Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64MNew |
$42.7M - $45.2M
|
1.64M
$43.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
180KNew |
$4.7M - $4.98M
|
180K
$4.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
170K+ 47.38% |
$4.43M - $4.7M
|
529K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159K+ 15.87% |
$4.16M - $4.41M
|
1.16M
$30.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.6K+ 49.04% |
$1.03M - $1.09M
|
120K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38KNew |
$991K - $1.05M
|
38K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.7KNew |
$722K - $765K
|
27.7K
$733K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.2K+ 3.93% |
$502K - $532K
|
509K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.2K+ 7.7% |
$475K - $504K
|
255K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16K+ 8.25% |
$416K - $441K
|
210K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.9K+ 57.77% |
$390K - $413K
|
40.8K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13.7KNew |
$358K - $380K
|
13.7K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.17K+ 34.53% |
$239K - $253K
|
35.7K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.22K+ 37.83% |
$214K - $227K
|
30K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$212K - $225K
|
8.13K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.34K+ 9.25% |
$191K - $203K
|
86.7K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.89K+ 6.56% |
$180K - $191K
|
112K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.63K+ 6.46% |
$173K - $183K
|
109K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6K+ 6.91% |
$156K - $166K
|
92.8K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.95K+ 14.01% |
$155K - $165K
|
48.5K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.24K+ 48.51% |
$137K - $145K
|
16.1K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.49K+ 3.92% |
$91K - $96.5K
|
92.5K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.38K+ 6.91% |
$88.2K - $93.5K
|
52.3K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.14K+ 4.92% |
$81.8K - $86.8K
|
66.9K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.84K+ 1.24% |
$74.1K - $78.6K
|
233K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 21.32% |
$62K - $65.8K
|
13.5K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.32K+ 24.19% |
$60.6K - $64.2K
|
11.9K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.94K+ 19.27% |
$50.6K - $53.6K
|
12K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.92K+ 1.79% |
$50.1K - $53.1K
|
109K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.73KNew |
$45.2K - $47.9K
|
1.73K
$45.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
896New |
$23.4K - $24.8K
|
896
$23.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
744+ 0.97% |
$19.4K - $20.6K
|
77.8K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
708+ 3.71% |
$18.5K - $19.6K
|
19.8K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
659New |
$17.2K - $18.2K
|
659
$17.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
450+ 3.96% |
$11.7K - $12.4K
|
11.8K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435New |
$11.3K - $12K
|
435
$11.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
362+ 0.47% |
$9.44K - $10K
|
76.7K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 5.42% |
$9.23K - $9.79K
|
6.88K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.43% |
$3.83K - $4.06K
|
34.2K
$906K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93+ 0.61% |
$2.43K - $2.57K
|
15.3K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
59+ 0.45% |
$1.54K - $1.63K
|
13.2K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$1.04K - $1.11K
|
40
$1.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38+ 0.25% |
$991 - $1.05K
|
15K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 6.88% |
$991 - $1.05K
|
590
$15.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 1.0% |
$730 - $774
|
2.82K
$74.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.14% |
$443 - $470
|
12.5K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.38% |
$287 - $304
|
2.9K
$76.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.95% |
$261 - $277
|
1.07K
$28.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.8% |
$52.2 - $55.3
|
251
$6.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-219- 36.2% |
$5.71K - $6.06K
|
386
$10.2K
|