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 211 institutions that hold shares in the stock, with a total of 24.9 Million shares, which have been reported (via 13F filing form) to have a value of $686 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
12,800
shares
|
$352,896
0.04% of portfolio
|
Q2 2023
Reduced 30.79%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
12,727
shares
|
$350,883
0.0% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,685
shares
|
$349,725
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
12,593
shares
|
$347,189
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,393
shares
|
$341,675
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
12,058
shares
|
$332,439
0.26% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
11,574
shares
|
$319,095
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,220
shares
|
$309,335
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,983
shares
|
$302,801
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,271
shares
|
$283,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,032
shares
|
$276,582
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
10,020
shares
|
$276,251
0.13% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
9,945
shares
|
$274,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
9,752
shares
|
$268,862
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,255
shares
|
$255,160
0.0% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,990
shares
|
$247,854
0.0% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
8,904
shares
|
$245,483
0.07% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,768
shares
|
$241,733
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
8,677
shares
|
$239,224
0.19% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
8,674
shares
|
$239,142
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,474
shares
|
$233,628
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
8,340
shares
|
$229,933
0.14% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,093
shares
|
$223,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,088
shares
|
$222,986
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
8,020
shares
|
$221,111
0.08% of portfolio
|
Q3 2025
Reduced 14.1%
|