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 203 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 $672 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
12,593
shares
|
$332,203
0.0% of portfolio
|
Q4 2023
Reduced 4.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
11,944
shares
|
$315,082
0.03% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
11,574
shares
|
$305,322
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
11,344
shares
|
$299,254
0.01% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,198
shares
|
$295,403
0.0% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,967
shares
|
$289,309
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,620
shares
|
$280,155
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,112
shares
|
$266,754
0.0% of portfolio
|
Q1 2025
Reduced 50.85%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,085
shares
|
$266,042
0.03% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,030
shares
|
$264,591
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
9,752
shares
|
$257,257
0.03% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
9,662
shares
|
$254,883
0.09% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
9,328
shares
|
$246,072
0.11% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,252
shares
|
$244,067
0.01% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,999
shares
|
$237,393
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
8,674
shares
|
$228,820
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,359
shares
|
$220,510
0.23% of portfolio
|
Q1 2025
Reduced 41.5%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
8,267
shares
|
$218,083
0.15% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
8,109
shares
|
$213,915
0.04% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
8,054
shares
|
$212,464
0.13% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,000
shares
|
$211,040
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7,144
shares
|
$188,458
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,366
shares
|
$167,935
0.0% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
4,721
shares
|
$124,539
0.45% of portfolio
|
Q1 2025
Reduced 82.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,635
shares
|
$122,271
0.0% of portfolio
|
Q1 2025
Reduced 32.63%
|