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 211 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $775 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
90,996
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Added 6.84%
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 24, 2024 Q1 2024 |
86,003
shares
|
$2.27 Million
1.89% of portfolio
|
Q1 2024
Added 1.86%
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
82,164
shares
|
$2.17 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
81,080
shares
|
$2.14 Million
0.53% of portfolio
|
Q1 2024
Added 18.23%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Apr 23, 2024 Q1 2024 |
80,697
shares
|
$2.13 Million
0.22% of portfolio
|
Q1 2024
Added 1.29%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
76,070
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2024
Added 549.28%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
74,890
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2024
Closed
|
|
Signature Wealth Management Group
|
Apr 22, 2024 Q1 2024 |
74,489
shares
|
$1.97 Million
0.89% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2024 Q1 2024 |
73,415
shares
|
$1.94 Million
0.39% of portfolio
|
Q1 2024
Added 1.11%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 29, 2024 Q1 2024 |
72,339
shares
|
$1.91 Million
0.34% of portfolio
|
Q1 2024
Reduced 76.17%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
72,115
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2024
Added 8.82%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
71,823
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.93%
|
|
Astoria Portfolio Advisors Llc.
|
Apr 16, 2024 Q1 2024 |
70,831
shares
|
$1.87 Million
0.72% of portfolio
|
Q1 2024
Added 36.99%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
70,740
shares
|
$1.87 Million
0.29% of portfolio
|
Q2 2023
Reduced 2.1%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
69,033
shares
|
$1.82 Million
0.11% of portfolio
|
Q1 2024
Added 31.2%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
67,432
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Biltmore Family Office, LLC
|
May 14, 2024 Q1 2024 |
66,167
shares
|
$1.75 Million
0.35% of portfolio
|
Q1 2024
Added 13.21%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2024 Q1 2024 |
62,584
shares
|
$1.65 Million
0.5% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
Kg&L Capital Management,Llc
|
Apr 25, 2024 Q1 2024 |
60,377
shares
|
$1.59 Million
0.65% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Axs Investments LLC
Port Chester, NY |
May 13, 2024 Q1 2024 |
60,000
shares
|
$1.58 Million
0.58% of portfolio
|
Q1 2024
Added 57.89%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
59,625
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2024
Added 17.64%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
59,098
shares
|
$1.56 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
58,440
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 10.18%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
56,940
shares
|
$1.5 Million
0.93% of portfolio
|
Q1 2024
Added 148.91%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
56,491
shares
|
$1.49 Million
0.42% of portfolio
|
Q1 2024
Added 1.98%
|