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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,370
shares
|
$36,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,295
shares
|
$34,434
0.0% of portfolio
|
Q4 2024
Reduced 25.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
1,165
shares
|
$30,977
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,095
shares
|
$29,116
0.02% of portfolio
|
Q4 2024
Reduced 87.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,068
shares
|
$28,398
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,050
shares
|
$27,919
0.0% of portfolio
|
Q3 2024
Reduced 40.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
950
shares
|
$25,260
0.01% of portfolio
|
Q4 2023
Reduced 20.83%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
896
shares
|
$23,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
858
shares
|
$22,814
0.0% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
763
shares
|
$20,288
0.0% of portfolio
|
Q2 2024
Added 66.59%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
659
shares
|
$17,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
616
shares
|
$16,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
590
shares
|
$15,688
0.0% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
536
shares
|
$14,252
0.0% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
450
shares
|
$11,965
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
435
shares
|
$11,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
400
shares
|
$10,636
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
386
shares
|
$10,263
0.01% of portfolio
|
Q4 2024
Reduced 36.2%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
360
shares
|
$9,572
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
350
shares
|
$9,306
0.01% of portfolio
|
Q4 2022
Reduced 34.58%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
300
shares
|
$7,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$7,977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
251
shares
|
$6,674
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
250
shares
|
$6,647
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
230
shares
|
$6,115
0.0% of portfolio
|
Q1 2022
Reduced 46.51%
|