Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.32M+ 351.93% |
$32.2M - $35.2M
|
1.69M
$45.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
473K+ 58.1% |
$11.6M - $12.6M
|
1.29M
$34.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
390K+ 66.3% |
$9.55M - $10.4M
|
978K
$26.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
309K+ 481.34% |
$7.56M - $8.25M
|
373K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
260K+ 14.92% |
$6.38M - $6.95M
|
2.01M
$53.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
258K+ 51.54% |
$6.33M - $6.9M
|
759K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
238K+ 253.65% |
$5.84M - $6.37M
|
332K
$8.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
98.2KNew |
$2.41M - $2.62M
|
98.2K
$2.64M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
63KNew |
$1.54M - $1.68M
|
63K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53KNew |
$1.3M - $1.41M
|
53K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
41.8KNew |
$1.02M - $1.12M
|
41.8K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
39K+ 312.93% |
$955K - $1.04M
|
51.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.7KNew |
$777K - $848K
|
31.7K
$853K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
25.7KNew |
$628K - $685K
|
25.7K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.6KNew |
$579K - $631K
|
23.6K
$635K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21.9K+ 154.05% |
$537K - $586K
|
36.2K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$377K - $411K
|
15.4K
$413K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
13.2K+ 25.27% |
$324K - $353K
|
65.5K
$1.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.2K+ 11.17% |
$323K - $352K
|
131K
$3.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9K+ 20.92% |
$291K - $318K
|
68.8K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.3K+ 30.02% |
$252K - $275K
|
44.6K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10.2KNew |
$250K - $272K
|
10.2K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
9.64K+ 7.81% |
$236K - $258K
|
133K
$3.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.61KNew |
$235K - $257K
|
9.61K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.45KNew |
$231K - $252K
|
9.45K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.67KNew |
$212K - $232K
|
8.67K
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8.67K+ 8.3% |
$212K - $231K
|
113K
$3.04M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.26K+ 10.79% |
$153K - $167K
|
64.3K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.93K+ 18.55% |
$121K - $132K
|
31.5K
$846K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
4.05K+ 2609.68% |
$99.1K - $108K
|
4.2K
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.71K+ 14.92% |
$90.8K - $99K
|
28.6K
$768K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
3.48K+ 16.21% |
$85.3K - $93K
|
25K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.01K+ 6.05% |
$73.7K - $80.4K
|
52.8K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.54KNew |
$62.1K - $67.7K
|
2.54K
$68.2K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.25K+ 25.71% |
$55.1K - $60.1K
|
11K
$296K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.24KNew |
$54.9K - $59.8K
|
2.24K
$60.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.14KNew |
$52.5K - $57.2K
|
2.14K
$57.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.09K+ 3.8% |
$51.1K - $55.7K
|
57K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
1.14K+ 1.78% |
$27.8K - $30.4K
|
64.9K
$1.75M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1KNew |
$24.5K - $26.7K
|
1K
$26.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1K+ 55.07% |
$24.5K - $26.7K
|
2.82K
$75.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
950New |
$23.3K - $25.4K
|
950
$25.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
611+ 3.63% |
$15K - $16.3K
|
17.4K
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
556+ 0.41% |
$13.6K - $14.9K
|
136K
$3.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
497+ 0.12% |
$12.2K - $13.3K
|
419K
$11.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
449+ 0.75% |
$11K - $12K
|
60K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
422New |
$10.3K - $11.3K
|
422
$11.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
270New |
$6.61K - $7.21K
|
270
$7.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
231New |
$5.66K - $6.17K
|
231
$6.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
228+ 65.14% |
$5.58K - $6.09K
|
578
$15.5K
|