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 216 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
42,997
shares
|
$1.13 Million
0.39% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
41,421
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2022
Added 40.12%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
40,802
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 57.77%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
38,008
shares
|
$995,809
0.08% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
36,991
shares
|
$969,164
0.7% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
36,681
shares
|
$961,042
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,812
shares
|
$938,274
0.0% of portfolio
|
Q4 2024
Added 289.22%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
35,718
shares
|
$935,811
0.33% of portfolio
|
Q4 2024
Added 34.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
34,320
shares
|
$899,184
0.09% of portfolio
|
Q1 2025
Reduced 93.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,245
shares
|
$897,219
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
31,828
shares
|
$833,893
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,125
shares
|
$789,275
0.06% of portfolio
|
Q3 2022
Reduced 2.43%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
30,076
shares
|
$787,991
0.0% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
29,958
shares
|
$784,899
0.0% of portfolio
|
Q4 2024
Added 37.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
29,026
shares
|
$760,481
0.03% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,997
shares
|
$759,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
26,599
shares
|
$696,893
0.57% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
26,542
shares
|
$695,400
0.02% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
24,701
shares
|
$647,166
0.04% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
23,829
shares
|
$624,319
0.02% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
23,542
shares
|
$616,800
0.04% of portfolio
|
Q1 2025
Reduced 54.96%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
22,732
shares
|
$595,578
0.24% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
22,682
shares
|
$594,268
0.17% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
22,286
shares
|
$583,893
0.14% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
22,016
shares
|
$576,819
0.85% of portfolio
|
Q4 2023
Reduced 2.43%
|