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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,679
shares
|
$469,377
0.02% of portfolio
|
Q2 2020
Reduced 0.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
17,625
shares
|
$467,943
0.03% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,753
shares
|
$444,792
2.48% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,674
shares
|
$442,694
0.04% of portfolio
|
Q2 2024
Reduced 98.29%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
16,672
shares
|
$442,641
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
16,540
shares
|
$439,137
0.11% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
16,485
shares
|
$437,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,197
shares
|
$430,030
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,094
shares
|
$427,295
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
15,907
shares
|
$422,330
0.23% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
15,797
shares
|
$419,410
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,299
shares
|
$406,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
15,239
shares
|
$404,595
0.0% of portfolio
|
Q3 2022
Added 0.81%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,213
shares
|
$403,905
0.03% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,592
shares
|
$387,417
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
14,192
shares
|
$376,797
0.23% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,182
shares
|
$376,532
0.0% of portfolio
|
Q1 2025
Reduced 60.4%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,907
shares
|
$369,230
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,866
shares
|
$368,142
0.01% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,806
shares
|
$366,549
0.0% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,565
shares
|
$360,150
0.0% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
13,506
shares
|
$358,584
0.1% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
13,269
shares
|
$352,291
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
13,141
shares
|
$348,893
0.21% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
12,800
shares
|
$339,840
0.04% of portfolio
|
Q2 2023
Reduced 30.79%
|