Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4.7K+ 1446.15% |
$153K - $157K
|
5.03K
$132K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
4.41K+ 2.79% |
$144K - $148K
|
162K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3.88KNew |
$126K - $130K
|
3.88K
$101K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.39K+ 20.26% |
$111K - $113K
|
20.1K
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.04K+ 8.47% |
$99K - $102K
|
38.8K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.76K+ 1.83% |
$89.9K - $92.2K
|
154K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 12.29% |
$82.5K - $84.6K
|
23.1K
$605K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.39K+ 2.96% |
$77.9K - $79.9K
|
83.1K
$2.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.33K+ 0.44% |
$76.1K - $78K
|
527K
$13.8M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.3K+ 10.67% |
$74.9K - $76.8K
|
23.8K
$623K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.24K+ 5.6% |
$72.9K - $74.8K
|
42.2K
$1.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 12.26% |
$64.5K - $66.1K
|
18.1K
$474K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.72K+ 6.17% |
$55.9K - $57.4K
|
29.5K
$772K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.64K+ 9.27% |
$53.5K - $54.8K
|
19.3K
$506K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.47KNew |
$48K - $49.2K
|
1.47K
$38.5K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.44K+ 2.43% |
$47.1K - $48.3K
|
60.9K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.37KNew |
$44.7K - $45.8K
|
1.37K
$35.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.29K+ 7.43% |
$42.2K - $43.3K
|
18.7K
$490K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.28K+ 13.27% |
$41.8K - $42.8K
|
10.9K
$286K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.1KNew |
$35.9K - $36.8K
|
1.1K
$28.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$34.3K - $35.1K
|
1.05K
$27.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
936+ 6.94% |
$30.5K - $31.3K
|
14.4K
$377K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
715+ 1.61% |
$23.3K - $23.9K
|
45.1K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
709+ 7.0% |
$23.1K - $23.7K
|
10.8K
$284K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
580+ 1.92% |
$18.9K - $19.4K
|
30.9K
$808K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
580+ 1.92% |
$18.9K - $19.4K
|
30.9K
$808K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
558+ 3.7% |
$18.2K - $18.7K
|
15.6K
$409K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
490+ 1.53% |
$16K - $16.4K
|
32.5K
$851K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
380+ 0.64% |
$12.4K - $12.7K
|
59.7K
$1.56M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
375New |
$12.2K - $12.5K
|
375
$9.81K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
284New |
$9.26K - $9.5K
|
284
$7.43K
|
|
|
Feb 03, 2022
Q4 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
268+ 2.37% |
$8.74K - $8.96K
|
11.6K
$303K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
150New |
$4.89K - $5.02K
|
150
$3.93K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
150New |
$4.89K - $5.02K
|
150
$3.93K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
144+ 0.13% |
$4.7K - $4.82K
|
111K
$2.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
108+ 0.16% |
$3.52K - $3.61K
|
69K
$1.81M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
105New |
$3.43K - $3.51K
|
105
$2.75K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
102New |
$3.33K - $3.41K
|
102
$2.67K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
94+ 2.7% |
$3.07K - $3.14K
|
3.58K
$93.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
91+ 0.66% |
$2.97K - $3.04K
|
13.9K
$364K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
84New |
$2.74K - $2.81K
|
84
$2.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
81+ 1.49% |
$2.64K - $2.71K
|
5.52K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
75+ 0.58% |
$2.45K - $2.51K
|
13K
$341K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
40+ 1.67% |
$1.3K - $1.34K
|
2.43K
$63.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.59% |
$750 - $769
|
3.9K
$102K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
20New |
$652 - $669
|
20
$523
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
15+ 0.19% |
$489 - $502
|
7.87K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13+ 0.1% |
$424 - $435
|
13.2K
$345K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.33% |
$359 - $368
|
3.37K
$88.1K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.26% |
$359 - $368
|
4.3K
$112K
|