Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
4.31K+ 44.16% |
$142K - $146K
|
14.1K
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.24K+ 9219.57% |
$140K - $144K
|
4.29K
$113K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.11K+ 34.28% |
$135K - $139K
|
16.1K
$423K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.84KNew |
$126K - $130K
|
3.84K
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 21.26% |
$119K - $122K
|
20.6K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.45K+ 2.8% |
$114K - $117K
|
127K
$3.33M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.13K+ 38.07% |
$103K - $106K
|
11.4K
$299K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.11KNew |
$102K - $105K
|
3.11K
$81.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.84K+ 2.62% |
$93.5K - $96.1K
|
111K
$2.92M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
2.61K+ 3.63% |
$86K - $88.4K
|
74.5K
$1.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.27K+ 3.83% |
$74.8K - $76.9K
|
61.7K
$1.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.12K+ 169.6% |
$69.8K - $71.7K
|
3.37K
$88.6K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.11K+ 11.96% |
$69.6K - $71.5K
|
19.8K
$520K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.98K+ 3.95% |
$65K - $66.9K
|
52K
$1.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.88K+ 30.38% |
$62K - $63.7K
|
8.08K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.7KNew |
$55.9K - $57.5K
|
1.7K
$44.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.65K+ 4.3% |
$54.2K - $55.7K
|
39.9K
$1.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.58K+ 10.83% |
$51.9K - $53.3K
|
16.1K
$424K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.5K+ 9.84% |
$49.4K - $50.8K
|
16.7K
$440K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 11.57% |
$46K - $47.3K
|
13.5K
$354K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.34K+ 11.52% |
$44.1K - $45.3K
|
13K
$341K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
1.33K+ 8.63% |
$43.6K - $44.8K
|
16.7K
$438K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 44.24% |
$35.1K - $36.1K
|
3.48K
$91.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
913+ 65.03% |
$30K - $30.9K
|
2.32K
$60.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
847+ 1.24% |
$27.9K - $28.7K
|
68.9K
$1.81M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
676+ 4.7% |
$22.2K - $22.9K
|
15.1K
$396K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
643+ 2.74% |
$21.2K - $21.8K
|
24.1K
$634K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
560+ 3.1% |
$18.4K - $19K
|
18.6K
$489K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
521+ 6.41% |
$17.1K - $17.6K
|
8.65K
$227K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
439+ 3.44% |
$14.4K - $14.9K
|
13.2K
$346K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
435+ 1.46% |
$14.3K - $14.7K
|
30.3K
$796K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
435+ 1.46% |
$14.3K - $14.7K
|
30.3K
$796K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344+ 0.74% |
$11.3K - $11.6K
|
46.9K
$1.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
304+ 1.95% |
$10K - $10.3K
|
15.9K
$418K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
290+ 2900.0% |
$9.54K - $9.81K
|
300
$7.88K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
253+ 1.47% |
$8.33K - $8.56K
|
17.4K
$458K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
219+ 0.58% |
$7.21K - $7.41K
|
38K
$999K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
122+ 1.48% |
$4.02K - $4.13K
|
8.35K
$219K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
88+ 0.64% |
$2.9K - $2.98K
|
13.8K
$363K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75New |
$2.47K - $2.54K
|
75
$1.97K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
67+ 0.26% |
$2.2K - $2.27K
|
25.5K
$669K
|
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
45+ 0.83% |
$1.48K - $1.52K
|
5.44K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
38+ 0.05% |
$1.25K - $1.29K
|
80.7K
$2.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.62% |
$790 - $812
|
3.88K
$102K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.3% |
$329 - $338
|
3.36K
$88.2K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8+ 0.43% |
$263 - $271
|
1.86K
$48.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.34% |
$263 - $271
|
2.39K
$62.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$32.9 - $33.8
|
16
$420
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$32.9 - $33.8
|
1
$26.3
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-25- 0.04% |
$823 - $846
|
59.5K
$1.56M
|