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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.5K- 25.62% |
$39.1K - $41.4K
|
4.35K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.71K- 5.57% |
$44.6K - $47.3K
|
29K
$765K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3K- 21.48% |
$78.2K - $82.9K
|
11K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.02K- 9.11% |
$78.6K - $83.4K
|
30.1K
$793K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.23K- 3.69% |
$84.1K - $89.2K
|
84.1K
$2.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.63K- 4.13% |
$94.6K - $100K
|
84.1K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.74K- 13.58% |
$97.6K - $103K
|
23.8K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.61K- 7.66% |
$120K - $127K
|
55.5K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.87K- 1.16% |
$153K - $162K
|
500K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.49K- 7.46% |
$169K - $180K
|
80.6K
$2.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.55K- 87.33% |
$197K - $209K
|
1.1K
$28.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.07K- 12.94% |
$210K - $223K
|
54.3K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.97K- 4.59% |
$234K - $248K
|
187K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.2K- 9.85% |
$240K - $254K
|
84.2K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10K- 50.0% |
$262K - $277K
|
10K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11.3K- 13.89% |
$294K - $312K
|
70K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.5K- 50.0% |
$300K - $318K
|
11.5K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-17K- 15.49% |
$444K - $470K
|
92.8K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-21K- 55.25% |
$548K - $581K
|
17K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.9K- 3.24% |
$572K - $606K
|
656K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$669K - $710K
|
25
$659
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30K- 65.8% |
$783K - $830K
|
15.6K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31.8K- 92.56% |
$830K - $880K
|
2.56K
$67.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.9K- 9.61% |
$857K - $909K
|
309K
$8.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.7K- 4.32% |
$1.19M - $1.26M
|
1.01M
$26.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-49K- 76.37% |
$1.28M - $1.35M
|
15.2K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-50.9K- 17.07% |
$1.33M - $1.41M
|
247K
$6.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-61.8K- 46.14% |
$1.61M - $1.71M
|
72.1K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.2K- 5.3% |
$1.73M - $1.83M
|
1.18M
$31.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-69K- 57.64% |
$1.8M - $1.91M
|
50.7K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-69.7K- 22.26% |
$1.82M - $1.93M
|
244K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-76K- 88.37% |
$1.98M - $2.1M
|
10K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-110K- 26.07% |
$2.87M - $3.04M
|
312K
$8.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-119K- 65.15% |
$3.1M - $3.29M
|
63.6K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173K- 36.73% |
$4.5M - $4.77M
|
297K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-292K- 95.7% |
$7.6M - $8.06M
|
13.1K
$345K
|