Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64MNew |
$42.7M - $45.2M
|
1.64M
$43.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
180KNew |
$4.7M - $4.98M
|
180K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
170K+ 47.38% |
$4.43M - $4.7M
|
529K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
169K+ 32.6% |
$4.41M - $4.68M
|
688K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159K+ 15.87% |
$4.16M - $4.41M
|
1.16M
$30.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 108.91% |
$3.23M - $3.42M
|
237K
$6.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
81.3KNew |
$2.12M - $2.25M
|
81.3K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.9K+ 3841.76% |
$1.28M - $1.35M
|
50.2K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.6K+ 8.55% |
$1.11M - $1.18M
|
541K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.6K+ 49.04% |
$1.03M - $1.09M
|
120K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38KNew |
$991K - $1.05M
|
38K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.8KNew |
$830K - $880K
|
31.8K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.7K+ 2.64% |
$776K - $822K
|
1.16M
$30.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27.7KNew |
$722K - $765K
|
27.7K
$730K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
19.2K+ 3.93% |
$502K - $532K
|
509K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.2K+ 7.7% |
$475K - $504K
|
255K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.1K+ 8.87% |
$447K - $474K
|
210K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16K+ 8.25% |
$416K - $441K
|
210K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.9K+ 57.77% |
$390K - $413K
|
40.8K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
13.7KNew |
$358K - $380K
|
13.7K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 5.35% |
$308K - $327K
|
233K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 12.5% |
$254K - $269K
|
87.6K
$2.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
9.17K+ 34.53% |
$239K - $253K
|
35.7K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.22K+ 37.83% |
$214K - $227K
|
30K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$212K - $225K
|
8.13K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.35K+ 0.99% |
$192K - $203K
|
752K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.34K+ 9.25% |
$191K - $203K
|
86.7K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.13KNew |
$186K - $197K
|
7.13K
$188K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
6.89K+ 6.56% |
$180K - $191K
|
112K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.63K+ 6.46% |
$173K - $183K
|
109K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6K+ 6.91% |
$156K - $166K
|
92.8K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.95K+ 14.01% |
$155K - $165K
|
48.5K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.24K+ 48.51% |
$137K - $145K
|
16.1K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
4.62K+ 12.05% |
$121K - $128K
|
43K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
3.89K+ 46.99% |
$102K - $108K
|
12.2K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.49K+ 3.92% |
$91K - $96.5K
|
92.5K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.38K+ 6.91% |
$88.2K - $93.5K
|
52.3K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.14K+ 4.92% |
$81.8K - $86.8K
|
66.9K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.84K+ 1.24% |
$74.1K - $78.6K
|
233K
$6.14M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.71K+ 2.82% |
$70.7K - $75K
|
98.8K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 1.32% |
$68.3K - $72.4K
|
201K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 21.32% |
$62K - $65.8K
|
13.5K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.32K+ 24.19% |
$60.6K - $64.2K
|
11.9K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
2.09K+ 10.13% |
$54.4K - $57.7K
|
22.7K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.94K+ 19.27% |
$50.6K - $53.6K
|
12K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.92K+ 1.79% |
$50.1K - $53.1K
|
109K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.75K+ 1.18% |
$45.6K - $48.3K
|
149K
$3.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.73KNew |
$45.2K - $47.9K
|
1.73K
$45.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.17KNew |
$30.4K - $32.2K
|
1.17K
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
914+ 1.16% |
$23.8K - $25.3K
|
79.7K
$2.1M
|