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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
896New |
$23.4K - $24.8K
|
896
$23.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
744+ 0.97% |
$19.4K - $20.6K
|
77.8K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
708+ 3.71% |
$18.5K - $19.6K
|
19.8K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
659New |
$17.2K - $18.2K
|
659
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
616New |
$16.1K - $17K
|
616
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
491+ 5.12% |
$12.8K - $13.6K
|
10.1K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
450+ 3.96% |
$11.7K - $12.4K
|
11.8K
$311K
|
|
|
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
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 5.42% |
$9.23K - $9.79K
|
6.88K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
210New |
$5.48K - $5.81K
|
210
$5.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147+ 0.43% |
$3.83K - $4.06K
|
34.2K
$903K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
93+ 0.61% |
$2.43K - $2.57K
|
15.3K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
59+ 0.45% |
$1.54K - $1.63K
|
13.2K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
40New |
$1.04K - $1.11K
|
40
$1.05K
|
|
|
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
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 1.0% |
$730 - $774
|
2.82K
$74.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.14% |
$443 - $470
|
12.5K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.38% |
$287 - $304
|
2.9K
$76.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.95% |
$261 - $277
|
1.07K
$28.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.05% |
$209 - $221
|
15.8K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6New |
$156 - $166
|
6
$158
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.8% |
$52.2 - $55.3
|
251
$6.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 62.5% |
$130 - $138
|
3
$79.1
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 0.99% |
$2.66K - $2.82K
|
10.2K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-169- 54.17% |
$4.41K - $4.67K
|
143
$3.77K
|
|
|
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
$22.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-343- 1.69% |
$8.95K - $9.48K
|
19.9K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-364- 2.48% |
$9.49K - $10.1K
|
14.3K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-387- 1.48% |
$10.1K - $10.7K
|
25.7K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-392- 4.57% |
$10.2K - $10.8K
|
8.18K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-444- 25.53% |
$11.6K - $12.3K
|
1.3K
$34.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-452- 5.21% |
$11.8K - $12.5K
|
8.23K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-505- 5.26% |
$13.2K - $14K
|
9.1K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-602- 2.99% |
$15.7K - $16.6K
|
19.5K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-708- 31.26% |
$18.5K - $19.6K
|
1.56K
$41.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-746- 7.69% |
$19.5K - $20.6K
|
8.96K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-943- 18.73% |
$24.6K - $26.1K
|
4.09K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 9.78% |
$28.9K - $30.7K
|
10.2K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 9.85% |
$33.5K - $35.6K
|
11.8K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4K- 9.43% |
$36.6K - $38.8K
|
13.5K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 25.62% |
$39.1K - $41.4K
|
4.35K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 2.81% |
$47.7K - $50.6K
|
63.3K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.01K- 9.83% |
$52.3K - $55.4K
|
18.4K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2.11K- 7.34% |
$55K - $58.3K
|
26.6K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.18K- 3.73% |
$56.7K - $60.1K
|
56.2K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-2.74K- 1.25% |
$71.4K - $75.7K
|
216K
$5.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.9K- 2.51% |
$75.6K - $80.2K
|
113K
$2.97M
|