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 |
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$220,560
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,727
shares
|
$213,033
0.02% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
7,645
shares
|
$210,772
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,580
shares
|
$208,980
0.0% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,391
shares
|
$203,769
0.0% of portfolio
|
Q3 2025
Added 221.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,088
shares
|
$140,276
0.0% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,334
shares
|
$119,488
0.0% of portfolio
|
Q2 2025
Added 634.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,250
shares
|
$117,172
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
4,089
shares
|
$112,733
0.05% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,414
shares
|
$94,123
0.0% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,264
shares
|
$89,988
0.01% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
2,920
shares
|
$80,504
0.12% of portfolio
|
Q4 2022
Reduced 35.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,905
shares
|
$80,090
0.0% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,862
shares
|
$78,905
0.0% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,575
shares
|
$70,992
0.0% of portfolio
|
Q3 2025
Added 1726.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,376
shares
|
$65,506
0.0% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,155
shares
|
$59,413
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
2,010
shares
|
$55,415
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
2,009
shares
|
$55,388
0.46% of portfolio
|
Q3 2025
Reduced 92.35%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1,985
shares
|
$54,726
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,692
shares
|
$46,648
0.04% of portfolio
|
Q2 2022
Reduced 70.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,656
shares
|
$45,655
0.0% of portfolio
|
Q2 2023
Reduced 63.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,504
shares
|
$41,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$41,355
0.0% of portfolio
|
Q1 2025
Reduced 86.96%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,450
shares
|
$39,976
0.0% of portfolio
|
Q2 2025
Added 11.97%
|