Who owns Invesco unit investment?

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Analyze quarterly positions in Invesco unit investment with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invesco unit investment stock

Who bought or sold Invesco unit investment this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 4.4M $73M -3% Sep 2023
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LPL Financial 2.5M $41M -6% Sep 2023
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Wells Fargo & Company 1.6M $29M -7% Dec 2023
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UBS Group 1.4M $26M -6% Dec 2023
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Kaye Capital Management 1.0M $18M -8% Dec 2023
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Kestra Advisory Services 855k $16M -2% Dec 2023
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Bank of America Corporation 815k $15M -17% Dec 2023
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Advisor Group Holdings 707k $13M 113% Dec 2023
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Jane Street 550k $10M 94% Dec 2023
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Ameriprise Financial 544k $9.1M -30% Sep 2023
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Raymond James Financial Services Advisors 489k $9.0M -48% Dec 2023
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Garden State Investment Advisory Services 477k $8.0M 2% Sep 2023
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Eagle Strategies 391k $7.2M -70% Dec 2023
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Multi-Financial Securities 384k $6.4M 2% Sep 2023
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Raymond James & Associates 378k $7.0M 4% Dec 2023
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Mml Investors Services 367k $6.1M -2% Sep 2023
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Ronna Sue Cohen 363k $6.7M 2% Dec 2023
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Envestnet Asset Management 354k $5.9M -26% Sep 2023
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FTB Advisors 340k $6.3M -11% Dec 2023
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Northwestern Mutual Wealth Management Company 321k $5.4M -27% Sep 2023
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Royal Bank of Canada 290k $5.3M 0% Dec 2023
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First American Trust 287k $5.3M -8% Dec 2023
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Parcion Private Wealth 263k $4.9M -93% Dec 2023
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Ohe Financial 229k $3.8M 5% Sep 2023
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Commonwealth Equity Services 211k $3.9M -1% Dec 2023
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Focus Financial Network 211k $3.9M 100% Dec 2023
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HighTower Advisors 183k $3.4M -35% Dec 2023
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Cambridge Investment Research Advisors 170k $3.1M -18% Dec 2023
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Morton Capital Management 164k $3.0M 31% Dec 2023
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Citadel Advisors 150k $2.8M -37% Dec 2023
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Atria Investments 148k $2.7M 12% Dec 2023
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Mariner Wealth Advisors 144k $2.7M -10% Dec 2023
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Lakeview Capital Partners 143k $2.6M 20% Dec 2023
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Private Advisor 139k $2.6M 46% Dec 2023
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Equitable Holdings 138k $2.3M 12% Sep 2023
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Stratos Wealth Partners 129k $2.4M -1% Dec 2023
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Creative Planning 123k $2.3M -3% Dec 2023
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IFG Advisory 115k $2.1M -11% Dec 2023
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Goss Wealth Management 108k $1.8M -4% Sep 2023
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AAFCPAs Wealth Management 105k $1.9M -16% Dec 2023
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Jpmorgan Chase & Co 100k $1.8M 810% Dec 2023
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First Republic Investment Management 95k $1.6M -1% Sep 2023
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Old Mission Capital 91k $1.5M 100% Sep 2023
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HPM Partners 84k $1.6M -10% Dec 2023
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H D Vest Advisory Services 79k $1.5M 16% Dec 2023
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Wayne Hummer Investments 79k $1.5M 2% Dec 2023
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Integrated Wealth Concepts 77k $1.3M 2% Sep 2023
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Brandywine Oak Private Wealth 76k $1.4M 0% Dec 2023
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TFG Advisers 76k $1.3M 3% Sep 2023
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Chevoit Value Management 73k $1.3M 21% Dec 2023
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Virginia National Bank 73k $1.2M -1% Sep 2023
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Mercer Global Advisors 71k $1.3M 0% Dec 2023
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Synovus Financial Corp. 66k $1.1M -2% Sep 2023
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Continuum Advisory 65k $1.2M -3% Dec 2023
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Capital Investment Advisors 63k $1.2M -3% Dec 2023
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Northeast Financial Consultants 62k $1.1M 0% Dec 2023
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H&H Retirement Design & Management 62k $1.1M 5% Dec 2023
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AdvisorNet Financial 61k $1.1M 13% Dec 2023
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Orion Portfolio Solutions 60k $1.1M 36% Dec 2023
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Accel Wealth Management 58k $1.1M 2% Dec 2023
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Southland Equity Partners 57k $1.1M -1% Dec 2023
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Financial Network Investment Corporation 53k $885k 6% Sep 2023
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Institute For Wealth Management 52k $959k -6% Dec 2023
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Breakwater Capital Group 50k $909k -22% Dec 2023
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GLOBALT Investments LLC / GA 49k $903k 100% Dec 2023
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Legacy Financial Advisors 48k $880k 100% Dec 2023
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Merit Financial Group 47k $871k 113% Dec 2023
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Principle Wealth Partners 45k $826k 0% Dec 2023
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Brian McDonald 44k $740k 100% Sep 2023
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Stifel Financial 38k $693k -27% Dec 2023
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Cetera Investment Advisers 37k $616k 17% Sep 2023
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Emerald Investment Partners 36k $664k 2% Dec 2023
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Sandy Spring Bank 35k $653k 100% Dec 2023
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Mutual Advisors 29k $536k 1% Dec 2023
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Capital Advisors 26k $488k -16% Dec 2023
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Kingsview Wealth Management 25k $469k 7% Dec 2023
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Alexander Randolph Advisory 25k $464k 100% Dec 2023
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Cynosure Management 25k $453k 0% Dec 2023
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Drive Wealth Management 23k $420k 1% Dec 2023
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Essex Financial Services 22k $411k -29% Dec 2023
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Flynn Zito Capital Management 22k $404k 1% Dec 2023
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BIP Wealth 22k $402k 0% Dec 2023
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SimpliFi 21k $348k 0% Dec 2023
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CIBC World Markets 20k $337k -23% Sep 2023
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Prospera Financial Services 20k $369k 0% Dec 2023
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Janney Montgomery Scott 20k $366k -8% Dec 2023
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Captrust Financial Advisors 19k $352k -1% Dec 2023
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PCG Wealth Advisors 19k $351k -22% Dec 2023
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Centaurus Financial 19k $343k -12% Dec 2023
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Western Wealth Management 18k $340k 0% Dec 2023
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High Falls Advisors 18k $323k -13% Dec 2023
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National Asset Management 17k $307k -39% Dec 2023
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Investmark Advisory Group 16k $268k -22% Sep 2023
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Capital Analysts 16k $289k 27% Dec 2023
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HTLF Bank 15k $270k 100% Dec 2023
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Dubuque Bank & Trust 15k $244k 0% Sep 2023
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Rockefeller Capital Management 14k $265k 2% Dec 2023
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GHP Investment Advisors 14k $262k -12% Dec 2023
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Wealth Enhancement Advisory Services 14k $258k -21% Dec 2023
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Visionary Wealth Advisors 13k $234k 100% Dec 2023
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Capital Investment Advisory Services 13k $232k 2% Dec 2023
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Sigma Planning 12k $223k -51% Dec 2023
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Calton & Associates 11k $209k 100% Dec 2023
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Schechter Investment Advisors 11k $209k -10% Dec 2023
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Coastwise Capital Group 11k $205k 0% Dec 2023
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Branch Banking & Trust Company 11k $202k 0% Dec 2023
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Country Club Bank 11k $202k -20% Dec 2023
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Cedar Brook Financial Partners 11k $200k 1% Dec 2023
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Founders Financial Alliance 10k $185k 0% Dec 2023
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Lantern Wealth Advisors 10k $185k 100% Dec 2023
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Hanson McClain Advisors 8.1k $149k -62% Dec 2023
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EP Wealth Advisors 7.3k $135k 100% Dec 2023
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Addison Advisors 6.4k $119k -5% Dec 2023
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Strategic Investment Solutions 4.9k $89k 6289% Sep 2023
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Geneos Wealth Management 4.7k $87k 0% Dec 2023
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Northwest Financial Advisors 4.2k $78k 100% Dec 2023
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National Bank Of Canada /fi/ 4.0k $74k 0% Dec 2023
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Principal Securities 3.5k $64k 100% Dec 2023
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Nordwand Advisors 3.2k $59k 0% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 2.8k $50k 0% Dec 2023
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Pnc Financial Services 2.4k $44k -76% Dec 2023
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William Blair $ Company 2.3k $42k -66% Dec 2023
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Global Retirement Partners 2.2k $40k 58% Dec 2023
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Baystate Wealth Management 2.1k $38k 1% Dec 2023
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Cullen Frost Bankers 1.9k $36k 0% Dec 2023
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Bartlett & Co. 1.7k $32k 3031% Dec 2023
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Bartlett & Co. Wealth Management 1.7k $32k 3031% Dec 2023
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Bellevue Asset Management 1.7k $31k 0% Dec 2023
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IFP Advisors 1.7k $31k 0% Dec 2023
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CWM 1.6k $30k 0% Dec 2023
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Center for Financial Planning 1.5k $28k 0% Dec 2023
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FMR 1.3k $22k -47% Sep 2023
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Salomon & Ludwin 1.2k $20k 100% Dec 2023
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Private Trust Co Na 1.1k $20k 0% Dec 2023
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JNBA Financial Advisors 1.0k $19k 0% Dec 2023
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FinTrust Capital Advisors 949.00 $16k 0% Sep 2023
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Financial Advisory Service 938.00 $17k 1% Dec 2023
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Element Wealth 858.00 $16k -40% Dec 2023
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Parallel Advisors 795.00 $15k 0% Dec 2023
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Park Place Capital Corp 575.00 $11k 0% Dec 2023
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Venturi Wealth Management 500.00 $9.2k 0% Dec 2023
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Us Bancorp 370.00 $6.8k 0% Dec 2023
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Huntington National Bank 312.00 $5.8k 100% Dec 2023
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Advisory Services Network 310.00 $0 100% Dec 2023
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Dunhill Financial 303.00 $5.6k 100% Dec 2023
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Oak Harbor Wealth Partners 275.00 $5.1k 100% Dec 2023
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North Star Investment Management 190.00 $3.5k 100% Dec 2023
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Tennessee Valley Asset Management Partners 151.00 $2.8k 100% Dec 2023
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Turtle Creek Wealth Advisors 126.00 $2.3k 100% Dec 2023
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Tower Research Capital 78.00 $1.3k 100% Sep 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of Invesco unit investment?

Fund or Company Name Date Sold Shares Held Valued At
Invesco Jun 2023 898k $16M
Bank Of Montreal Sep 2023 118k $2.2M
Bienville Capital Management Sep 2023 32k $537k
Meridian Management Sep 2023 15k $255k
Aspen Wealth Strategies Sep 2023 15k $251k
Kestra Private Wealth Services Sep 2023 11k $183k
Cary Street Partner Investment Advisory Sep 2023 5.2k $87k
Coastal Investment Advisors Sep 2023 632.00 $11k
Capital Investment Counsel Sep 2023 500.00 $8.4k