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 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 1.32% |
$68.3K - $72.4K
|
201K
$5.33M
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.58K+ 7.49% |
$67.2K - $71.3K
|
37K
$981K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 21.32% |
$62K - $65.8K
|
13.5K
$359K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.32K+ 24.19% |
$60.6K - $64.2K
|
11.9K
$316K
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
2.09K+ 10.13% |
$54.4K - $57.7K
|
22.7K
$602K
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.94K+ 19.27% |
$50.6K - $53.6K
|
12K
$318K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.92K+ 1.79% |
$50.1K - $53.1K
|
109K
$2.9M
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.75K+ 1.18% |
$45.6K - $48.3K
|
149K
$3.96M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.73KNew |
$45.2K - $47.9K
|
1.73K
$45.9K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$35.7K - $37.9K
|
1.37K
$36.3K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.17KNew |
$30.4K - $32.2K
|
1.17K
$30.9K
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
987+ 2.77% |
$25.7K - $27.3K
|
36.7K
$973K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
914+ 1.16% |
$23.8K - $25.3K
|
79.7K
$2.11M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
896New |
$23.4K - $24.8K
|
896
$23.8K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
744+ 0.97% |
$19.4K - $20.6K
|
77.8K
$2.06M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
708+ 3.71% |
$18.5K - $19.6K
|
19.8K
$524K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
659New |
$17.2K - $18.2K
|
659
$17.5K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
616New |
$16.1K - $17K
|
616
$16.3K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
491+ 5.12% |
$12.8K - $13.6K
|
10.1K
$267K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
450+ 3.96% |
$11.7K - $12.4K
|
11.8K
$313K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435New |
$11.3K - $12K
|
435
$11.5K
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
362+ 0.47% |
$9.44K - $10K
|
76.7K
$2.03M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 5.42% |
$9.23K - $9.79K
|
6.88K
$182K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
341+ 5.84% |
$8.89K - $9.43K
|
6.18K
$164K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
210New |
$5.48K - $5.81K
|
210
$5.57K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.43% |
$3.83K - $4.06K
|
34.2K
$908K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
118+ 0.74% |
$3.08K - $3.26K
|
16.1K
$427K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93+ 0.61% |
$2.43K - $2.57K
|
15.3K
$405K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
59+ 0.45% |
$1.54K - $1.63K
|
13.2K
$351K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$1.04K - $1.11K
|
40
$1.06K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 6.88% |
$991 - $1.05K
|
590
$15.6K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38+ 0.25% |
$991 - $1.05K
|
15K
$398K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 1.0% |
$730 - $774
|
2.82K
$74.7K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.14% |
$443 - $470
|
12.5K
$330K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.38% |
$287 - $304
|
2.9K
$76.8K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.95% |
$261 - $277
|
1.07K
$28.3K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.05% |
$209 - $221
|
15.8K
$420K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6New |
$156 - $166
|
6
$159
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.8% |
$52.2 - $55.3
|
251
$6.66K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 62.5% |
$130 - $138
|
3
$79.6
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 0.99% |
$2.66K - $2.82K
|
10.2K
$271K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-169- 54.17% |
$4.41K - $4.67K
|
143
$3.79K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-219- 36.2% |
$5.71K - $6.06K
|
386
$10.2K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-250- 22.56% |
$6.52K - $6.91K
|
858
$22.8K
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-343- 1.69% |
$8.95K - $9.48K
|
19.9K
$528K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-361- 1.44% |
$9.41K - $9.98K
|
24.7K
$655K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-364- 2.48% |
$9.49K - $10.1K
|
14.3K
$379K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-387- 1.48% |
$10.1K - $10.7K
|
25.7K
$681K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-392- 4.57% |
$10.2K - $10.8K
|
8.18K
$217K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-444- 25.53% |
$11.6K - $12.3K
|
1.3K
$34.3K
|