Latest Institutional Transactions on Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Taxable Mun (BAB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-484- 5.23% |
$12.4K - $13K
|
8.77K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
14K+ 196.42% |
$360K - $377K
|
21.2K
$577K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4New |
$103 - $108
|
4
$109
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-466- 0.84% |
$12K - $12.5K
|
54.9K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.6K+ 3.83% |
$1.25M - $1.31M
|
1.32M
$36M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
430+ 3.6% |
$11K - $11.6K
|
12.4K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.4K+ 7.08% |
$345K - $362K
|
203K
$5.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
12.4KNew |
$320K - $335K
|
12.4K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28.2K- 11.54% |
$724K - $758K
|
216K
$5.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-117K- 13.74% |
$3.01M - $3.15M
|
735K
$20M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-48.4K- 68.45% |
$1.24M - $1.3M
|
22.3K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23- 0.03% |
$591 - $619
|
82K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
143+ 0.88% |
$3.67K - $3.85K
|
16.3K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.09KNew |
$208K - $218K
|
8.09K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3K+ 4.06% |
$342K - $358K
|
341K
$9.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.94K- 0.75% |
$75.5K - $79.1K
|
387K
$10.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
13.7K+ 13.5% |
$351K - $368K
|
115K
$3.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.09% |
$206 - $215
|
9.34K
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-248- 1.3% |
$6.37K - $6.67K
|
18.8K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-254- 0.58% |
$6.53K - $6.83K
|
43.9K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.26K- 3.78% |
$32.4K - $33.9K
|
32.1K
$876K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
23.9K+ 10.15% |
$614K - $643K
|
259K
$7.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-561- 79.91% |
$14.4K - $15.1K
|
141
$3.85K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.4KNew |
$370K - $388K
|
14.4K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.7K+ 4.95% |
$892K - $934K
|
736K
$20.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 2.0% |
$154 - $161
|
306
$8.34K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 5.62% |
$36.9K - $38.7K
|
27K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-274- 16.62% |
$7.04K - $7.37K
|
1.38K
$37.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72K+ 5.03% |
$44.2K - $46.3K
|
35.9K
$980K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-860- 0.47% |
$22.1K - $23.1K
|
181K
$4.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.98KNew |
$205K - $215K
|
7.98K
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
40.6K+ 7.25% |
$1.04M - $1.09M
|
600K
$16.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.07K- 6.71% |
$27.4K - $28.7K
|
14.8K
$405K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.24K- 2.23% |
$31.9K - $33.4K
|
54.5K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
17.8K+ 33.76% |
$458K - $480K
|
70.7K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.54K+ 13.08% |
$194K - $203K
|
65.1K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-326K- 67.38% |
$8.38M - $8.77M
|
158K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-4.18K- 8.47% |
$107K - $112K
|
45.2K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 1.96% |
$10.3K - $10.8K
|
20K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24.8K+ 524.51% |
$636K - $666K
|
29.5K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.34K+ 4.42% |
$85.8K - $89.8K
|
78.8K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.5K- 8.66% |
$1.86M - $1.95M
|
765K
$20.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.26K- 19.88% |
$57.9K - $60.7K
|
9.09K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.27K+ 8.06% |
$32.7K - $34.3K
|
17.1K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-4.23K- 4.68% |
$109K - $114K
|
86.1K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-344K- 89.86% |
$8.84M - $9.26M
|
38.8K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.1K- 6.57% |
$310K - $325K
|
172K
$4.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
230New |
$5.91K - $6.19K
|
230
$6.27K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
166+ 1.25% |
$4.26K - $4.47K
|
13.4K
$366K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
14.8KNew |
$381K - $399K
|
14.8K
$405K
|