Latest Institutional Transactions on Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Taxable Mun (BAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-466- 0.84% |
$12K - $12.5K
|
54.9K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.09KNew |
$208K - $218K
|
8.09K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 2.0% |
$154 - $161
|
306
$8.35K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 1.96% |
$10.3K - $10.8K
|
20K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
230New |
$5.91K - $6.19K
|
230
$6.27K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
14.8KNew |
$381K - $399K
|
14.8K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
342+ 73.87% |
$8.79K - $9.2K
|
805
$22K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
549+ 3.98% |
$14.1K - $14.8K
|
14.4K
$392K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.46K- 54.37% |
$88.9K - $93.1K
|
2.91K
$79.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
849New |
$21.8K - $22.8K
|
849
$23.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-125- 32.38% |
$3.21K - $3.36K
|
261
$7.12K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.93KNew |
$204K - $213K
|
7.93K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
17K+ 30.12% |
$437K - $457K
|
73.5K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
380New |
$9.76K - $10.2K
|
380
$10.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
644+ 2.22% |
$16.5K - $17.3K
|
29.6K
$809K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-189- 51.22% |
$4.86K - $5.08K
|
180
$4.91K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
99+ 1.03% |
$2.54K - $2.66K
|
9.75K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.67K+ 116.6% |
$42.8K - $44.8K
|
3.09K
$84.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 0.71% |
$2.11K - $2.21K
|
11.6K
$316K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15.3KNew |
$395K - $414K
|
15.3K
$417K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-19.8K- 8.53% |
$512K - $537K
|
213K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10K- 86.96% |
$258K - $271K
|
1.5K
$40.9K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.6KNew |
$274K - $288K
|
10.6K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.3KNew |
$395K - $414K
|
15.3K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
245+ 15.74% |
$6.33K - $6.64K
|
1.8K
$49.2K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45K- 67.35% |
$1.16M - $1.22M
|
21.8K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-904- 10.09% |
$23.4K - $24.5K
|
8.05K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-564- 19.18% |
$14.6K - $15.3K
|
2.38K
$64.8K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
86+ 60.14% |
$2.22K - $2.33K
|
229
$6.25K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.24K+ 4.36% |
$109K - $115K
|
101K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.74K- 11.14% |
$44.9K - $47.1K
|
13.9K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.57K- 30.14% |
$118K - $124K
|
10.6K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.2% |
$77.5 - $81.3
|
254
$6.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.9K- 52.32% |
$230K - $241K
|
8.11K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
20K+ 4.26% |
$517K - $542K
|
490K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.76K- 19.8% |
$97K - $102K
|
15.2K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
9.06K+ 8.1% |
$234K - $246K
|
121K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
700New |
$18.1K - $19K
|
700
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.54K- 99.41% |
$65.7K - $68.9K
|
15
$409
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 2.22% |
$10.3K - $10.8K
|
17.6K
$481K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
221New |
$5.71K - $5.99K
|
221
$6.03K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21KNew |
$547K - $580K
|
21K
$572K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.3K- 49.3% |
$269K - $285K
|
10.6K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
341+ 5.84% |
$8.89K - $9.43K
|
6.18K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$35.7K - $37.9K
|
1.37K
$37.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
118+ 0.74% |
$3.08K - $3.26K
|
16.1K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3K- 21.48% |
$78.2K - $82.9K
|
11K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
210New |
$5.48K - $5.81K
|
210
$5.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-292K- 95.7% |
$7.6M - $8.06M
|
13.1K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-76K- 88.37% |
$1.98M - $2.1M
|
10K
$273K
|
|