Purchases and Sales Made in Q4 2021 in Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Taxable Mun (BAB) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II TAXABLE MUN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.06% |
$359 - $368
|
18.4K
$481K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$32.6 - $33.5
|
12.9K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$32.6 - $33.5
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.04% |
$32.6 - $33.5
|
2.78K
$72.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-113- 0.7% |
$3.69K - $3.78K
|
16K
$419K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-122- 1.7% |
$3.98K - $4.08K
|
7.06K
$185K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-131- 0.46% |
$4.27K - $4.38K
|
28.6K
$749K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-161- 1.18% |
$5.25K - $5.39K
|
13.5K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-169- 0.18% |
$5.51K - $5.65K
|
94.8K
$2.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-200Closed |
$6.52K - $6.69K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-223- 0.18% |
$7.27K - $7.46K
|
127K
$3.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-229- 8.3% |
$7.47K - $7.66K
|
2.53K
$66.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-240- 2.11% |
$7.83K - $8.03K
|
11.1K
$291K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-323- 0.69% |
$10.5K - $10.8K
|
46.6K
$1.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-330Closed |
$10.8K - $11K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-421- 0.37% |
$13.7K - $14.1K
|
112K
$2.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-433- 1.8% |
$14.1K - $14.5K
|
23.7K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-482- 3.11% |
$15.7K - $16.1K
|
15K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-590- 4.64% |
$19.2K - $19.7K
|
12.1K
$317K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 50.04% |
$22.8K - $23.4K
|
699
$18.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-800- 9.88% |
$26.1K - $26.8K
|
7.3K
$191K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-823- 9.26% |
$26.8K - $27.5K
|
8.06K
$211K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-888Closed |
$29K - $29.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.07K- 8.12% |
$34.7K - $35.6K
|
12.1K
$315K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.08K- 5.56% |
$35.1K - $36K
|
18.3K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12K- 7.04% |
$36.5K - $37.4K
|
14.8K
$387K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.49K- 2.87% |
$48.7K - $49.9K
|
50.5K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 10.67% |
$48.9K - $50.2K
|
12.6K
$328K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-1.55K- 9.31% |
$50.7K - $51.9K
|
15.1K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 4.27% |
$52.9K - $54.3K
|
36.4K
$952K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.93K- 9.22% |
$62.8K - $64.4K
|
19K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.01K- 32.56% |
$65.6K - $67.2K
|
4.16K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.04K- 65.6% |
$66.4K - $68.1K
|
1.07K
$27.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.12K- 62.91% |
$69.2K - $70.9K
|
1.25K
$32.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.32KClosed |
$75.6K - $77.5K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.42K- 9.51% |
$78.9K - $80.9K
|
23K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.6K- 15.32% |
$84.9K - $87K
|
14.4K
$376K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.61K- 28.05% |
$85K - $87.2K
|
6.69K
$175K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-2.82K- 14.02% |
$92K - $94.3K
|
17.3K
$452K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.97K- 14.49% |
$96.9K - $99.3K
|
17.5K
$459K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.24K- 13.05% |
$106K - $108K
|
21.6K
$564K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.41K- 14.15% |
$111K - $114K
|
20.7K
$542K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.84KClosed |
$125K - $128K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.86K- 14.64% |
$126K - $129K
|
22.5K
$588K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-3.86K- 29.48% |
$126K - $129K
|
9.24K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.12K- 35.08% |
$134K - $138K
|
7.63K
$200K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.35KClosed |
$142K - $146K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.34K- 7.26% |
$174K - $179K
|
68.2K
$1.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-5.84K- 9.35% |
$191K - $195K
|
56.7K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-6.3KClosed |
$206K - $211K
|
0
$0
|