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 |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
8,280
shares
|
$218,426
0.0% of portfolio
|
Q1 2024
Added 3.47%
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
8,000
shares
|
$211,040
0.0% of portfolio
|
Q2 2018
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
7,976
shares
|
$210,406
0.02% of portfolio
|
Q1 2024
Added 20.63%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 19, 2024 Q1 2024 |
7,557
shares
|
$199,353
0.16% of portfolio
|
Q1 2024
Added 0.27%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
7,431
shares
|
$196,029
0.0% of portfolio
|
Q1 2024
Added 21.42%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
7,400
shares
|
$195,212
0.0% of portfolio
|
Q1 2023
Added 5.93%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
5,822
shares
|
$153,584
0.12% of portfolio
|
Q1 2024
New holding
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
5,704
shares
|
$150,471
0.05% of portfolio
|
Q1 2024
Reduced 49.92%
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
5,400
shares
|
$142,452
0.01% of portfolio
|
Q1 2024
New holding
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
5,232
shares
|
$138,020
0.09% of portfolio
|
Q1 2024
Reduced 36.66%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
5,184
shares
|
$136,753
0.02% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
3,900
shares
|
$102,882
0.0% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
3,801
shares
|
$100,270
0.0% of portfolio
|
Q1 2024
New holding
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
2,920
shares
|
$77,029
0.12% of portfolio
|
Q4 2022
Reduced 35.56%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,798
shares
|
$73,811
0.0% of portfolio
|
Q4 2023
Added 0.32%
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
2,578
shares
|
$68,007
0.03% of portfolio
|
Q4 2022
Reduced 7.2%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,300
shares
|
$60,674
0.0% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
2,155
shares
|
$56,848
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
May 14, 2024 Q1 2024 |
1,985
shares
|
$52,364
0.02% of portfolio
|
Q1 2024
New holding
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
1,865
shares
|
$49,198
0.01% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,762
shares
|
$46,481
0.0% of portfolio
|
Q1 2024
Added 67.81%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
1,739
shares
|
$45,874
0.0% of portfolio
|
Q3 2023
Reduced 0.69%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,692
shares
|
$44,634
0.04% of portfolio
|
Q2 2022
Reduced 70.57%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,656
shares
|
$43,685
0.0% of portfolio
|
Q2 2023
Reduced 63.45%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,504
shares
|
$39,675
0.0% of portfolio
|
Q4 2023
New holding
|