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 204 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
45,626
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 76.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,499
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
41,421
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2022
Added 40.12%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
38,373
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
35,694
shares
|
$935,182
0.01% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
34,414
shares
|
$901,646
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
34,368
shares
|
$900,441
0.04% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
34,098
shares
|
$893,367
0.0% of portfolio
|
Q3 2024
Reduced 70.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
33,091
shares
|
$866,984
0.0% of portfolio
|
Q2 2024
Reduced 79.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
30,738
shares
|
$805,335
0.04% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,125
shares
|
$789,275
0.06% of portfolio
|
Q3 2022
Reduced 2.43%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
28,707
shares
|
$752,123
0.66% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
27,572
shares
|
$722,386
0.02% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
26,551
shares
|
$695,636
0.26% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
25,861
shares
|
$677,558
0.01% of portfolio
|
Q3 2024
Added 68.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
25,695
shares
|
$673,209
0.06% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
25,678
shares
|
$672,763
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
25,062
shares
|
$656,624
0.05% of portfolio
|
Q3 2024
Added 32.13%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
22,732
shares
|
$595,578
0.24% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
22,286
shares
|
$583,893
0.14% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
22,016
shares
|
$576,819
0.85% of portfolio
|
Q4 2023
Reduced 2.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
21,735
shares
|
$569,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,885
shares
|
$547,187
0.01% of portfolio
|
Q3 2024
Reduced 93.71%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
20,596
shares
|
$539,615
0.15% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
20,405
shares
|
$534,611
0.3% of portfolio
|
Q3 2024
Reduced 18.76%
|