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 213 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
55,262
shares
|
$1.53 Million
0.1% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
54,702
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
51,830
shares
|
$1.43 Million
0.25% of portfolio
|
Q2 2024
Added 186.4%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
48,570
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
44,878
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2024
Added 45.51%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
41,421
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2022
Added 40.12%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
41,209
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 192.49%
|
|
Family Legacy, Inc.
|
Jul 24, 2024 Q2 2024 |
37,213
shares
|
$1.03 Million
0.35% of portfolio
|
Q2 2024
Added 2.81%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
36,449
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.28%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
34,044
shares
|
$940,635
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
33,091
shares
|
$914,304
0.0% of portfolio
|
Q2 2024
Reduced 79.85%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
32,940
shares
|
$910,132
0.04% of portfolio
|
Q2 2024
Added 2.38%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
32,598
shares
|
$900,682
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
32,235
shares
|
$890,653
0.02% of portfolio
|
Q2 2024
Reduced 31.13%
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 16, 2024 Q2 2024 |
30,205
shares
|
$834,564
0.71% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,125
shares
|
$832,353
0.06% of portfolio
|
Q3 2022
Reduced 2.43%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
29,403
shares
|
$812,404
0.07% of portfolio
|
Q2 2024
Reduced 32.18%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
28,352
shares
|
$783,365
0.25% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
25,862
shares
|
$714,567
0.02% of portfolio
|
Q2 2024
Added 0.66%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Jul 18, 2024 Q2 2024 |
25,613
shares
|
$707,687
0.32% of portfolio
|
Q2 2024
Added 63.88%
|
|
Joseph P. Lucia & Associates, LLC
|
Jul 24, 2024 Q2 2024 |
25,116
shares
|
$693,955
0.39% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Glassy Mountain Advisors, Inc.
|
Jul 31, 2024 Q2 2024 |
25,093
shares
|
$693,319
0.25% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
24,947
shares
|
$689,285
0.04% of portfolio
|
Q2 2024
Added 175.93%
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
23,735
shares
|
$655,798
0.15% of portfolio
|
Q2 2024
Added 3.4%
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
22,016
shares
|
$608,302
0.85% of portfolio
|
Q4 2023
Reduced 2.43%
|