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 206 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $681 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
7,682
shares
|
$203,342
0.07% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,526
shares
|
$172,743
0.01% of portfolio
|
Q3 2024
Added 937.52%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,366
shares
|
$168,508
0.0% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,836
shares
|
$154,478
0.12% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,036
shares
|
$133,302
0.08% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,348
shares
|
$115,091
0.01% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,940
shares
|
$77,821
0.01% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
2,920
shares
|
$77,292
0.12% of portfolio
|
Q4 2022
Reduced 35.56%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,897
shares
|
$76,683
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,816
shares
|
$74,539
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,578
shares
|
$68,239
0.03% of portfolio
|
Q4 2022
Reduced 7.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,300
shares
|
$60,881
0.0% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,265
shares
|
$59,954
0.0% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,155
shares
|
$57,042
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,739
shares
|
$46,031
0.0% of portfolio
|
Q3 2023
Reduced 0.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$45,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,692
shares
|
$44,787
0.04% of portfolio
|
Q2 2022
Reduced 70.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,656
shares
|
$43,834
0.0% of portfolio
|
Q2 2023
Reduced 63.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,504
shares
|
$39,810
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$39,705
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,461
shares
|
$38,672
0.01% of portfolio
|
Q2 2024
Reduced 26.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,274
shares
|
$33,722
0.0% of portfolio
|
Q3 2024
Reduced 91.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,108
shares
|
$29,328
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,095
shares
|
$28,984
0.02% of portfolio
|
Q4 2024
Reduced 87.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,068
shares
|
$28,269
0.01% of portfolio
|
Q4 2024
Added 0.95%
|