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 204 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $634 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
12,593
shares
|
$331,699
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,452
shares
|
$327,985
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,810
shares
|
$311,075
0.05% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,755
shares
|
$309,626
0.0% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
11,500
shares
|
$302,910
0.01% of portfolio
|
Q4 2023
Reduced 58.51%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11,483
shares
|
$302,462
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,338
shares
|
$298,642
0.03% of portfolio
|
Q2 2024
Added 42.15%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,198
shares
|
$294,955
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,156
shares
|
$293,849
0.0% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
10,808
shares
|
$284,682
0.0% of portfolio
|
Q3 2024
Added 97.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$272,276
0.13% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
10,062
shares
|
$265,033
0.17% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
9,704
shares
|
$255,603
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,603
shares
|
$252,943
0.03% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
9,584
shares
|
$252,442
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,201
shares
|
$242,354
0.0% of portfolio
|
Q3 2024
Reduced 40.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,097
shares
|
$239,614
0.01% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,748
shares
|
$230,422
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
8,677
shares
|
$228,552
0.08% of portfolio
|
Q3 2024
Reduced 69.4%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
8,674
shares
|
$228,473
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
8,287
shares
|
$218,279
0.06% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
8,183
shares
|
$215,540
0.15% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$210,720
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
7,682
shares
|
$202,343
0.07% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,526
shares
|
$171,894
0.01% of portfolio
|
Q3 2024
Added 937.52%
|