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 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $666 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
97,133
shares
|
$2.53 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
94,200
shares
|
$2.45 Million
0.97% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
90,372
shares
|
$2.35 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
89,666
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
82,013
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
81,980
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
81,250
shares
|
$2.11 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
75,462
shares
|
$1.96 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
70,775
shares
|
$1.84 Million
0.18% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
70,740
shares
|
$1.84 Million
0.29% of portfolio
|
Q2 2023
Reduced 2.1%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
68,781
shares
|
$1.79 Million
0.61% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
65,346
shares
|
$1.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
65,121
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
60,788
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
57,602
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
56,456
shares
|
$1.47 Million
1.0% of portfolio
|
Q2 2022
Reduced 37.27%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
55,746
shares
|
$1.45 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
55,327
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
54,152
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
52,831
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 124.41%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
50,730
shares
|
$1.32 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
49,367
shares
|
$1.28 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
48,002
shares
|
$1.25 Million
0.4% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
47,499
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 38.93%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
44,142
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 52.43%
|