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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
5,400
shares
|
$147,312
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,088
shares
|
$138,800
0.0% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,334
shares
|
$118,231
0.0% of portfolio
|
Q2 2025
Added 634.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,250
shares
|
$115,940
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
4,089
shares
|
$111,547
0.05% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,414
shares
|
$93,133
0.0% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,264
shares
|
$89,041
0.01% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
2,920
shares
|
$79,657
0.12% of portfolio
|
Q4 2022
Reduced 35.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,905
shares
|
$79,248
0.0% of portfolio
|
Q2 2025
Reduced 54.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,772
shares
|
$75,620
0.0% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,575
shares
|
$70,246
0.0% of portfolio
|
Q3 2025
Added 1726.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,155
shares
|
$58,788
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
2,010
shares
|
$54,832
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
2,009
shares
|
$54,805
0.46% of portfolio
|
Q3 2025
Reduced 92.35%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1,985
shares
|
$54,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,692
shares
|
$46,157
0.04% of portfolio
|
Q2 2022
Reduced 70.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,656
shares
|
$45,175
0.0% of portfolio
|
Q2 2023
Reduced 63.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,504
shares
|
$41,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$40,920
0.0% of portfolio
|
Q1 2025
Reduced 86.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,450
shares
|
$39,556
0.0% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,370
shares
|
$37,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,262
shares
|
$34,427
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,250
shares
|
$34,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$32,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
1,165
shares
|
$31,781
0.02% of portfolio
|
Q4 2024
New holding
|
|