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 |
---|---|---|---|---|---|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
15,020
shares
|
$396,227
0.05% of portfolio
|
Q1 2024
Added 4.98%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
14,332
shares
|
$378,078
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
14,089
shares
|
$371,667
0.0% of portfolio
|
Q1 2024
Added 725.37%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
13,941
shares
|
$367,763
0.06% of portfolio
|
Q1 2024
Added 4.07%
|
|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
13,178
shares
|
$347,635
0.04% of portfolio
|
Q1 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
12,947
shares
|
$341,541
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stokes Family Office, LLC
|
May 06, 2024 Q1 2024 |
12,800
shares
|
$337,664
0.04% of portfolio
|
Q2 2023
Reduced 30.79%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
12,705
shares
|
$335,157
0.17% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
12,593
shares
|
$332,203
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
11,755
shares
|
$310,096
0.0% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
11,724
shares
|
$309,279
0.03% of portfolio
|
Q1 2024
Reduced 28.28%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
11,500
shares
|
$303,370
0.01% of portfolio
|
Q4 2023
Reduced 58.51%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
11,499
shares
|
$303,343
0.01% of portfolio
|
Q1 2024
Reduced 52.92%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
11,499
shares
|
$303,343
0.08% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
11,217
shares
|
$295,904
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
10,892
shares
|
$287,330
0.02% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
10,609
shares
|
$279,865
0.0% of portfolio
|
Q1 2024
Added 37.08%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
10,030
shares
|
$264,591
0.0% of portfolio
|
Q2 2023
Reduced 0.89%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
9,725
shares
|
$256,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
9,640
shares
|
$254,303
0.0% of portfolio
|
Q1 2024
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
9,576
shares
|
$252,614
0.0% of portfolio
|
Q1 2024
New holding
|
|
Millington Financial Advisors, LLC
Naperville, IL |
May 06, 2024 Q1 2024 |
9,566
shares
|
$252,351
0.18% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
9,041
shares
|
$238,501
0.04% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
8,883
shares
|
$234,333
0.0% of portfolio
|
Q1 2024
Added 0.81%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
8,674
shares
|
$228,820
0.08% of portfolio
|
Q4 2022
New holding
|