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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.17K+ 13.25% |
$108K - $114K
|
35.7K
$948K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.54KNew |
$91.8K - $96.5K
|
3.54K
$94.2K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.2K+ 19.59% |
$82.9K - $87.1K
|
19.5K
$519K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.84K+ 5.54% |
$73.6K - $77.4K
|
54.1K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.75K+ 8.67% |
$71.3K - $75K
|
34.5K
$917K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.65K+ 227.73% |
$68.7K - $72.2K
|
3.82K
$101K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.17K+ 8.44% |
$56.1K - $59K
|
27.8K
$739K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
2.12K+ 3.26% |
$54.8K - $57.6K
|
67K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.03KNew |
$52.7K - $55.4K
|
2.03K
$54.1K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.86K+ 7.7% |
$48.1K - $50.5K
|
26K
$690K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 1.91% |
$36.4K - $38.2K
|
75.1K
$2M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.39KNew |
$36K - $37.8K
|
1.39K
$36.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.38K+ 1.82% |
$35.9K - $37.7K
|
77.3K
$2.05M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.32KNew |
$34.2K - $35.9K
|
1.32K
$35.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.17K+ 3650.0% |
$30.3K - $31.8K
|
1.2K
$31.9K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.11K+ 1.13% |
$28.7K - $30.1K
|
99.3K
$2.64M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.09K+ 1.74% |
$28.1K - $29.5K
|
63.5K
$1.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 1.34% |
$26K - $27.3K
|
76.1K
$2.02M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
751+ 129.93% |
$19.5K - $20.4K
|
1.33K
$35.3K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
737+ 5.58% |
$19.1K - $20.1K
|
14K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
586+ 4.41% |
$15.2K - $16K
|
13.9K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
433+ 4.25% |
$11.2K - $11.8K
|
10.6K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
414+ 5.93% |
$10.7K - $11.3K
|
7.4K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
380New |
$9.85K - $10.3K
|
380
$10.1K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
317+ 11.26% |
$8.21K - $8.63K
|
3.13K
$83.3K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
309+ 1030.0% |
$8.01K - $8.41K
|
339
$9.01K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
259+ 11.68% |
$6.71K - $7.05K
|
2.48K
$65.8K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
137+ 0.89% |
$3.55K - $3.73K
|
15.5K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
67+ 0.28% |
$1.74K - $1.82K
|
23.8K
$632K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55+ 0.32% |
$1.43K - $1.5K
|
17.5K
$465K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45New |
$1.17K - $1.23K
|
45
$1.2K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
22+ 0.27% |
$570 - $599
|
8.03K
$214K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.14% |
$440 - $463
|
12.6K
$334K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.02% |
$51.8 - $54.5
|
10.6K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.08% |
$51.8 - $54.5
|
2.56K
$68.1K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60- 0.47% |
$1.55K - $1.63K
|
12.8K
$341K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 1.47% |
$1.63K - $1.72K
|
4.22K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-136- 0.58% |
$3.52K - $3.7K
|
23.5K
$625K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-244- 1.08% |
$6.32K - $6.64K
|
22.4K
$596K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-265- 0.44% |
$6.87K - $7.22K
|
59.7K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-310- 0.92% |
$8.03K - $8.44K
|
33.3K
$885K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 45.71% |
$10.4K - $10.9K
|
475
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-400- 4.0% |
$10.4K - $10.9K
|
9.59K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-436- 34.52% |
$11.3K - $11.9K
|
827
$22K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-471- 0.08% |
$12.2K - $12.8K
|
560K
$14.9M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-503- 0.47% |
$13K - $13.7K
|
107K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-509- 3.0% |
$13.2K - $13.9K
|
16.5K
$437K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-586- 4.23% |
$15.2K - $16K
|
13.3K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-969- 3.37% |
$25.1K - $26.4K
|
27.8K
$738K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-973- 80.55% |
$25.2K - $26.5K
|
235
$6.25K
|