conning Inc.490,000
0.4% of portfolio›$12.4M
Rational Advisors, Inc.463,582
1.1% of portfolio›$11.7M
Bank of New York Mellon Corp255,971
0.0% of portfolio›$6.5M
Maltin Wealth Management, Inc.206,288
1.7% of portfolio›$5.2M
Truist Financial Corp199,863
0.0% of portfolio›$5.1M
Keybank National Association173,042
0.0% of portfolio›$4.4M
Oceanside Advisors LLC154,299
2.4% of portfolio›$3.9M
Hudson Capital Management LLC151,176
0.9% of portfolio›$3.8M
Lakeshore Capital Group, Inc.128,223
2.1% of portfolio›$3.2M
Mirae Asset Global Investments Co., Ltd.103,640
0.0% of portfolio›$2.6M
Patten Group, Inc.78,110
0.3% of portfolio›$2.0M
Ti-Trust, Inc73,462
1.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.59,888
0.0% of portfolio›$1.5M
Annex Advisory Services, LLC58,297
0.0% of portfolio›$1.5M
KG Capital Management57,673
0.9% of portfolio›$1.5M
Eagle Bluffs Wealth Management LLC50,898
0.4% of portfolio›$1.3M
Chapman Financial Group, LLC47,175
0.8% of portfolio›$1.2M
Family Legacy, Inc.42,365
0.3% of portfolio›$1.1M
Kestra Advisory Services, LLC38,151
0.0% of portfolio›$965.2K
Guidance Capital, Inc38,011
0.2% of portfolio›$986.8K
Davenport & Co LLC35,382
0.0% of portfolio›$895.2K
United Asset Strategies, Inc.29,419
0.1% of portfolio›$744.3K
Cullen T Bankers, Inc.28,066
0.0% of portfolio›$710.1K
MassMutual Private Wealth & Trust, FSB28,030
0.0% of portfolio›$709.2K
Whipplewood Advisors, LLC23,143
0.4% of portfolio›$585.5K
Daymark Wealth Partners, LLC21,647
0.0% of portfolio›$547.7K
Capstone Capital LLC21,545
0.3% of portfolio›$545.1K
Oppenheimer & Co Inc19,794
0.0% of portfolio›$500.8K
Caldwell Trust Co19,548
0.0% of portfolio›$494.6K
Commonwealth Equity Services, LLC19,447
0.0% of portfolio›$492.0K
Progressive Investment Management Corp18,352
0.1% of portfolio›$464.3K
Park Avenue Securities LLC17,654
0.0% of portfolio›$447.0K
Onyx Bridge Wealth Group LLC16,281
0.0% of portfolio›$411.9K
Koshinski Asset Management, Inc.15,581
0.0% of portfolio›$394.2K
Bangor Savings Bank15,556
0.0% of portfolio›$393.6K
Cane Capital Partners, LLC14,045
0.1% of portfolio›$355.4K
Colorado Capital Management, Inc.12,760
0.0% of portfolio›$323
Axxcess Wealth Management, LLC12,511
0.0% of portfolio›$316.5K
Summit Wealth Group LLC / Co12,344
0.0% of portfolio›$312.3K
AdvisorNet Financial, Inc12,173
0.0% of portfolio›$310.8K
Lanark Financial, Inc.11,828
0.0% of portfolio›$299.2K
StoneX Group Inc.11,159
0.0% of portfolio›$285.8K
Atria Investments, Inc10,337
0.0% of portfolio›$261.5K
Form Wealth Advisors, LLC10,277
0.0% of portfolio›$260.0K
Delta Wealth Advisors LLC10,219
0.2% of portfolio›$258.5K
Lionshead Wealth Management, LLC9,985
0.2% of portfolio›$252.6K
Prime Capital Investment Advisors, LLC9,480
0.0% of portfolio›$239.8K
Silverlake Wealth Management LLC8,808
0.0% of portfolio›$222.8K
Gilliland Jeter Wealth Management LLC8,435
0.1% of portfolio›$213.4K
Joseph P. Lucia & Associates, LLC8,351
0.1% of portfolio›$211.3K
Hyposwiss Advisors SA8,275
0.2% of portfolio›$209.4K
Fifth Third Bancorp6,331
0.0% of portfolio›$160.2K
Citigroup Inc5,878
0.0% of portfolio›$148.7K
Ashton Thomas Private Wealth, LLC5,468
0.0% of portfolio›$138.3K
Private Trust Co NA4,662
0.0% of portfolio›$117.9K
Horizon Financial Services, LLC4,399
0.0% of portfolio›$111.3K
IFP Advisors, Inc3,700
0.0% of portfolio›$93.6K
Ascentis Independent Advisors3,540
0.0% of portfolio›$89.6K
Farther Finance Advisors, LLC3,441
0.0% of portfolio›$87.1K
Capital Investment Advisory Services, LLC2,803
0.0% of portfolio›$70.9K
Clayton Financial Group LLC2,010
0.0% of portfolio›$50.9K
Latitude Advisors, LLC1,593
0.0% of portfolio›$40.3K
1620 Investment Advisors, Inc.1,165
0.0% of portfolio›$29.5K
Versant Capital Management, Inc1,149
0.0% of portfolio›$29.1K
Trust Co of Toledo NA849
0.0% of portfolio›$21.5K
Canton Hathaway, LLC500
0.0% of portfolio›$12.7K
First United Bank & Trust490
0.0% of portfolio›$12.4K
Richardson Financial Services Inc.407
0.0% of portfolio›$10.3K
Archer Investment Corp400
0.0% of portfolio›$10.1K
Jacobi Capital Management LLC400
0.0% of portfolio›$10.1K
Winthrop Capital Management, LLC360
0.0% of portfolio›$9.1K
Tsfg, LLC300
0.0% of portfolio›$8
Quest 10 Wealth Builders, Inc.210
0.0% of portfolio›$5.3K
Cape Investment Advisory, Inc.40
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Conning Inc.
490,000$12.4M0.4%CoreMediumHartford, CT2026-10-27
Rational Advisors, Inc.
463,582$11.7M1.1%ETFMediumSan Juan, PR2026-11-02
Bank of New York Mellon Corp
255,971$6.5M0.0%CoreLowNew York, NY2026-11-05
Maltin Wealth Management, Inc.
206,288$5.2M1.7%ETFMediumRidgewood, NJ2026-10-13
Truist Financial Corp
199,863$5.1M0.0%CoreLowCharlotte, NC2026-10-30
Keybank National Association
173,042$4.4M0.0%CoreLowBrooklyn, OH2026-11-04
Oceanside Advisors LLC
154,299$3.9M2.4%ETFVery LowMount Pleasant, SC2026-11-03
Hudson Capital Management LLC
151,176$3.8M0.9%ValueLowRamsey, NJ2026-10-20
Lakeshore Capital Group, Inc.
128,223$3.2M2.1%CoreVery LowRolling Meadows, IL2026-10-20
Mirae Asset Global Investments Co., Ltd.
103,640$2.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Patten Group, Inc.
78,110$2.0M0.3%CoreLowChattanooga, TN2026-10-26
Ti-Trust, Inc
73,462$1.9M1.0%CoreVery LowQuincy, IL2026-10-21
Cambridge Investment Research Advisors, Inc.
59,888$1.5M0.0%ETFLowFairfield, IA2026-11-02
Annex Advisory Services, LLC
58,297$1.5M0.0%GrowthHighBrookfield, WI2026-10-16
KG Capital Management
57,673$1.5M0.9%CoreLowSt. Francisville, LA2026-10-15
Eagle Bluffs Wealth Management LLC
50,898$1.3M0.4%GARPVery LowColumbia, MO2026-10-20
Chapman Financial Group, LLC
47,175$1.2M0.8%CoreVery LowHonolulu, HI2026-10-26
Family Legacy, Inc.
42,365$1.1M0.3%CoreVery LowGreenville, SC2026-10-13
Kestra Advisory Services, LLC
38,151$965.2K0.0%CoreLowAustin, TX2026-11-02
Guidance Capital, Inc
38,011$986.8K0.2%ETFMediumLousville, KY2026-11-03
Davenport & Co LLC
35,382$895.2K0.0%CoreMediumRichmond, VA2026-10-14
United Asset Strategies, Inc.
29,419$744.3K0.1%GrowthLowGarden City, NY2026-10-28
Cullen T Bankers, Inc.
28,066$710.1K0.0%GrowthLowSan Antonio, TX2026-10-28
MassMutual Private Wealth & Trust, FSB
28,030$709.2K0.0%CoreLowSpringfield, MA2026-10-05
Whipplewood Advisors, LLC
23,143$585.5K0.4%ETFLowLittleton, CO2026-10-20
Daymark Wealth Partners, LLC
21,647$547.7K0.0%CoreLowCincinnati, OH2026-11-04
Capstone Capital LLC
21,545$545.1K0.3%ETFVery LowHenderson, NV2026-10-14
Oppenheimer & Co Inc
19,794$500.8K0.0%CoreLowNew York, NY2026-10-26
Caldwell Trust Co
19,548$494.6K0.0%GrowthLowVenice, FL2026-10-30
Commonwealth Equity Services, LLC
19,447$492.0K0.0%ETFLowWaltham, MA2026-11-02
Progressive Investment Management Corp
18,352$464.3K0.1%GrowthLowLake Oswego, OR2026-10-26
Park Avenue Securities LLC
17,654$447.0K0.0%ETFMediumNew York, NY2026-10-26
Onyx Bridge Wealth Group LLC
16,281$411.9K0.0%ETFMediumTarrytown, NY2026-10-16
Koshinski Asset Management, Inc.
15,581$394.2K0.0%ETFLowDecatur, IL2026-10-29
Bangor Savings Bank
15,556$393.6K0.0%ETFLowBangor, ME2026-10-06
Cane Capital Partners, LLC
14,045$355.4K0.1%GrowthMediumSt Francisville, LA2026-10-23
Colorado Capital Management, Inc.
12,760$3230.0%ETFVery LowBoulder, CO2026-10-15
Axxcess Wealth Management, LLC
12,511$316.5K0.0%CoreLowCarlsbad, CA2026-10-21
Summit Wealth Group LLC / Co
12,344$312.3K0.0%ETFHighColorado Springs, CO2026-10-29
AdvisorNet Financial, Inc
12,173$310.8K0.0%ETFLowMinnetonka, MN2026-10-15
Lanark Financial, Inc.
11,828$299.2K0.0%CoreMediumBirmingham, AL2026-10-26
StoneX Group Inc.
11,159$285.8K0.0%ETFMediumNew York, NY2026-11-03
Atria Investments, Inc
10,337$261.5K0.0%CoreMediumCharlotte, NC2026-10-15
Form Wealth Advisors, LLC
10,277$260.0K0.0%ETFMediumLake Geneva, WI2026-10-13
Delta Wealth Advisors LLC
10,219$258.5K0.2%ETFMediumIndianapolis, IN2026-10-09
Lionshead Wealth Management, LLC
9,985$252.6K0.2%ETFLowNew York, NY2026-10-21
Prime Capital Investment Advisors, LLC
9,480$239.8K0.0%ETFLowOverland Park, KS2026-10-20
Silverlake Wealth Management LLC
8,808$222.8K0.0%ETFLowWilliston, VT2026-10-21
Gilliland Jeter Wealth Management LLC
8,435$213.4K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Joseph P. Lucia & Associates, LLC
8,351$211.3K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Hyposwiss Advisors SA
8,275$209.4K0.2%ETFLowGeneva, Switzerland2026-10-26
Fifth Third Bancorp
6,331$160.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
5,878$148.7K0.0%CoreMediumNew York, NY2026-11-04
Ashton Thomas Private Wealth, LLC
5,468$138.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
4,662$117.9K0.0%CoreLowCleveland, OH2026-10-20
Horizon Financial Services, LLC
4,399$111.3K0.0%ETFLowWinston Salem, NC2026-11-04
IFP Advisors, Inc
3,700$93.6K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Independent Advisors
3,540$89.6K0.0%ETFLowDallas, TX2026-11-03
Farther Finance Advisors, LLC
3,441$87.1K0.0%IndexLowSan Francisco, CA2026-10-08
Capital Investment Advisory Services, LLC
2,803$70.9K0.0%CoreMediumRaleigh, NC2026-10-30
Clayton Financial Group LLC
2,010$50.9K0.0%ETFLowSt. Louis, MO2026-10-13
Latitude Advisors, LLC
1,593$40.3K0.0%ETFLowYorkville, IL2026-10-27
1620 Investment Advisors, Inc.
1,165$29.5K0.0%ValueLowPlymouth, MA2026-11-04
Versant Capital Management, Inc
1,149$29.1K0.0%GARPLowPhoenix, AZ2026-10-02
Trust Co of Toledo NA
849$21.5K0.0%GrowthVery LowHolland, OH2026-10-16
Canton Hathaway, LLC
500$12.7K0.0%ValueLowProvidence, RI2026-10-23
First United Bank & Trust
490$12.4K0.0%CoreLowOakland, MD2026-10-22
Richardson Financial Services Inc.
407$10.3K0.0%GrowthMediumMedway, MA2026-10-30
Archer Investment Corp
400$10.1K0.0%CoreMediumCarmel, IN2026-11-05
Jacobi Capital Management LLC
400$10.1K0.0%CoreLowPittston, PA2026-11-05
Winthrop Capital Management, LLC
360$9.1K0.0%ETFLowCarmel, IN2026-11-05
Tsfg, LLC
300$80.0%ETFLowLake Forest, IL2026-10-23
Quest 10 Wealth Builders, Inc.
210$5.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Cape Investment Advisory, Inc.
40$1.0K0.0%ETFLowMcdonough, GA2026-10-13