Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Taxable Mun (BAB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Taxable Mun (BAB) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II TAXABLE MUN .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
948KNew |
$24.6M - $25.8M
|
948K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
809K+ 191.33% |
$21M - $22M
|
1.23M
$32.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
492KNew |
$12.8M - $13.4M
|
492K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
421K+ 18.66% |
$10.9M - $11.5M
|
2.68M
$71.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
337K+ 16.81% |
$8.74M - $9.18M
|
2.34M
$62.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
270K+ 15.98% |
$7M - $7.36M
|
1.96M
$52.1M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
260K+ 2644.88% |
$6.73M - $7.07M
|
270K
$7.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
221K+ 22.6% |
$5.73M - $6.02M
|
1.2M
$31.9M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
120KNew |
$3.11M - $3.27M
|
120K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 8.89% |
$2.96M - $3.11M
|
1.4M
$37.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.6K+ 8.12% |
$2.14M - $2.25M
|
1.1M
$29.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
82KNew |
$2.12M - $2.23M
|
82K
$2.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
73.9K+ 117.2% |
$1.91M - $2.01M
|
137K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
54.8KNew |
$1.42M - $1.49M
|
54.8K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
53.1K+ 11.78% |
$1.38M - $1.45M
|
504K
$13.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.34M - $1.41M
|
51.7K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
29.2K+ 55.28% |
$756K - $794K
|
81.9K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 7.84% |
$754K - $792K
|
400K
$10.6M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
25.1KNew |
$652K - $685K
|
25.1K
$668K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 2.99% |
$589K - $619K
|
782K
$20.8M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.8KNew |
$566K - $595K
|
21.8K
$581K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
21.3K+ 13.33% |
$552K - $580K
|
181K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.9K+ 2.74% |
$543K - $570K
|
786K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.3KNew |
$527K - $553K
|
20.3K
$540K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.9KNew |
$516K - $542K
|
19.9K
$529K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 3.49% |
$476K - $501K
|
545K
$14.5M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$476K - $500K
|
18.4K
$488K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.5KNew |
$453K - $476K
|
17.5K
$465K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16K+ 56.13% |
$415K - $436K
|
44.6K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
15.2K+ 4.56% |
$393K - $413K
|
348K
$9.24M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$385K - $405K
|
14.9K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
14.6KNew |
$377K - $396K
|
14.6K
$387K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.5KNew |
$376K - $395K
|
14.5K
$385K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 20.28% |
$361K - $380K
|
82.7K
$2.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
13.3KNew |
$346K - $363K
|
13.3K
$355K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 600.14% |
$333K - $350K
|
15K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$311K - $327K
|
12K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.9KNew |
$307K - $323K
|
11.9K
$315K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 294.4% |
$305K - $321K
|
15.8K
$419K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11.4K+ 10.05% |
$294K - $309K
|
124K
$3.31M
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
10.8KNew |
$281K - $295K
|
10.8K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
10.4K+ 120.1% |
$270K - $284K
|
19.1K
$508K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.89K+ 4.72% |
$256K - $269K
|
219K
$5.83M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
7.76KNew |
$201K - $211K
|
7.76K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
7.48K+ 29.97% |
$194K - $204K
|
32.5K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.81K+ 32.29% |
$176K - $185K
|
27.9K
$741K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.38K+ 9.35% |
$165K - $174K
|
74.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.53K+ 10.45% |
$143K - $151K
|
58.5K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.64K+ 3.54% |
$120K - $126K
|
136K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.49KNew |
$116K - $122K
|
4.49K
$119K
|