Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
43.5K+ 34.18% |
$1.12M - $1.17M
|
171K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
40.6K+ 7.25% |
$1.04M - $1.09M
|
600K
$16.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.7K+ 4.95% |
$892K - $934K
|
736K
$19.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24.8K+ 524.51% |
$636K - $666K
|
29.5K
$788K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.9K+ 10.15% |
$614K - $643K
|
259K
$6.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.8K+ 33.76% |
$458K - $480K
|
70.7K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
17K+ 30.12% |
$437K - $457K
|
73.5K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
16.5KNew |
$423K - $443K
|
16.5K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15K+ 18.25% |
$384K - $402K
|
96.9K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
14.8KNew |
$381K - $399K
|
14.8K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.4KNew |
$370K - $388K
|
14.4K
$386K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.98KNew |
$205K - $215K
|
7.98K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.93KNew |
$204K - $213K
|
7.93K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.54K+ 13.08% |
$194K - $203K
|
65.1K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.43K+ 4.7% |
$114K - $119K
|
98.6K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.13K+ 4.01% |
$106K - $111K
|
107K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.34K+ 4.42% |
$85.8K - $89.8K
|
78.8K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.98K+ 2.88% |
$51K - $53.4K
|
70.8K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72K+ 5.03% |
$44.2K - $46.3K
|
35.9K
$961K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.67K+ 116.6% |
$42.8K - $44.8K
|
3.09K
$82.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 5.62% |
$36.9K - $38.7K
|
27K
$723K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 8.06% |
$32.7K - $34.3K
|
17.1K
$456K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 25.65% |
$30.5K - $32K
|
5.82K
$156K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
849New |
$21.8K - $22.8K
|
849
$22.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
760+ 2.14% |
$19.5K - $20.4K
|
36.3K
$970K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
644+ 2.22% |
$16.5K - $17.3K
|
29.6K
$793K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
549+ 3.98% |
$14.1K - $14.8K
|
14.4K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
472+ 0.78% |
$12.1K - $12.7K
|
61.3K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
458+ 1.07% |
$11.8K - $12.3K
|
43.2K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
380New |
$9.76K - $10.2K
|
380
$10.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
342+ 73.87% |
$8.79K - $9.2K
|
805
$21.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
290+ 2.15% |
$7.45K - $7.8K
|
13.8K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
230New |
$5.91K - $6.19K
|
230
$6.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
214+ 2.12% |
$5.5K - $5.76K
|
10.3K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
166+ 1.25% |
$4.26K - $4.47K
|
13.4K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
99+ 1.03% |
$2.54K - $2.66K
|
9.75K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87+ 0.6% |
$2.24K - $2.34K
|
14.7K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 0.71% |
$2.11K - $2.21K
|
11.6K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
75+ 0.92% |
$1.93K - $2.02K
|
8.27K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.02% |
$283 - $296
|
1.09K
$29.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 2.0% |
$154 - $161
|
306
$8.18K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.49% |
$25.7 - $26.9
|
68
$1.82K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-46- 1.58% |
$1.18K - $1.24K
|
2.86K
$76.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-58- 0.6% |
$1.49K - $1.56K
|
9.6K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-83- 0.58% |
$2.13K - $2.23K
|
14.2K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-84- 0.44% |
$2.16K - $2.26K
|
18.8K
$503K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-125- 32.38% |
$3.21K - $3.36K
|
261
$6.98K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-189- 51.22% |
$4.86K - $5.08K
|
180
$4.81K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-250- 2.23% |
$6.42K - $6.73K
|
11K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-274- 16.62% |
$7.04K - $7.37K
|
1.38K
$36.8K
|