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 207 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $648 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
12,058
shares
|
$328,942
0.26% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,752
shares
|
$320,594
0.0% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
11,574
shares
|
$315,738
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,983
shares
|
$299,616
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,271
shares
|
$280,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,032
shares
|
$273,672
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
10,020
shares
|
$273,345
0.13% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
9,752
shares
|
$266,034
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,990
shares
|
$245,247
0.0% of portfolio
|
Q3 2025
Reduced 9.1%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
8,904
shares
|
$242,901
0.07% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,768
shares
|
$239,191
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
8,677
shares
|
$236,708
0.19% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,674
shares
|
$236,626
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,370
shares
|
$228,333
0.02% of portfolio
|
Q3 2025
Reduced 39.81%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
8,340
shares
|
$227,515
0.14% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,088
shares
|
$220,640
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
8,020
shares
|
$218,785
0.08% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$218,240
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,995
shares
|
$218,103
0.0% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,727
shares
|
$210,792
0.02% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
7,645
shares
|
$208,555
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,586
shares
|
$206,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,580
shares
|
$206,782
0.0% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,391
shares
|
$201,626
0.0% of portfolio
|
Q3 2025
Added 221.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,329
shares
|
$199,935
0.0% of portfolio
|
Q3 2025
Reduced 20.81%
|
|