Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
286K+ 1532.01% |
$7.5M - $7.8M
|
305K
$8.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242K+ 7.94% |
$6.35M - $6.6M
|
3.29M
$87.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
226KNew |
$5.93M - $6.17M
|
226K
$6.01M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 17.03% |
$3.56M - $3.7M
|
932K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 17.03% |
$3.56M - $3.7M
|
932K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 16.56% |
$3.55M - $3.69M
|
952K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
130K+ 377.51% |
$3.41M - $3.54M
|
164K
$4.36M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90.9K+ 24.75% |
$2.39M - $2.48M
|
458K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
89.5K+ 81.64% |
$2.35M - $2.44M
|
199K
$5.29M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82.7K+ 39.23% |
$2.17M - $2.26M
|
294K
$7.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
77.3K+ 7.41% |
$2.03M - $2.11M
|
1.12M
$29.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
74.2K+ 8.26% |
$1.95M - $2.02M
|
972K
$25.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.9K+ 8.48% |
$1.91M - $1.99M
|
932K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
67.4KNew |
$1.77M - $1.84M
|
67.4K
$1.79M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.4K+ 549.28% |
$1.69M - $1.75M
|
76.1K
$2.02M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
60KNew |
$1.57M - $1.64M
|
60K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51K+ 11.83% |
$1.34M - $1.39M
|
482K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35.9K+ 293.86% |
$942K - $979K
|
48.1K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
34.1K+ 148.91% |
$894K - $929K
|
56.9K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30.8K+ 7.23% |
$807K - $839K
|
456K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
30.7KNew |
$805K - $837K
|
30.7K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
29.9KNew |
$785K - $816K
|
29.9K
$795K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.3K+ 153.26% |
$743K - $772K
|
46.8K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
25K+ 29.5% |
$657K - $683K
|
110K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 298.69% |
$642K - $667K
|
32.6K
$867K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
24.2K+ 8.83% |
$634K - $659K
|
298K
$7.91M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
22K+ 57.89% |
$577K - $600K
|
60K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.4KNew |
$562K - $584K
|
21.4K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3KNew |
$534K - $555K
|
20.3K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$505K - $525K
|
19.2K
$511K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
19.1K+ 36.99% |
$502K - $522K
|
70.8K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
16.7KNew |
$437K - $455K
|
16.7K
$443K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.4K+ 31.2% |
$431K - $448K
|
69K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 94.08% |
$392K - $408K
|
30.8K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
14.3KNew |
$376K - $391K
|
14.3K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 10.04% |
$354K - $368K
|
148K
$3.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$346K - $359K
|
13.2K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$340K - $353K
|
12.9K
$344K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 1.14% |
$337K - $350K
|
1.14M
$30.3M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.5K+ 18.23% |
$328K - $341K
|
81.1K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 725.37% |
$325K - $338K
|
14.1K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7K+ 75.08% |
$307K - $319K
|
27.3K
$725K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.4K+ 5.6% |
$298K - $310K
|
214K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$294K - $306K
|
11.2K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 65.7% |
$267K - $278K
|
25.7K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$255K - $265K
|
9.73K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.64KNew |
$253K - $263K
|
9.64K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.58KNew |
$251K - $261K
|
9.58K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.05K+ 113.73% |
$238K - $247K
|
17K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.04KNew |
$237K - $247K
|
9.04K
$240K
|