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 213 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
950
shares
|
$26,248
0.01% of portfolio
|
Q4 2023
Reduced 20.83%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
763
shares
|
$21,081
0.0% of portfolio
|
Q2 2024
Added 66.59%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
762
shares
|
$21,054
0.01% of portfolio
|
Q2 2024
New holding
|
|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
735
shares
|
$20,308
0.01% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
640
shares
|
$17,683
0.0% of portfolio
|
Q1 2024
Reduced 27.93%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
629
shares
|
$17,379
0.0% of portfolio
|
Q4 2023
Added 14.57%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
593
shares
|
$16,384
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
552
shares
|
$15,251
0.0% of portfolio
|
Q2 2024
Reduced 30.48%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
536
shares
|
$14,809
0.0% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
486
shares
|
$13,428
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
450
shares
|
$12,433
0.01% of portfolio
|
Q2 2023
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
400
shares
|
$11,052
0.0% of portfolio
|
Q4 2018
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
389
shares
|
$10,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 09, 2024 Q2 2024 |
360
shares
|
$9,946
0.01% of portfolio
|
Q4 2023
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
350
shares
|
$9,670
0.01% of portfolio
|
Q4 2022
Reduced 34.58%
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
300
shares
|
$8,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
275
shares
|
$7,598
0.0% of portfolio
|
Q2 2024
Reduced 48.6%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
250
shares
|
$6,907
0.0% of portfolio
|
Q2 2022
Reduced 80.0%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
246
shares
|
$6,796
0.0% of portfolio
|
Q2 2024
Added 0.82%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
230
shares
|
$6,354
0.0% of portfolio
|
Q1 2022
Reduced 46.51%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
219
shares
|
$6,050
0.0% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
208
shares
|
$5,747
0.0% of portfolio
|
Q2 2024
New holding
|
|
New England Asset Management Inc
Farmington, CT |
Aug 07, 2024 Q2 2024 |
200
shares
|
$5,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
199
shares
|
$5,498
0.0% of portfolio
|
Q4 2023
New holding
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
189
shares
|
$5,222
0.0% of portfolio
|
Q1 2021
New holding
|