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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,374
shares
|
$541,744
0.01% of portfolio
|
Q2 2024
Reduced 47.48%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
19,913
shares
|
$529,486
0.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
19,776
shares
|
$525,843
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
19,528
shares
|
$519,249
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,970
shares
|
$504,412
0.0% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
18,400
shares
|
$489,256
0.25% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
18,025
shares
|
$479,284
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,679
shares
|
$470,084
0.02% of portfolio
|
Q2 2020
Reduced 0.25%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,753
shares
|
$445,462
2.48% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,674
shares
|
$443,361
0.04% of portfolio
|
Q2 2024
Reduced 98.29%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
16,672
shares
|
$443,308
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
16,540
shares
|
$439,798
0.11% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,094
shares
|
$427,939
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
16,051
shares
|
$426,796
0.01% of portfolio
|
Q4 2024
Added 48.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,848
shares
|
$421,398
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,605
shares
|
$414,936
0.01% of portfolio
|
Q4 2024
Reduced 65.8%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
15,271
shares
|
$406,055
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
15,239
shares
|
$405,205
0.0% of portfolio
|
Q3 2022
Added 0.81%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,166
shares
|
$403,263
0.07% of portfolio
|
Q4 2024
Reduced 76.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,022
shares
|
$399,434
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
14,298
shares
|
$380,183
0.0% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,288
shares
|
$379,917
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
13,734
shares
|
$365,187
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,534
shares
|
$359,869
0.0% of portfolio
|
Q4 2024
Added 21.32%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
13,479
shares
|
$358,406
0.01% of portfolio
|
Q4 2024
Reduced 9.43%
|