Institutional Ownership Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Taxable Mun (BAB). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,753
shares
|
$457,021
2.48% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,674
shares
|
$454,866
0.04% of portfolio
|
Q2 2024
Reduced 98.29%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
16,672
shares
|
$454,812
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
16,650
shares
|
$454,212
0.0% of portfolio
|
Q4 2025
Reduced 12.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,649
shares
|
$454,184
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
16,540
shares
|
$451,211
0.11% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,467
shares
|
$449,219
0.0% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,094
shares
|
$439,044
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
16,035
shares
|
$437,434
0.21% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
16,003
shares
|
$436,561
0.01% of portfolio
|
Q4 2025
Reduced 8.73%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,423
shares
|
$420,739
0.02% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Cane Capital Partners, LLC
St Francisville, LA |
Jan 21, 2026 Q4 2025 |
15,354
shares
|
$418,857
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,299
shares
|
$417,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
15,240
shares
|
$415,747
0.0% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
15,239
shares
|
$415,719
0.0% of portfolio
|
Q3 2022
Added 0.81%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,213
shares
|
$415,010
0.03% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
14,968
shares
|
$408,327
0.1% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,759
shares
|
$402,625
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,355
shares
|
$391,604
0.01% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
13,936
shares
|
$380,174
0.0% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
13,705
shares
|
$373,872
0.17% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
13,540
shares
|
$369,371
0.37% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
13,146
shares
|
$358,622
0.0% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
12,800
shares
|
$349,184
0.04% of portfolio
|
Q2 2023
Reduced 30.79%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,685
shares
|
$346,046
0.01% of portfolio
|
Q3 2025
New holding
|
|