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 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-169- 54.17% |
$4.41K - $4.67K
|
143
$3.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-219- 36.2% |
$5.71K - $6.06K
|
386
$10.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-343- 1.69% |
$8.95K - $9.48K
|
19.9K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-364- 2.48% |
$9.49K - $10.1K
|
14.3K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-387- 1.48% |
$10.1K - $10.7K
|
25.7K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-392- 4.57% |
$10.2K - $10.8K
|
8.18K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-505- 5.26% |
$13.2K - $14K
|
9.1K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-746- 7.69% |
$19.5K - $20.6K
|
8.96K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 9.78% |
$28.9K - $30.7K
|
10.2K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4K- 9.43% |
$36.6K - $38.8K
|
13.5K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 25.62% |
$39.1K - $41.4K
|
4.35K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 2.81% |
$47.7K - $50.6K
|
63.3K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.01K- 9.83% |
$52.3K - $55.4K
|
18.4K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2.11K- 7.34% |
$55K - $58.3K
|
26.6K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.18K- 3.73% |
$56.7K - $60.1K
|
56.2K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.74K- 1.25% |
$71.4K - $75.7K
|
216K
$5.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.9K- 2.51% |
$75.6K - $80.2K
|
113K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.23K- 3.69% |
$84.1K - $89.2K
|
84.1K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.63K- 4.13% |
$94.6K - $100K
|
84.1K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.61K- 7.66% |
$120K - $127K
|
55.5K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.87K- 1.16% |
$153K - $162K
|
500K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.49K- 7.46% |
$169K - $180K
|
80.6K
$2.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.55K- 87.33% |
$197K - $209K
|
1.1K
$29K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.2K- 9.85% |
$240K - $254K
|
84.2K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.3K- 13.89% |
$294K - $312K
|
70K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.5K- 50.0% |
$300K - $318K
|
11.5K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-17K- 15.49% |
$444K - $470K
|
92.8K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21K- 55.25% |
$548K - $581K
|
17K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$669K - $710K
|
25
$662
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30K- 65.8% |
$783K - $830K
|
15.6K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31.8K- 92.56% |
$830K - $880K
|
2.56K
$67.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.7K- 4.32% |
$1.19M - $1.26M
|
1.01M
$26.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-49K- 76.37% |
$1.28M - $1.35M
|
15.2K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-50.9K- 17.07% |
$1.33M - $1.41M
|
247K
$6.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-61.8K- 46.14% |
$1.61M - $1.71M
|
72.1K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-69K- 57.64% |
$1.8M - $1.91M
|
50.7K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-110K- 26.07% |
$2.87M - $3.04M
|
312K
$8.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-119K- 65.15% |
$3.1M - $3.29M
|
63.6K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173K- 36.73% |
$4.5M - $4.77M
|
297K
$7.87M
|