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 205 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $642 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,020
shares
|
$342,165
0.01% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
12,800
shares
|
$336,384
0.04% of portfolio
|
Q2 2023
Reduced 30.79%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
12,593
shares
|
$330,944
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
12,435
shares
|
$326,791
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,755
shares
|
$308,921
0.0% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
11,500
shares
|
$302,220
0.01% of portfolio
|
Q4 2023
Reduced 58.51%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,360
shares
|
$298,540
0.07% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,338
shares
|
$297,962
0.03% of portfolio
|
Q2 2024
Added 42.15%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,198
shares
|
$294,283
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,156
shares
|
$293,179
0.0% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
10,808
shares
|
$284,034
0.0% of portfolio
|
Q3 2024
Added 97.44%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
10,385
shares
|
$272,917
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
10,337
shares
|
$271,656
0.13% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
10,062
shares
|
$264,429
0.17% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
9,704
shares
|
$255,021
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,603
shares
|
$252,366
0.03% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
9,602
shares
|
$252,340
0.01% of portfolio
|
Q3 2024
Reduced 73.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
9,584
shares
|
$251,867
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,201
shares
|
$241,802
0.0% of portfolio
|
Q3 2024
Reduced 40.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,748
shares
|
$229,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
8,677
shares
|
$228,031
0.08% of portfolio
|
Q3 2024
Reduced 69.4%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
8,674
shares
|
$227,952
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
8,645
shares
|
$227,190
0.16% of portfolio
|
Q3 2024
Added 350.26%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
8,575
shares
|
$225,351
0.16% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
8,342
shares
|
$219,227
0.04% of portfolio
|
Q2 2022
Added 1.83%
|