Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
221KNew |
$5.69M - $5.94M
|
221K
$5.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
199KNew |
$5.1M - $5.33M
|
199K
$5.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
167K+ 16.73% |
$4.28M - $4.47M
|
1.16M
$30.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
166KNew |
$4.27M - $4.46M
|
166K
$4.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135K+ 310.87% |
$3.47M - $3.62M
|
178K
$4.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81.6K+ 299.18% |
$2.1M - $2.19M
|
109K
$2.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
74.4K+ 130.6% |
$1.91M - $1.99M
|
131K
$3.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.4K+ 14.61% |
$1.81M - $1.89M
|
552K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.9KNew |
$1.77M - $1.85M
|
68.9K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.7K+ 7.31% |
$1.69M - $1.76M
|
965K
$25.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.5K+ 21.93% |
$1.66M - $1.73M
|
359K
$9.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
59.5K+ 9.48% |
$1.53M - $1.6M
|
687K
$18.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.8K+ 77.16% |
$1.48M - $1.55M
|
133K
$3.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.1K+ 97.72% |
$1.47M - $1.53M
|
116K
$3.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.6K+ 13.14% |
$991K - $1.03M
|
332K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34K+ 2.27% |
$873K - $912K
|
1.53M
$40.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.7K+ 186.4% |
$867K - $905K
|
51.8K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.1K+ 192.49% |
$697K - $727K
|
41.2K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 46.74% |
$562K - $587K
|
68.7K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21.7K+ 4.76% |
$558K - $582K
|
478K
$12.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.3K+ 29.54% |
$547K - $571K
|
93.4K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18KNew |
$463K - $483K
|
18K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
17.4K+ 2.31% |
$446K - $466K
|
769K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9K+ 175.93% |
$409K - $427K
|
24.9K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
15.6K+ 3.4% |
$400K - $417K
|
474K
$12.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.2K+ 19.94% |
$390K - $407K
|
91.2K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15K+ 6.99% |
$384K - $401K
|
229K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 45.51% |
$361K - $376K
|
44.9K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14K+ 7.04% |
$359K - $374K
|
212K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
13K+ 17.69% |
$334K - $348K
|
86.4K
$2.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.6K+ 5.63% |
$324K - $338K
|
237K
$6.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.7K+ 8.02% |
$275K - $287K
|
144K
$3.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.4KNew |
$267K - $279K
|
10.4K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10K+ 100.0% |
$258K - $269K
|
20.1K
$533K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.98K+ 63.88% |
$256K - $268K
|
25.6K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.98KNew |
$256K - $268K
|
9.98K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.26K+ 1.57% |
$212K - $222K
|
535K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
8.21KNew |
$211K - $220K
|
8.21K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.96K+ 13.36% |
$205K - $214K
|
67.6K
$1.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.47K+ 10.55% |
$192K - $200K
|
78.3K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.27K+ 3.63% |
$161K - $168K
|
179K
$4.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.06K+ 10.72% |
$156K - $162K
|
62.5K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.76K+ 6.33% |
$148K - $155K
|
96.8K
$2.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.58K+ 58.27% |
$143K - $150K
|
15.2K
$403K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.12K+ 6.83% |
$106K - $111K
|
64.5K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.83K+ 3.12% |
$98.3K - $103K
|
127K
$3.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.36K+ 42.15% |
$86.4K - $90.2K
|
11.3K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.14K+ 1.68% |
$80.7K - $84.2K
|
190K
$5.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.91K+ 2.65% |
$74.7K - $78K
|
113K
$3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.83K+ 29.34% |
$72.7K - $75.8K
|
12.5K
$331K
|