Institutional Ownership Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Taxable Mun (BAB). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $676 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
247,754
shares
|
$6.58 Million
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
244,308
shares
|
$6.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
235,439
shares
|
$6.25 Million
3.39% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
222,438
shares
|
$5.91 Million
0.06% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
212,869
shares
|
$5.65 Million
1.06% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
201,129
shares
|
$5.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
200,000
shares
|
$5.31 Million
0.0% of portfolio
|
Q4 2021
Reduced 44.63%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
198,589
shares
|
$5.27 Million
1.33% of portfolio
|
Q2 2023
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
193,361
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
189,832
shares
|
$5.04 Million
0.09% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
183,771
shares
|
$4.88 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
181,490
shares
|
$4.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
140,000
shares
|
$3.72 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
134,584
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
127,184
shares
|
$3.38 Million
1.29% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
126,621
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
123,825
shares
|
$3.29 Million
3.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
120,000
shares
|
$3.19 Million
4.28% of portfolio
|
Q1 2023
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
116,026
shares
|
$3.08 Million
0.25% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
113,953
shares
|
$3.03 Million
0.96% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
112,301
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Added 140276.25%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
107,036
shares
|
$2.84 Million
1.9% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
101,434
shares
|
$2.69 Million
0.08% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
101,265
shares
|
$2.69 Million
0.72% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
97,133
shares
|
$2.58 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.67%
|