Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Taxable Mun (BAB) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II TAXABLE MUN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-974- 0.72% |
$25.2K - $26.5K
|
135K
$3.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.1K- 8.39% |
$28.6K - $30K
|
12K
$317K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.13K- 4.25% |
$29.2K - $30.7K
|
25.4K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.17K- 97.33% |
$30.3K - $31.8K
|
32
$841
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 5.11% |
$33.2K - $34.9K
|
23.8K
$626K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 8.73% |
$34.4K - $36.1K
|
13.9K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 30.39% |
$36.2K - $38K
|
3.2K
$84K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.63K- 2.87% |
$42.3K - $44.5K
|
55.3K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.83K- 2.84% |
$47.3K - $49.7K
|
62.5K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.21K- 3.37% |
$57.2K - $60.2K
|
63.3K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.36K- 70.75% |
$61.1K - $64.2K
|
975
$25.6K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.84K- 4.25% |
$73.6K - $77.4K
|
64.1K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.35K- 4.1% |
$86.7K - $91.1K
|
78.2K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.42K- 1.78% |
$88.6K - $93.1K
|
189K
$4.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.5K- 3.51% |
$117K - $123K
|
124K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.53K- 8.08% |
$117K - $123K
|
51.6K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.62K- 11.68% |
$120K - $126K
|
34.9K
$918K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.82K- 5.79% |
$125K - $131K
|
78.4K
$2.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.54K- 66.67% |
$144K - $151K
|
2.77K
$72.8K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.65K- 23.38% |
$146K - $154K
|
18.5K
$486K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.01K- 24.36% |
$156K - $164K
|
18.7K
$491K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.16K- 12.03% |
$160K - $168K
|
45K
$1.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-6.19K- 1.56% |
$160K - $168K
|
389K
$10.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.64K- 11.5% |
$198K - $208K
|
58.8K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.9K- 11.45% |
$205K - $215K
|
61.1K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.34K- 50.78% |
$216K - $227K
|
8.09K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.49K- 1.43% |
$220K - $231K
|
585K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8.63K- 1.14% |
$224K - $235K
|
746K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-8.85K- 17.2% |
$229K - $241K
|
42.6K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 85.72% |
$333K - $350K
|
2.14K
$56.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-14.3K- 10.71% |
$369K - $388K
|
119K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.1K- 58.97% |
$494K - $519K
|
13.3K
$349K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21.1K- 58.3% |
$546K - $574K
|
15.1K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-22.2K- 6.65% |
$574K - $603K
|
311K
$8.17M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-24.9K- 25.64% |
$646K - $679K
|
72.3K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.6K- 11.5% |
$716K - $753K
|
213K
$5.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-31.5K- 45.75% |
$816K - $857K
|
37.3K
$981K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.8K- 4.69% |
$825K - $867K
|
646K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-40.2K- 90.16% |
$1.04M - $1.1M
|
4.39K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.4K- 5.21% |
$1.12M - $1.18M
|
790K
$20.8M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-57.5K- 13.72% |
$1.49M - $1.57M
|
361K
$9.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-96.3K- 18.98% |
$2.49M - $2.62M
|
411K
$10.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-110K- 20.91% |
$2.85M - $3M
|
416K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-175K- 64.94% |
$4.54M - $4.77M
|
94.6K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-819K- 63.62% |
$21.2M - $22.3M
|
468K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.81M- 14.82% |
$46.8M - $49.2M
|
10.4M
$273M
|