13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
BAB

Invesco Taxable Muni Bond ETF

200 institutions still hold Invesco Taxable Muni Bond ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138g805·200 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.6%
vs prior quarter
13F value held
$476M
74.0% inst. owned
of float
Holders
200
+23 QoQ
filers reporting
Activity
+85 / −51
+977 added · −960 reduced
this quarter
Concentration
18.00%
Annex Advisory Services, LLC #1
top holder share
AI Holders Summary · Q1 2026

200 institutions reported BAB in Q1 2026. Annex Advisory Services, LLC leads at 18.0% of the visible book. +23 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Annex Advisory Services, LLC
CIK 0001542287
$86M3.2M1.61%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M1.6M0.01%Q1 202603
HighTower Advisors, LLC
CIK 0001462245
$43M1.6M0.05%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$36M1.3M0.01%Q1 202605
STATE OF WISCONSIN INVESTMENT BOARD
CIK 0000854157
$36M1.3M0.08%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M1.0M0.00%Q1 202607
MORGAN STANLEY
CIK 0000895421
$22M824K0.00%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M791K0.00%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M677K0.00%Q1 202610
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$18M668K3.13%Q1 202611
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$18M659K0.36%Q1 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$16M590K0.01%Q4 202513
CONNING INC.
CIK 0000801051
$13M490K0.44%Q1 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$12M464K0.00%Q1 202615
Kingsview Wealth Management, LLC
CIK 0001791965
$12M444K0.16%Q1 202616
RATIONAL ADVISORS, INC.
CIK 0001143565
$12M432K1.19%Q1 202617
Tortoise Investment Management, LLC
CIK 0001599511
$12M428K0.95%Q1 202618
LPL Financial LLC
CIK 0001403438
$11M421K0.00%Q1 202619
UBS Group AG
CIK 0001610520
$11M411K0.00%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$9M338K0.01%Q1 2026
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