Who owns Invesco unit investment?
- Ticker: SPHB
- CUSIP Number: 46138e370
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco unit investment with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco unit investment this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Assetmark | 1.1M | $99M | 100% | Mar 2024 |
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Wells Fargo & Company | 403k | $35M | -15% | Mar 2024 |
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Cambridge Investment Research Advisors | 220k | $19M | 3030% | Mar 2024 |
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Bank of America Corporation | 216k | $19M | -73% | Mar 2024 |
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Morgan Stanley | 209k | $18M | -14% | Mar 2024 |
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Raymond James & Associates | 203k | $18M | -6% | Mar 2024 |
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LPL Financial | 186k | $16M | -58% | Mar 2024 |
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Royal Bank of Canada | 139k | $12M | -10% | Mar 2024 |
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Goldman Sachs Group | 135k | $12M | 263% | Mar 2024 |
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Susquehanna International | 121k | $11M | 209% | Mar 2024 |
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Advisor Group Holdings | 118k | $10M | 140% | Mar 2024 |
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Fischer Investment Strategies | 109k | $9.0M | 100% | Dec 2023 |
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Jane Street | 106k | $9.3M | 33% | Mar 2024 |
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Wealth Quarterback | 88k | $7.7M | 100% | Mar 2024 |
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Citadel Advisors | 84k | $7.4M | 139% | Mar 2024 |
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Envestnet Asset Management | 81k | $7.1M | 80% | Mar 2024 |
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Jpmorgan Chase & Co | 81k | $7.1M | 295% | Mar 2024 |
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NTV Asset Management | 52k | $4.6M | -11% | Mar 2024 |
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Bnp Paribas Arbitrage, Snc | 49k | $4.3M | -2% | Mar 2024 |
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Deane Retirement Strategies | 45k | $3.9M | 100% | Mar 2024 |
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Aveo Capital Partners | 43k | $3.6M | 100% | Mar 2024 |
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Raymond James Financial Services Advisors | 43k | $3.8M | -17% | Mar 2024 |
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Hilltop Holdings | 40k | $3.5M | 2% | Mar 2024 |
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Ameriprise Financial | 40k | $3.5M | -37% | Mar 2024 |
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Hrt Financial | 37k | $3.2M | -41% | Mar 2024 |
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D. E. Shaw & Co | 35k | $3.1M | 613% | Mar 2024 |
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UBS Group | 33k | $2.9M | -2% | Mar 2024 |
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Sykon Capital | 33k | $2.9M | -75% | Mar 2024 |
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E&G Advisors | 28k | $2.5M | -1% | Mar 2024 |
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D. Scott Neal | 27k | $2.4M | 0% | Mar 2024 |
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Ayalon Holdings | 26k | $2.3M | 0% | Mar 2024 |
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D.A. Davidson & Co. | 26k | $2.2M | -6% | Mar 2024 |
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Creative Planning | 23k | $2.0M | -46% | Mar 2024 |
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Csenge Advisory Group | 21k | $1.8M | 100% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 20k | $1.8M | -29% | Mar 2024 |
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H D Vest Advisory Services | 20k | $1.7M | 235% | Mar 2024 |
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Capital Investment Advisory Services | 19k | $1.7M | 14% | Mar 2024 |
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Ascent Group | 15k | $1.3M | 100% | Mar 2024 |
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Summit Financial | 13k | $1.2M | -4% | Mar 2024 |
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Private Advisor | 12k | $1.1M | 23% | Mar 2024 |
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Cumberland Partners | 12k | $1.1M | -76% | Mar 2024 |
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L.m. Kohn & Company | 12k | $1.1M | 100% | Mar 2024 |
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PFG Advisors | 12k | $1.0M | 0% | Mar 2024 |
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Proficio Capital Partners | 12k | $1.0M | -53% | Mar 2024 |
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Beaumont Capital Management | 11k | $1.0M | 100% | Mar 2024 |
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Cetera Investment Advisers | 11k | $979k | 100% | Mar 2024 |
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Kestra Advisory Services | 11k | $884k | 3% | Dec 2023 |
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Legacy Financial Strategies | 11k | $922k | 0% | Mar 2024 |
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Commonwealth Equity Services | 10k | $896k | -4% | Mar 2024 |
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Capital Advisors | 10k | $881k | 0% | Mar 2024 |
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Oppenheimer Asset Management | 9.0k | $791k | -13% | Mar 2024 |
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Toroso Investments | 9.0k | $786k | 1% | Mar 2024 |
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Stratos Wealth Partners | 8.2k | $718k | 204% | Mar 2024 |
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Koshinski Asset Management | 8.1k | $711k | -19% | Mar 2024 |
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Goss Wealth Management | 7.9k | $694k | -54% | Mar 2024 |
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Atria Wealth Solutions | 7.4k | $651k | 173% | Mar 2024 |
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Weaver Consulting Group | 7.2k | $629k | 0% | Mar 2024 |
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Trexquant Investment | 7.0k | $576k | 77% | Dec 2023 |
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IFP Advisors | 6.9k | $570k | -50% | Dec 2023 |
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Bank Of Montreal | 6.8k | $600k | 27% | Mar 2024 |
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New England Professional Planning | 5.8k | $511k | -19% | Mar 2024 |
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Stratos Wealth Advisors | 5.5k | $480k | 0% | Mar 2024 |
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Envestnet Portfolio Solutions | 5.3k | $467k | 100% | Mar 2024 |
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Tower Research Capital | 5.3k | $462k | 12135% | Mar 2024 |
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TRUE Private Wealth Advisors | 4.8k | $425k | 1% | Mar 2024 |
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Quadcap Wealth Management | 4.8k | $424k | -1% | Mar 2024 |
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HighTower Advisors | 4.7k | $416k | -3% | Mar 2024 |
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Two Sigma Investments | 4.7k | $412k | -88% | Mar 2024 |
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Integrated Wealth Concepts | 4.6k | $402k | 100% | Mar 2024 |
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Gradient Investments | 4.4k | $385k | -7% | Mar 2024 |
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Hanlon Investment Management | 4.4k | $383k | 100% | Mar 2024 |
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One Wealth Management Investment & Advisory Services | 4.3k | $378k | -25% | Mar 2024 |
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Prospera Financial Services | 4.3k | $355k | 100% | Dec 2023 |
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Vontobel Holding | 4.3k | $373k | -31% | Mar 2024 |
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Townsend Asset Management Corp | 4.0k | $354k | 0% | Mar 2024 |
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Flow Traders US | 4.0k | $351k | 100% | Mar 2024 |
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Advisory Services Network | 4.0k | $349k | 36% | Mar 2024 |
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Private Advisory | 3.9k | $346k | 17% | Mar 2024 |
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Betterment | 3.9k | $345k | 2% | Mar 2024 |
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Ignite Planners | 3.9k | $338k | 100% | Mar 2024 |
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Sequent Asset Management | 3.8k | $336k | 0% | Mar 2024 |
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Fingerlakes Wealth Management | 3.5k | $306k | 0% | Mar 2024 |
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Idaho Trust Bank | 3.5k | $306k | 100% | Mar 2024 |
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Secure Asset Management | 3.1k | $275k | 100% | Mar 2024 |
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XML Financial | 3.1k | $275k | 1% | Mar 2024 |
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Tudor Investment Corporation | 2.9k | $251k | 100% | Mar 2024 |
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Chicago Wealth Management | 2.8k | $244k | 100% | Mar 2024 |
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Brian McDonald | 2.7k | $240k | -69% | Mar 2024 |
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Colony | 2.6k | $228k | 0% | Mar 2024 |
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MGB Wealth Management | 2.6k | $224k | 17% | Mar 2024 |
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Oppenheimer & Co | 2.4k | $207k | 100% | Mar 2024 |
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CWM | 2.1k | $182k | 30% | Mar 2024 |
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TD Waterhouse Canada | 1.8k | $187k | -14% | Mar 2024 |
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Global Retirement Partners | 1.1k | $100k | 4472% | Mar 2024 |
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Hanson McClain Advisors | 1.1k | $99k | 4258% | Mar 2024 |
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FMR | 1.0k | $92k | 1% | Mar 2024 |
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Pnc Financial Services | 968.00 | $85k | 0% | Mar 2024 |
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Guardian Wealth Management | 872.00 | $77k | 100% | Mar 2024 |
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Parallel Advisors | 840.00 | $74k | 16% | Mar 2024 |
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Householder Group Estate & Retirement Specialist | 706.00 | $62k | 0% | Mar 2024 |
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VitalStone Financial | 653.00 | $57k | -77% | Mar 2024 |
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Horrell Capital Management | 615.00 | $54k | 0% | Mar 2024 |
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Coppell Advisory Solutions | 612.00 | $50k | 100% | Dec 2023 |
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Delos Wealth Advisors | 598.00 | $53k | -5% | Mar 2024 |
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Archer Investment Corp | 364.00 | $32k | 0% | Mar 2024 |
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Principal Securities | 287.00 | $25k | 100% | Mar 2024 |
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Milestone Group | 245.00 | $22k | 0% | Mar 2024 |
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Cape Investment Advisory | 238.00 | $20k | 0% | Dec 2023 |
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Legend Financial Advisors | 204.00 | $18k | 155% | Mar 2024 |
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William Blair $ Company | 196.00 | $17k | 100% | Mar 2024 |
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Retirement Group | 184.00 | $16k | 0% | Mar 2024 |
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City Holding | 175.00 | $15k | 0% | Mar 2024 |
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Citigroup | 144.00 | $13k | 454% | Mar 2024 |
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Founders Financial Alliance | 121.00 | $11k | 100% | Mar 2024 |
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Optimum Investment Advisors | 111.00 | $9.7k | 0% | Mar 2024 |
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Tyler-Stone Wealth Management | 105.00 | $9.2k | 0% | Mar 2024 |
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Headlands Technologies | 60.00 | $5.3k | 100% | Mar 2024 |
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Pinnacle Bank | 37.00 | $3.2k | 0% | Mar 2024 |
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Cutler | 35.00 | $3.0k | -99% | Mar 2024 |
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Tidemark | 34.00 | $3.0k | 0% | Mar 2024 |
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Benjamin F. Edwards & Company | 30.00 | $3.0k | 0% | Mar 2024 |
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Sittner & Nelson | 28.00 | $2.5k | 100% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 6.00 | $526.000200 | 100% | Mar 2024 |
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Who sold out of Invesco unit investment?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Kfg Wealth Management | Dec 2023 | 95k | $7.8M |
Vestmark Advisory Solutions | Dec 2023 | 55k | $4.5M |
Gts Securities | Dec 2023 | 43k | $3.6M |
FSC Wealth Advisors | Dec 2023 | 40k | $3.3M |
Synergy Financial Management | Dec 2023 | 38k | $3.2M |
Money Concepts Capital Corp | Dec 2023 | 20k | $1.6M |
Qube Research & Technologies | Sep 2023 | 12k | $870k |
Financial Network Investment Corporation | Sep 2023 | 10k | $731k |
Two Sigma Advisers | Dec 2023 | 10k | $857k |
Jackson Wealth Management | Sep 2023 | 7.8k | $544k |
Win Advisors | Dec 2023 | 5.8k | $479k |
Simplex Trading | Dec 2023 | 5.3k | $432k |
Bank of New York Mellon | Dec 2023 | 5.1k | $424k |
Greenwood Capital Associates | Dec 2023 | 4.8k | $394k |
Commonwealth Financial Services | Sep 2023 | 3.4k | $241k |
Vigilare Wealth Management | Dec 2023 | 3.1k | $252k |
Wolverine Trading | Dec 2023 | 3.0k | $247k |
SPC Financial | Dec 2023 | 2.6k | $214k |
Geneos Wealth Management | Dec 2023 | 912.00 | $75k |
Annapolis Financial Services | Dec 2023 | 213.00 | $18k |
Riggs Asset Managment | Dec 2023 | 153.00 | $13k |
Private Trust Co Na | Dec 2023 | 68.00 | $5.6k |
ORG Partners | Dec 2023 | 60.00 | $4.9k |
Park Place Capital Corp | Dec 2023 | 39.00 | $3.2k |