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 |
|---|---|---|---|---|---|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
8,183
shares
|
$217,585
0.15% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
8,127
shares
|
$216,096
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$212,720
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
7,682
shares
|
$204,264
0.07% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,133
shares
|
$189,666
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,880
shares
|
$182,939
0.01% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,366
shares
|
$169,271
0.0% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
6,177
shares
|
$164,246
0.12% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,348
shares
|
$115,613
0.01% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,093
shares
|
$108,832
0.06% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,940
shares
|
$78,174
0.01% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
2,920
shares
|
$77,642
0.12% of portfolio
|
Q4 2022
Reduced 35.56%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,897
shares
|
$77,031
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,816
shares
|
$74,877
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,700
shares
|
$71,793
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,557
shares
|
$67,990
0.0% of portfolio
|
Q4 2024
Reduced 92.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,300
shares
|
$61,157
0.0% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,155
shares
|
$57,301
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$46,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,692
shares
|
$44,990
0.04% of portfolio
|
Q2 2022
Reduced 70.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,656
shares
|
$44,033
0.0% of portfolio
|
Q2 2023
Reduced 63.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,557
shares
|
$41,400
0.0% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,504
shares
|
$39,991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$39,885
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,461
shares
|
$38,847
0.01% of portfolio
|
Q2 2024
Reduced 26.4%
|