Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.94K+ 17.64% |
$235K - $244K
|
59.6K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.02K+ 4.22% |
$211K - $219K
|
198K
$5.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.75K+ 98.44% |
$203K - $211K
|
15.6K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.72K+ 13.21% |
$203K - $211K
|
66.2K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.65K+ 4.27% |
$201K - $209K
|
187K
$4.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41K+ 6.49% |
$195K - $202K
|
122K
$3.2M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
6.81K+ 7.59% |
$179K - $186K
|
96.4K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 0.75% |
$177K - $183K
|
899K
$23.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.96K+ 0.96% |
$156K - $163K
|
628K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.85K+ 8.82% |
$153K - $159K
|
72.1K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.83K+ 6.84% |
$153K - $159K
|
91K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5.82KNew |
$153K - $159K
|
5.82K
$153K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.4KNew |
$142K - $147K
|
5.4K
$142K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.4K+ 10.18% |
$142K - $147K
|
58.4K
$1.54M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.35K+ 7.06% |
$140K - $146K
|
81.1K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.65K+ 0.41% |
$122K - $127K
|
1.14M
$30M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.8KNew |
$99.7K - $104K
|
3.8K
$99.9K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.87K+ 37.08% |
$75.3K - $78.3K
|
10.6K
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.85K+ 17.61% |
$74.8K - $77.7K
|
19K
$500K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.7K+ 2.74% |
$70.7K - $73.5K
|
101K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$56.5K - $58.8K
|
2.16K
$56.6K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.03K+ 1.19% |
$53.1K - $55.2K
|
173K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.99KNew |
$52.1K - $54.1K
|
1.99K
$52.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.57K+ 1.86% |
$41.2K - $42.9K
|
86K
$2.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.49K+ 2.99% |
$39K - $40.5K
|
51.1K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 1.9% |
$36.6K - $38K
|
74.9K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 20.63% |
$35.8K - $37.2K
|
7.98K
$210K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.33K+ 7.92% |
$34.8K - $36.2K
|
18.1K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.31K+ 21.42% |
$34.4K - $35.8K
|
7.43K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13K+ 7.7% |
$29.7K - $30.9K
|
15.9K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.1K+ 1.98% |
$28.8K - $29.9K
|
56.5K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.03K+ 1.29% |
$27K - $28.1K
|
80.7K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
861+ 2.44% |
$22.6K - $23.5K
|
36.2K
$951K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
806+ 1.11% |
$21.1K - $22K
|
73.4K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
769+ 1.8% |
$20.2K - $21K
|
43.4K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
712+ 4.98% |
$18.7K - $19.4K
|
15K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
712+ 67.81% |
$18.7K - $19.4K
|
1.76K
$46.3K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
545+ 4.07% |
$14.3K - $14.9K
|
13.9K
$366K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
528+ 3.61% |
$13.9K - $14.4K
|
15.1K
$398K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
400+ 689.66% |
$10.5K - $10.9K
|
458
$12K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 3.47% |
$7.29K - $7.58K
|
8.28K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
261+ 1.19% |
$6.85K - $7.12K
|
22.2K
$584K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
239New |
$6.27K - $6.52K
|
239
$6.28K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
145+ 0.1% |
$3.8K - $3.95K
|
140K
$3.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
138New |
$3.62K - $3.76K
|
138
$3.63K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
125New |
$3.28K - $3.41K
|
125
$3.29K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
103+ 0.64% |
$2.7K - $2.81K
|
16.2K
$426K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71+ 0.81% |
$1.86K - $1.94K
|
8.88K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
48New |
$1.26K - $1.31K
|
48
$1.26K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48+ 0.41% |
$1.26K - $1.31K
|
11.7K
$308K
|