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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
349+ 2.2% |
$9.01K - $9.45K
|
16.2K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
245+ 15.74% |
$6.33K - $6.64K
|
1.8K
$46.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
221New |
$5.71K - $5.99K
|
221
$5.75K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
180+ 95.24% |
$4.65K - $4.88K
|
369
$9.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
176+ 0.03% |
$4.55K - $4.77K
|
541K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 13.96% |
$2.22K - $2.33K
|
702
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
86+ 60.14% |
$2.22K - $2.33K
|
229
$5.96K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
80+ 0.9% |
$2.07K - $2.17K
|
9K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
34+ 0.26% |
$878 - $921
|
13.3K
$345K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.03% |
$284 - $298
|
1.08K
$28.1K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11+ 0.15% |
$284 - $298
|
7.14K
$186K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.38% |
$284 - $298
|
2.91K
$75.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 300.0% |
$232 - $244
|
12
$312
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9+ 0.11% |
$232 - $244
|
8.19K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 0.08% |
$232 - $244
|
11.5K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.2% |
$77.5 - $81.3
|
254
$6.61K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-5- 0.01% |
$129 - $135
|
50.7K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13- 0.01% |
$336 - $352
|
201K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-18- 0.04% |
$465 - $488
|
40.8K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-83- 4.79% |
$2.14K - $2.25K
|
1.65K
$42.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-144- 1.41% |
$3.72K - $3.9K
|
10.1K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-218- 0.61% |
$5.63K - $5.91K
|
35.5K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-239- 0.56% |
$6.17K - $6.47K
|
42.8K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-254- 1.58% |
$6.56K - $6.88K
|
15.8K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-300- 39.32% |
$7.75K - $8.13K
|
463
$12K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-342- 1.29% |
$8.83K - $9.26K
|
26.3K
$683K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 2.22% |
$10.3K - $10.8K
|
17.6K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-435- 0.77% |
$11.2K - $11.8K
|
55.7K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-508- 4.08% |
$13.1K - $13.8K
|
11.9K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-564- 19.18% |
$14.6K - $15.3K
|
2.38K
$61.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-593- 5.02% |
$15.3K - $16.1K
|
11.2K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-679- 4.45% |
$17.5K - $18.4K
|
14.6K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-844- 4.24% |
$21.8K - $22.9K
|
19.1K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-858Closed |
$22.2K - $23.2K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-863- 4.36% |
$22.3K - $23.4K
|
18.9K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-864- 2.52% |
$22.3K - $23.4K
|
33.4K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-904- 10.09% |
$23.4K - $24.5K
|
8.05K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-907- 8.86% |
$23.4K - $24.6K
|
9.33K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.21K- 1.58% |
$31.3K - $32.8K
|
75.5K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.22K- 8.09% |
$31.4K - $32.9K
|
13.8K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.32K- 30.36% |
$34.1K - $35.8K
|
3.03K
$78.8K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.65K- 1.67% |
$42.6K - $44.7K
|
97.1K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.74K- 11.14% |
$44.9K - $47.1K
|
13.9K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.76K- 7.12% |
$45.4K - $47.7K
|
22.9K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.14K- 15.84% |
$55.1K - $57.8K
|
11.3K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.23K- 2.65% |
$57.6K - $60.4K
|
82K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.25K- 32.63% |
$58K - $60.8K
|
4.64K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.4K- 2.59% |
$62K - $65.1K
|
90.4K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.49K- 13.55% |
$64.4K - $67.5K
|
15.9K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.52K- 21.43% |
$65.2K - $68.3K
|
9.25K
$241K
|