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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
702
shares
|
$18,266
0.0% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
700
shares
|
$18,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
590
shares
|
$15,351
0.0% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
536
shares
|
$13,946
0.0% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
463
shares
|
$12,047
0.0% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
450
shares
|
$11,709
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
435
shares
|
$11,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
400
shares
|
$10,408
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
386
shares
|
$10,043
0.01% of portfolio
|
Q4 2024
Reduced 36.2%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
369
shares
|
$9,601
0.0% of portfolio
|
Q1 2025
Added 95.24%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
360
shares
|
$9,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
350
shares
|
$9,107
0.01% of portfolio
|
Q4 2022
Reduced 34.58%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
300
shares
|
$7,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
254
shares
|
$6,609
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
250
shares
|
$6,505
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
230
shares
|
$5,984
0.0% of portfolio
|
Q1 2022
Reduced 46.51%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
229
shares
|
$5,958
0.0% of portfolio
|
Q1 2025
Added 60.14%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
221
shares
|
$5,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
210
shares
|
$5,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
200
shares
|
$5,204
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
67
shares
|
$1,743
0.0% of portfolio
|
Q1 2025
Reduced 97.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
49
shares
|
$1,274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
40
shares
|
$1,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
39
shares
|
$1,014
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15
shares
|
$390
0.0% of portfolio
|
Q1 2025
Reduced 99.41%
|