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 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.98K+ 2.88% |
$51K - $53.4K
|
70.8K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72K+ 5.03% |
$44.2K - $46.3K
|
35.9K
$982K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.67K+ 116.6% |
$42.8K - $44.8K
|
3.09K
$84.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 5.62% |
$36.9K - $38.7K
|
27K
$738K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 8.06% |
$32.7K - $34.3K
|
17.1K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.26K+ 1.08% |
$32.2K - $33.8K
|
117K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.25KNew |
$32.1K - $33.6K
|
1.25K
$34.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 25.65% |
$30.5K - $32K
|
5.82K
$159K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
849New |
$21.8K - $22.8K
|
849
$23.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
760+ 2.14% |
$19.5K - $20.4K
|
36.3K
$990K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
644+ 2.22% |
$16.5K - $17.3K
|
29.6K
$809K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
549+ 3.98% |
$14.1K - $14.8K
|
14.4K
$392K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
472+ 0.78% |
$12.1K - $12.7K
|
61.3K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
458+ 1.07% |
$11.8K - $12.3K
|
43.2K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
430+ 3.6% |
$11K - $11.6K
|
12.4K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
380New |
$9.76K - $10.2K
|
380
$10.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
342+ 73.87% |
$8.79K - $9.2K
|
805
$22K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
BUY
|
- |
290+ 2.15% |
$7.45K - $7.8K
|
13.8K
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
230New |
$5.91K - $6.19K
|
230
$6.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
214+ 2.12% |
$5.5K - $5.76K
|
10.3K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
166+ 1.25% |
$4.26K - $4.47K
|
13.4K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
155+ 11.97% |
$3.98K - $4.17K
|
1.45K
$39.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
143+ 0.88% |
$3.67K - $3.85K
|
16.3K
$446K
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
118+ 1.14% |
$3.03K - $3.17K
|
10.5K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
99+ 1.03% |
$2.54K - $2.66K
|
9.75K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
87+ 0.6% |
$2.24K - $2.34K
|
14.7K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 0.71% |
$2.11K - $2.21K
|
11.6K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
75+ 0.92% |
$1.93K - $2.02K
|
8.27K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40New |
$1.03K - $1.08K
|
40
$1.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 283.33% |
$873 - $915
|
46
$1.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
22+ 0.2% |
$565 - $592
|
11.2K
$306K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.02% |
$283 - $296
|
1.09K
$29.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.09% |
$206 - $215
|
9.34K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 2.0% |
$154 - $161
|
306
$8.36K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4New |
$103 - $108
|
4
$109
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$51.4 - $53.8
|
10K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.49% |
$25.7 - $26.9
|
68
$1.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23- 0.03% |
$591 - $619
|
82K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-46- 1.58% |
$1.18K - $1.24K
|
2.86K
$78.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-58- 0.6% |
$1.49K - $1.56K
|
9.6K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-83- 0.58% |
$2.13K - $2.23K
|
14.2K
$388K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-84- 0.44% |
$2.16K - $2.26K
|
18.8K
$514K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-125- 32.38% |
$3.21K - $3.36K
|
261
$7.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-125- 0.54% |
$3.21K - $3.36K
|
23.2K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-189- 51.22% |
$4.86K - $5.08K
|
180
$4.92K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-248- 1.3% |
$6.37K - $6.67K
|
18.8K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-250- 2.23% |
$6.42K - $6.73K
|
11K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-254- 0.58% |
$6.53K - $6.83K
|
43.9K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-274- 16.62% |
$7.04K - $7.37K
|
1.38K
$37.6K
|