Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
258K+ 121.42% |
$6.74M - $7.21M
|
470K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
184KNew |
$4.82M - $5.15M
|
184K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 18.56% |
$4.62M - $4.94M
|
1.13M
$30.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
173K+ 92.59% |
$4.51M - $4.83M
|
359K
$9.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
172K+ 129.62% |
$4.5M - $4.81M
|
305K
$8.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
117K+ 176.41% |
$3.05M - $3.26M
|
183K
$4.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106K+ 92.46% |
$2.77M - $2.97M
|
221K
$5.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
103KNew |
$2.69M - $2.87M
|
103K
$2.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
62.3K+ 47.41% |
$1.63M - $1.74M
|
194K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.9K+ 65.44% |
$1.17M - $1.26M
|
114K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 4.1% |
$1.03M - $1.11M
|
1M
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.5K+ 95.74% |
$1.03M - $1.1M
|
80.7K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
34.4KNew |
$900K - $963K
|
34.4K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
33.1K+ 12.51% |
$866K - $927K
|
298K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
31.9K+ 6.73% |
$833K - $892K
|
506K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.9K+ 6.1% |
$572K - $612K
|
380K
$10.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.7KNew |
$568K - $608K
|
21.7K
$584K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8K+ 76.42% |
$517K - $553K
|
45.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.5K+ 10.88% |
$509K - $545K
|
199K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17.1K+ 24.76% |
$446K - $477K
|
86K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.8K+ 26.88% |
$440K - $470K
|
79.4K
$2.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
13.6K+ 18.54% |
$355K - $380K
|
86.8K
$2.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12.6K+ 2.64% |
$329K - $352K
|
490K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 16.6% |
$293K - $314K
|
78.8K
$2.12M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.7K+ 69.76% |
$280K - $300K
|
26.1K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.5K+ 68.89% |
$276K - $295K
|
25.9K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5K+ 10.86% |
$275K - $294K
|
107K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10K+ 98.72% |
$261K - $280K
|
20.1K
$541K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.89K+ 17.89% |
$258K - $277K
|
65.2K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
9.7KNew |
$254K - $271K
|
9.7K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.67K+ 11.2% |
$253K - $271K
|
96.1K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.99K+ 11.48% |
$235K - $251K
|
87.3K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.75KNew |
$229K - $245K
|
8.75K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.63K+ 67.22% |
$199K - $213K
|
19K
$510K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
7.23K+ 7.39% |
$189K - $202K
|
105K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.79K+ 41.95% |
$177K - $190K
|
23K
$617K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.73K+ 350.26% |
$176K - $188K
|
8.65K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.25K+ 7.54% |
$163K - $175K
|
89.1K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
6.1K+ 4.77% |
$159K - $171K
|
134K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.09K+ 32.13% |
$159K - $170K
|
25.1K
$674K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.9K+ 937.52% |
$154K - $165K
|
6.53K
$175K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.33K+ 97.44% |
$139K - $149K
|
10.8K
$291K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 25.81% |
$102K - $109K
|
19.1K
$513K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.68K+ 2.56% |
$96.3K - $103K
|
148K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.28K+ 1.73% |
$85.7K - $91.7K
|
193K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.91K+ 3.46% |
$76.2K - $81.5K
|
87K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.83K+ 2.51% |
$74K - $79.1K
|
116K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.74K+ 5708.33% |
$71.6K - $76.6K
|
2.79K
$74.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.63K+ 10.52% |
$68.6K - $73.4K
|
27.6K
$741K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.19K+ 1.13% |
$57.3K - $61.3K
|
195K
$5.25M
|