Who owns Invesco unit investment?
- Ticker: PID
- CUSIP Number: 46137v548
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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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 | 3.6M | $65M | -1% | Jun 2024 |
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| LPL Financial | 2.0M | $39M | -3% | Sep 2024 |
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| Wells Fargo & Company | 1.5M | $30M | -5% | Sep 2024 |
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| Kaye Capital Management | 1.0M | $20M | 1% | Sep 2024 |
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| Strategic Wealth Partners | 939k | $19M | 4% | Sep 2024 |
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| Bank of America Corporation | 785k | $16M | -3% | Sep 2024 |
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| Advisor Group Holdings | 489k | $9.7M | -9% | Sep 2024 |
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| Ronna Sue Cohen | 368k | $7.3M | -3% | Sep 2024 |
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| Envestnet Asset Management | 287k | $5.7M | 10% | Sep 2024 |
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| Royal Bank of Canada | 272k | $5.4M | -5% | Sep 2024 |
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| Equitable Holdings | 256k | $4.6M | 27% | Jun 2024 |
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| Raymond James & Associates | 242k | $4.8M | -1% | Sep 2024 |
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| Mml Investors Services | 235k | $4.7M | 1% | Sep 2024 |
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| Ohe Financial | 234k | $4.6M | 0% | Sep 2024 |
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| Susquehanna International | 229k | $4.5M | 16% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 228k | $4.5M | -3% | Sep 2024 |
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| Focus Financial Network | 225k | $4.5M | -1% | Sep 2024 |
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| FTB Advisors | 222k | $4.4M | -39% | Sep 2024 |
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| Commonwealth Equity Services | 196k | $3.9M | 2% | Sep 2024 |
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| HighTower Advisors | 187k | $3.4M | 2% | Jun 2024 |
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| Cambridge Investment Research Advisors | 183k | $3.6M | 1% | Sep 2024 |
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| Sanctuary Advisors | 140k | $2.7M | 8% | Sep 2024 |
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| Jones Financial Companies, L.L | 138k | $2.7M | 16172% | Sep 2024 |
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| First American Trust | 133k | $2.6M | 37% | Sep 2024 |
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| Atria Investments | 130k | $2.6M | -10% | Sep 2024 |
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| Flow Traders US | 124k | $2.5M | 495% | Sep 2024 |
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| Cetera Investment Advisers | 123k | $2.2M | -13% | Jun 2024 |
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| Mariner Wealth Advisors | 119k | $2.4M | -12% | Sep 2024 |
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| Raymond James Financial Services Advisors | 117k | $2.3M | -51% | Sep 2024 |
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| Creative Planning | 116k | $2.3M | 0% | Sep 2024 |
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| Morton Capital Management | 110k | $2.2M | -25% | Sep 2024 |
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| Jpmorgan Chase & Co | 102k | $2.0M | 653% | Sep 2024 |
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| AAFCPAs Wealth Management | 96k | $1.9M | 0% | Sep 2024 |
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| Goss Wealth Management | 96k | $1.7M | -1% | Jun 2024 |
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| Wiley Bros.-aintree Capital | 85k | $1.5M | 100% | Jun 2024 |
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| Chevoit Value Management | 80k | $1.4M | 0% | Jun 2024 |
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| TFG Advisers | 77k | $1.5M | 0% | Sep 2024 |
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| Brandywine Oak Private Wealth | 76k | $1.5M | 0% | Sep 2024 |
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| Parcion Private Wealth | 74k | $1.5M | -4% | Sep 2024 |
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| H&H Retirement Design & Management | 72k | $1.4M | 2% | Sep 2024 |
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| Continuum Advisory | 71k | $1.3M | 3% | Sep 2024 |
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| Eagle Strategies | 71k | $1.4M | -39% | Sep 2024 |
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| Private Advisor | 67k | $1.3M | 2% | Sep 2024 |
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| Northeast Financial Consultants | 62k | $1.2M | 0% | Sep 2024 |
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| Accel Wealth Management | 61k | $1.2M | -11% | Sep 2024 |
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| Aveo Capital Partners | 58k | $1.1M | -47% | Sep 2024 |
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| Capital Investment Advisors | 58k | $1.1M | -1% | Sep 2024 |
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| Southland Equity Partners | 57k | $1.1M | 0% | Sep 2024 |
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| Institute For Wealth Management | 52k | $1.0M | 0% | Sep 2024 |
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| H D Vest Advisory Services | 52k | $922k | 14% | Jun 2024 |
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| Jane Street | 49k | $976k | -61% | Sep 2024 |
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| HPM Partners | 45k | $886k | 0% | Sep 2024 |
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| Breakwater Capital Group | 45k | $881k | -10% | Sep 2024 |
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| Merit Financial Group | 44k | $868k | -24% | Sep 2024 |
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| Legacy Financial Advisors | 44k | $784k | -3% | Jun 2024 |
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| GLOBALT Investments LLC / GA | 41k | $804k | -3% | Sep 2024 |
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| Kestra Advisory Services | 40k | $788k | -58% | Sep 2024 |
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| Emerald Investment Partners | 39k | $776k | 1% | Sep 2024 |
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| Principle Wealth Partners | 38k | $686k | 0% | Jun 2024 |
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| Stratos Wealth Partners | 37k | $739k | 0% | Sep 2024 |
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| BCS Wealth Management | 35k | $688k | 100% | Sep 2024 |
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| IFG Advisory | 35k | $688k | -4% | Sep 2024 |
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| Stifel Financial | 32k | $570k | 9% | Jun 2024 |
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| Drive Wealth Management | 29k | $575k | 1% | Sep 2024 |
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| Townsquare Capital | 29k | $575k | 100% | Sep 2024 |
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| National Asset Management | 28k | $552k | -9% | Sep 2024 |
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| Mutual Advisors | 28k | $543k | -1% | Sep 2024 |
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| Sandy Spring Bank | 27k | $542k | 0% | Sep 2024 |
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| Capital Advisors | 26k | $518k | 0% | Sep 2024 |
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| Kingsview Wealth Management | 26k | $512k | 1% | Sep 2024 |
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| Cynosure Management | 25k | $485k | 0% | Sep 2024 |
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| Alexander Randolph Advisory | 24k | $483k | 0% | Sep 2024 |
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| Flynn Zito Capital Management | 23k | $464k | 1% | Sep 2024 |
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| BIP Wealth | 22k | $441k | 0% | Sep 2024 |
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| SimpliFi | 22k | $428k | 1% | Sep 2024 |
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| Visionary Wealth Advisors | 17k | $340k | 0% | Sep 2024 |
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| Essex Financial Services | 17k | $336k | -15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 15k | $271k | 8% | Jun 2024 |
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| Rockefeller Capital Management | 15k | $270k | 2% | Jun 2024 |
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| Federation des caisses Desjardins du Quebec | 15k | $297k | 0% | Sep 2024 |
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| HTLF Bank | 15k | $289k | 0% | Sep 2024 |
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| Sigma Planning | 14k | $281k | 0% | Sep 2024 |
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| Janney Montgomery Scott | 14k | $281k | -4% | Sep 2024 |
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| Western Wealth Management | 14k | $268k | -15% | Sep 2024 |
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| Flagship Harbor Advisors | 14k | $266k | 22% | Sep 2024 |
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| Capital Investment Advisory Services | 13k | $261k | 5% | Sep 2024 |
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| Brian McDonald | 13k | $250k | -4% | Sep 2024 |
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| Branch Banking & Trust Company | 13k | $224k | 100% | Jun 2024 |
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| High Falls Advisors | 12k | $242k | -26% | Sep 2024 |
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| Captrust Financial Advisors | 12k | $239k | 9% | Sep 2024 |
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| Stephens | 12k | $238k | 11% | Sep 2024 |
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| Schechter Investment Advisors | 11k | $224k | 0% | Sep 2024 |
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| Coastwise Capital Group | 10k | $204k | 1% | Sep 2024 |
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| Founders Financial Alliance | 10k | $202k | 1% | Sep 2024 |
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| Lantern Wealth Advisors | 10k | $198k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 5.9k | $117k | -3% | Sep 2024 |
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| William Blair $ Company | 5.0k | $98k | 8% | Sep 2024 |
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| Geneos Wealth Management | 4.6k | $82k | 0% | Jun 2024 |
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| Wayne Hummer Investments | 4.3k | $85k | -92% | Sep 2024 |
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| Archvest Wealth Advisors | 3.8k | $76k | 100% | Sep 2024 |
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| Principal Securities | 3.2k | $64k | 0% | Sep 2024 |
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| Balentine | 2.4k | $48k | 100% | Sep 2024 |
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| Pnc Financial Services | 2.4k | $47k | 0% | Sep 2024 |
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| GHP Investment Advisors | 2.4k | $47k | -76% | Sep 2024 |
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| National Bank Of Canada /fi/ | 2.3k | $46k | 0% | Sep 2024 |
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| Global Retirement Partners | 2.2k | $43k | -4% | Sep 2024 |
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| NBT Bank | 1.9k | $38k | 100% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.7k | $32k | 0% | Sep 2024 |
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| IFP Advisors | 1.7k | $30k | 0% | Jun 2024 |
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| Parallel Advisors | 1.5k | $30k | 0% | Sep 2024 |
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| Center for Financial Planning | 1.5k | $30k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 1.4k | $28k | 0% | Sep 2024 |
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| First Command Advisory Services | 1.3k | $26k | 707% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.3k | $23k | 0% | Jun 2024 |
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| Salomon & Ludwin | 1.2k | $24k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 1.1k | $21k | 1% | Sep 2024 |
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| JNBA Financial Advisors | 1.0k | $20k | 0% | Sep 2024 |
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| Farmers & Merchants Investment | 980.00 | $19k | 0% | Sep 2024 |
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| Financial Advisory Service | 970.00 | $19k | 1% | Sep 2024 |
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| CWM | 952.00 | $19k | 0% | Sep 2024 |
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| FinTrust Capital Advisors | 949.00 | $19k | 0% | Sep 2024 |
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| Wagner Wealth Management | 909.00 | $18k | 13% | Sep 2024 |
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| Element Wealth | 858.00 | $17k | 0% | Sep 2024 |
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| Addison Advisors | 820.00 | $16k | -87% | Sep 2024 |
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| Private Trust Co Na | 713.00 | $13k | 0% | Jun 2024 |
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| Park Place Capital Corp | 575.00 | $11k | 0% | Sep 2024 |
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| Venturi Wealth Management | 500.00 | $9.9k | 0% | Sep 2024 |
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| Reuter James Wealth Management | 433.00 | $8.6k | 100% | Sep 2024 |
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| Bellevue Asset Management | 350.00 | $6.9k | 0% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 320.00 | $6.3k | 0% | Sep 2024 |
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| Dunhill Financial | 313.00 | $6.2k | 1% | Sep 2024 |
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| First Pacific Financial | 248.00 | $4.9k | 100% | Sep 2024 |
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| WR Wealth Planners | 225.00 | $4.5k | 0% | Sep 2024 |
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| North Star Investment Management | 190.00 | $3.8k | 0% | Sep 2024 |
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| Coastal Investment Advisors | 139.00 | $2.7k | -78% | Sep 2024 |
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| Strategic Investment Solutions | 81.00 | $1.6k | 14% | Sep 2024 |
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| Valley National Advisers | 73.00 | $999.997800 | 0% | Sep 2024 |
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| Signature Resources Capital Management | 65.00 | $1.3k | 0% | Sep 2024 |
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| PSI Advisors | 44.00 | $869.998800 | 0% | Sep 2024 |
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| DHJJ Financial Advisors | 36.00 | $716.000400 | 0% | Sep 2024 |
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| Qube Research & Technologies | 21.00 | $376.000800 | 100% | Jun 2024 |
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| Tower Research Capital | 18.00 | $322.999200 | 100% | Jun 2024 |
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| Bnp Paribas Arbitrage, Snc | 2.00 | $40.000000 | 0% | Sep 2024 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Garden State Investment Advisory Services | Mar 2024 | 460k | $8.5M |
| Lakeview Capital Partners | Jun 2024 | 183k | $3.4M |
| Old Mission Capital | Mar 2024 | 119k | $2.2M |
| Integrated Wealth Concepts | Jun 2024 | 95k | $1.7M |
| Citadel Advisors | Jun 2024 | 32k | $572k |
| Obermeyer Asset Management | Jun 2024 | 14k | $249k |
| Bank of New York Mellon | Jun 2024 | 13k | $237k |
| Pathstone Holdings | Jun 2024 | 11k | $205k |
| Calton & Associates | Jun 2024 | 11k | $204k |
| PCG Wealth Advisors | Jun 2024 | 11k | $188k |
| Country Club Bank | Mar 2024 | 10k | $187k |
| Investmark Advisory Group | Mar 2024 | 10k | $186k |
| International Assets Investment Management | Jun 2024 | 2.1k | $38k |
| Darren Munn | Jun 2024 | 2.0k | $36k |
| Lynx Investment Advisory | Jun 2024 | 616.00 | $11k |
| Ashton Thomas Private Wealth | Jun 2024 | 314.00 | $5.6k |
| Turtle Creek Wealth Advisors | Jun 2024 | 126.00 | $2.3k |
| Ancora Advisors | Jun 2024 | 58.00 | $1.0k |