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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,058
shares
|
$27,804
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,050
shares
|
$27,594
0.0% of portfolio
|
Q3 2024
Reduced 40.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
950
shares
|
$24,966
0.01% of portfolio
|
Q4 2023
Reduced 20.83%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
763
shares
|
$20,051
0.0% of portfolio
|
Q2 2024
Added 66.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
605
shares
|
$15,899
0.01% of portfolio
|
Q3 2024
Added 176.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
552
shares
|
$14,506
0.0% of portfolio
|
Q2 2024
Reduced 30.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
536
shares
|
$14,086
0.0% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
450
shares
|
$11,826
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
400
shares
|
$10,512
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
360
shares
|
$9,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
350
shares
|
$9,198
0.01% of portfolio
|
Q4 2022
Reduced 34.58%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
312
shares
|
$8,199
0.0% of portfolio
|
Q3 2024
Added 126.09%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$7,884
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
300
shares
|
$7,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
250
shares
|
$6,570
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
249
shares
|
$6,543
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
230
shares
|
$6,044
0.0% of portfolio
|
Q1 2022
Reduced 46.51%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
208
shares
|
$5,466
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
200
shares
|
$5,256
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$5,256
0.0% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
189
shares
|
$4,966
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
125
shares
|
$3,285
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
120
shares
|
$3,153
0.0% of portfolio
|
Q3 2023
Reduced 90.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
49
shares
|
$1,287
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
39
shares
|
$1,024
0.0% of portfolio
|
Q3 2022
New holding
|