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 214 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $716 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,235
shares
|
$351,918
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,088
shares
|
$348,009
0.01% of portfolio
|
Q4 2024
Reduced 95.7%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
12,800
shares
|
$340,352
0.04% of portfolio
|
Q2 2023
Reduced 30.79%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
12,593
shares
|
$334,847
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,452
shares
|
$331,098
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
12,181
shares
|
$323,892
0.08% of portfolio
|
Q4 2024
Added 46.99%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
12,001
shares
|
$319,106
0.18% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
11,926
shares
|
$317,112
0.03% of portfolio
|
Q4 2024
Added 24.19%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,810
shares
|
$314,027
0.05% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,775
shares
|
$313,097
0.01% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$305,785
0.01% of portfolio
|
Q4 2023
Reduced 58.51%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11,483
shares
|
$305,332
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,198
shares
|
$297,754
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,962
shares
|
$291,479
0.03% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
10,588
shares
|
$281,534
0.01% of portfolio
|
Q4 2024
Reduced 49.3%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,235
shares
|
$272,148
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,229
shares
|
$271,989
0.03% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
10,075
shares
|
$267,894
0.0% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,030
shares
|
$266,697
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$265,900
0.0% of portfolio
|
Q4 2024
Reduced 88.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,097
shares
|
$241,889
0.01% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
8,958
shares
|
$238,193
0.14% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,919
shares
|
$237,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
8,674
shares
|
$230,641
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,225
shares
|
$218,702
0.08% of portfolio
|
Q4 2024
Reduced 5.21%
|