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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
12,593
shares
|
$343,537
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
12,590
shares
|
$343,455
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,393
shares
|
$338,081
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
12,058
shares
|
$328,942
0.26% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,752
shares
|
$320,594
0.0% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
11,574
shares
|
$315,738
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,983
shares
|
$299,616
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,271
shares
|
$280,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,032
shares
|
$273,672
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
10,020
shares
|
$273,345
0.13% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
9,752
shares
|
$266,034
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
9,225
shares
|
$251,658
0.0% of portfolio
|
Q4 2025
Added 2.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,768
shares
|
$239,191
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,674
shares
|
$236,626
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Westwood Wealth Management
|
Jan 20, 2026 Q4 2025 |
8,646
shares
|
$235,862
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
8,646
shares
|
$235,862
0.18% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
8,435
shares
|
$230,106
0.07% of portfolio
|
Q4 2025
Reduced 5.27%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
8,409
shares
|
$229,397
0.13% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,370
shares
|
$228,333
0.02% of portfolio
|
Q3 2025
Reduced 39.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,088
shares
|
$220,640
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
8,020
shares
|
$218,785
0.08% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$218,240
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,995
shares
|
$218,103
0.0% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,727
shares
|
$210,792
0.02% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,586
shares
|
$206,946
0.0% of portfolio
|
Q3 2025
New holding
|
|