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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,635
shares
|
$120,602
0.0% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
4,262
shares
|
$110,897
0.06% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,033
shares
|
$104,938
0.0% of portfolio
|
Q1 2025
Reduced 71.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,028
shares
|
$78,788
0.01% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
2,920
shares
|
$75,978
0.12% of portfolio
|
Q4 2022
Reduced 35.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,908
shares
|
$75,666
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,700
shares
|
$70,254
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,376
shares
|
$61,823
0.0% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,300
shares
|
$59,846
0.0% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,155
shares
|
$56,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,802
shares
|
$46,888
0.0% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,692
shares
|
$44,025
0.04% of portfolio
|
Q2 2022
Reduced 70.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,656
shares
|
$43,089
0.0% of portfolio
|
Q2 2023
Reduced 63.45%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,649
shares
|
$42,906
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,504
shares
|
$39,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,500
shares
|
$39,030
0.0% of portfolio
|
Q1 2025
Reduced 86.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,461
shares
|
$38,015
0.01% of portfolio
|
Q2 2024
Reduced 26.4%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,428
shares
|
$37,156
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,370
shares
|
$35,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,295
shares
|
$33,695
0.0% of portfolio
|
Q4 2024
Reduced 25.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
1,165
shares
|
$30,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,095
shares
|
$28,491
0.02% of portfolio
|
Q4 2024
Reduced 87.33%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,079
shares
|
$28,075
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,050
shares
|
$27,321
0.0% of portfolio
|
Q3 2024
Reduced 40.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
950
shares
|
$24,719
0.01% of portfolio
|
Q4 2023
Reduced 20.83%
|