Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
124KNew |
$3.2M - $3.35M
|
124K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29KNew |
$749K - $786K
|
29K
$761K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
25.9K+ 12.37% |
$670K - $702K
|
235K
$6.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.5K+ 58136.0% |
$375K - $394K
|
14.6K
$382K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.6K+ 4.21% |
$119K - $125K
|
114K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.43KNew |
$36.9K - $38.7K
|
1.43K
$37.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.14K+ 9.5% |
$29.4K - $30.9K
|
13.1K
$345K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
864+ 3.36% |
$22.3K - $23.4K
|
26.5K
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
700New |
$18.1K - $19K
|
700
$18.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
221New |
$5.71K - $5.99K
|
221
$5.8K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
180+ 95.24% |
$4.65K - $4.88K
|
369
$9.69K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.03% |
$284 - $298
|
1.08K
$28.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 0.08% |
$232 - $244
|
11.5K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9+ 0.11% |
$232 - $244
|
8.19K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 2.22% |
$10.3K - $10.8K
|
17.6K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-863- 4.36% |
$22.3K - $23.4K
|
18.9K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.21K- 1.58% |
$31.3K - $32.8K
|
75.5K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.54K- 99.41% |
$65.7K - $68.9K
|
15
$394
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.75K- 97.62% |
$71K - $74.5K
|
67
$1.76K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-6.77K- 9.39% |
$175K - $183K
|
65.3K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-23K- 82.94% |
$593K - $622K
|
4.72K
$124K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-28.7K- 54.96% |
$742K - $778K
|
23.5K
$618K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-48.7K- 52.43% |
$1.26M - $1.32M
|
44.1K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-475K- 93.26% |
$12.3M - $12.9M
|
34.3K
$901K
|