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
Download as csv
Download as Excel
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 | 3.1M | $64M | 100% | Jun 2025 |
|
| Wells Fargo & Company | 1.6M | $34M | 1% | Sep 2025 |
|
| LPL Financial | 1.3M | $28M | 7% | Sep 2025 |
|
| Modern Wealth Management | 1.0M | $22M | 2% | Sep 2025 |
|
| Kaye Capital Management | 1.0M | $21M | -7% | Jun 2025 |
|
| Strategic Wealth Partners | 959k | $20M | 0% | Sep 2025 |
|
| UBS Group | 930k | $20M | 2% | Sep 2025 |
|
| Ameriprise Financial | 816k | $17M | -4% | Sep 2025 |
|
| Jones Financial Companies, L.L | 617k | $13M | 12% | Sep 2025 |
|
| Equitable Holdings | 506k | $11M | 12% | Sep 2025 |
|
| Advisor Group Holdings | 302k | $6.4M | -6% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 268k | $5.7M | 5% | Sep 2025 |
|
| Royal Bank of Canada | 259k | $5.5M | 0% | Sep 2025 |
|
| Morton Capital Management | 253k | $5.4M | -1% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 240k | $5.1M | 0% | Sep 2025 |
|
| Focus Financial Network | 230k | $4.9M | 1% | Sep 2025 |
|
| Envestnet Asset Management | 225k | $4.8M | 3% | Sep 2025 |
|
| Commonwealth Equity Services | 224k | $4.8M | -3% | Sep 2025 |
|
| Ohe Financial | 224k | $4.8M | -2% | Sep 2025 |
|
| Raymond James Financial | 203k | $4.3M | -1% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 198k | $4.2M | -42% | Sep 2025 |
|
| HighTower Advisors | 195k | $4.1M | 1% | Sep 2025 |
|
| Citadel Advisors | 180k | $3.8M | 1039% | Sep 2025 |
|
| Chevoit Value Management | 129k | $2.8M | -1% | Sep 2025 |
|
| Mariner Wealth Advisors | 124k | $2.6M | 0% | Sep 2025 |
|
| First American Trust | 117k | $2.5M | -1% | Sep 2025 |
|
| Cetera Investment Advisers | 117k | $2.5M | -2% | Sep 2025 |
|
| VestGen Advisors | 110k | $2.3M | -2% | Sep 2025 |
|
| Jpmorgan Chase & Co | 110k | $2.3M | 8% | Sep 2025 |
|
| Creative Planning | 109k | $2.3M | -3% | Sep 2025 |
|
| Continuum Advisory | 98k | $2.1M | 28% | Sep 2025 |
|
| Brian Low Financial Group | 91k | $1.9M | -5% | Sep 2025 |
|
| Stifel Financial | 88k | $1.9M | -1% | Sep 2025 |
|
| H&H Retirement Design & Management | 80k | $1.7M | 0% | Sep 2025 |
|
| AAFCPAs Wealth Management | 79k | $1.7M | 0% | Sep 2025 |
|
| TFG Advisers | 79k | $1.6M | 1% | Jun 2025 |
|
| Wiley Bros.-aintree Capital | 78k | $1.7M | -5% | Sep 2025 |
|
| Accel Wealth Management | 73k | $1.6M | -1% | Sep 2025 |
|
| Brandywine Oak Private Wealth | 69k | $1.5M | -1% | Sep 2025 |
|
| Goss Wealth Management | 68k | $1.4M | 0% | Sep 2025 |
|
| Parcion Private Wealth | 63k | $1.3M | 0% | Sep 2025 |
|
| CI Private Wealth | 63k | $1.3M | 100% | Sep 2025 |
|
| Northeast Financial Consultants | 62k | $1.3M | 0% | Jun 2025 |
|
| Capital Investment Advisors | 59k | $1.2M | 0% | Sep 2025 |
|
| Capital Analysts | 57k | $1.2M | 32% | Sep 2025 |
|
| Nestegg Advisors | 56k | $1.2M | 1% | Sep 2025 |
|
| Southland Equity Partners | 55k | $1.2M | 0% | Sep 2025 |
|
| Freedom Financial Partners | 54k | $1.1M | 4% | Sep 2025 |
|
| Stratos Wealth Partners | 51k | $1.1M | 17% | Sep 2025 |
|
| Winebrenner Capital Management | 51k | $1.1M | 5% | Sep 2025 |
|
| Institute For Wealth Management | 50k | $1.1M | -1% | Sep 2025 |
|
| Mml Investors Services | 50k | $1.1M | 1% | Sep 2025 |
|
| HPM Partners | 45k | $960k | 0% | Sep 2025 |
|
| Legacy Financial Advisors | 41k | $869k | -1% | Sep 2025 |
|
| Emerald Investment Partners | 40k | $858k | 0% | Sep 2025 |
|
| Breakwater Capital Group | 40k | $852k | 0% | Sep 2025 |
|
| Eagle Strategies | 39k | $819k | -13% | Sep 2025 |
|
| Principle Wealth Partners | 38k | $814k | 0% | Sep 2025 |
|
| Private Advisor | 38k | $805k | 0% | Sep 2025 |
|
| H D Vest Advisory Services | 36k | $740k | -9% | Jun 2025 |
|
| Kestra Advisory Services | 33k | $710k | 7% | Sep 2025 |
|
| Merit Financial Group | 33k | $702k | -10% | Sep 2025 |
|
| Drive Wealth Management | 31k | $657k | 6% | Sep 2025 |
|
| IFG Advisory | 31k | $655k | 1% | Sep 2025 |
|
| GLOBALT Investments LLC / GA | 30k | $644k | -6% | Sep 2025 |
|
| FTB Advisors | 29k | $594k | -21% | Jun 2025 |
|
| BCS Wealth Management | 27k | $582k | -1% | Sep 2025 |
|
| Golden State Wealth Management | 27k | $577k | -8% | Sep 2025 |
|
| Wood Tarver Financial Group | 27k | $566k | -19% | Sep 2025 |
|
| CX Institutional | 26k | $555k | 100% | Sep 2025 |
|
| Alexander Randolph Advisory | 25k | $537k | 0% | Sep 2025 |
|
| Kingsview Wealth Management | 25k | $532k | 1% | Sep 2025 |
|
| Cynosure Management | 25k | $522k | 0% | Sep 2025 |
|
| Rockefeller Capital Management | 24k | $515k | 52% | Sep 2025 |
|
| Capital Advisors | 24k | $512k | -6% | Sep 2025 |
|
| Arkadios Wealth Advisors | 24k | $503k | 0% | Sep 2025 |
|
| SimpliFi | 22k | $477k | 1% | Sep 2025 |
|
| BIP Wealth | 22k | $464k | 0% | Sep 2025 |
|
| Cornerstone Planning Group | 21k | $437k | 100% | Sep 2025 |
|
| Stephens | 20k | $425k | 1% | Sep 2025 |
|
| Mutual Advisors | 19k | $419k | 0% | Sep 2025 |
|
| Sigma Planning | 18k | $387k | 30% | Sep 2025 |
|
| Essex Financial Services | 18k | $384k | 6% | Sep 2025 |
|
| Flagship Harbor Advisors | 18k | $374k | 5% | Sep 2025 |
|
| Brian McDonald | 17k | $367k | -4% | Sep 2025 |
|
| Janney Montgomery Scott | 17k | $360k | 3% | Sep 2025 |
|
| SFG Wealth Management | 16k | $338k | 100% | Sep 2025 |
|
| Federation des caisses Desjardins du Quebec | 16k | $338k | 6% | Sep 2025 |
|
| Beacon Pointe Advisors | 15k | $326k | 100% | Sep 2025 |
|
| Visionary Wealth Advisors | 14k | $291k | -1% | Sep 2025 |
|
| Saxon Interests | 13k | $283k | 100% | Sep 2025 |
|
| Calton & Associates | 13k | $277k | 12% | Sep 2025 |
|
| Western Wealth Management | 13k | $275k | 1% | Sep 2025 |
|
| Captrust Financial Advisors | 13k | $275k | 0% | Sep 2025 |
|
| Flynn Zito Capital Management | 12k | $263k | -44% | Sep 2025 |
|
| Capital Investment Advisory Services | 12k | $257k | -4% | Sep 2025 |
|
| Atria Wealth Solutions | 11k | $222k | 4% | Jun 2025 |
|
| Genesis Wealth Advisors | 11k | $228k | 0% | Sep 2025 |
|
| Coastwise Capital Group | 11k | $223k | 1% | Sep 2025 |
|
| Founders Financial Alliance | 11k | $222k | 8% | Sep 2025 |
|
| Signature Estate and Investment Advisors | 10k | $219k | 1% | Sep 2025 |
|
| Lantern Wealth Advisors | 10k | $213k | 0% | Sep 2025 |
|
| SRS Capital Advisors | 9.2k | $196k | -4% | Sep 2025 |
|
| Ameritas Advisory Services | 9.0k | $190k | -9% | Sep 2025 |
|
| FMR | 8.5k | $180k | 4% | Sep 2025 |
|
| EP Wealth Advisors | 7.6k | $155k | 100% | Jun 2025 |
|
| TSFG | 6.5k | $137k | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 5.9k | $125k | 0% | Sep 2025 |
|
| Bank Of Montreal | 5.3k | $108k | 100% | Jun 2025 |
|
| William Blair $ Company | 4.6k | $97k | 0% | Sep 2025 |
|
| Geneos Wealth Management | 4.6k | $97k | 0% | Sep 2025 |
|
| Principal Securities | 3.2k | $68k | -10% | Sep 2025 |
|
| Root Financial Partners | 3.0k | $63k | 100% | Sep 2025 |
|
| CWM | 2.8k | $60k | 2113% | Sep 2025 |
|
| Advisory Services Network | 2.7k | $58k | 100% | Sep 2025 |
|
| Us Bancorp | 2.5k | $53k | 0% | Sep 2025 |
|
| Pnc Financial Services | 2.4k | $51k | 0% | Sep 2025 |
|
| IFP Advisors | 2.0k | $43k | 0% | Sep 2025 |
|
| Global Retirement Partners | 2.0k | $42k | -6% | Sep 2025 |
|
| NBT Bank | 1.9k | $40k | 0% | Sep 2025 |
|
| GAMMA Investing | 1.8k | $38k | 0% | Sep 2025 |
|
| GHP Investment Advisors | 1.7k | $37k | 1% | Sep 2025 |
|
| National Bank Of Canada /fi/ | 1.7k | $35k | 0% | Sep 2025 |
|
| MAI Wealth Advisors | 1.6k | $34k | 0% | Sep 2025 |
|
| Steward Partners Investment Advisory | 1.6k | $34k | -15% | Sep 2025 |
|
| Farther Finance Advisors | 1.5k | $33k | 8% | Sep 2025 |
|
| Parallel Advisors | 1.5k | $33k | 0% | Sep 2025 |
|
| Center for Financial Planning | 1.5k | $32k | 0% | Sep 2025 |
|
| Salomon & Ludwin | 1.2k | $26k | 0% | Sep 2025 |
|
| GPS Wealth Strategies Group | 1.1k | $24k | 1% | Sep 2025 |
|
| Aptus Capital Advisors | 1.0k | $22k | 0% | Sep 2025 |
|
| JNBA Financial Advisors | 1.0k | $22k | 0% | Sep 2025 |
|
| Financial Advisory Service | 1.0k | $21k | 1% | Sep 2025 |
|
| Wagner Wealth Management | 909.00 | $19k | 1% | Sep 2025 |
|
| Sontag Advisory | 773.00 | $16k | 100% | Sep 2025 |
|
| Addison Advisors | 720.00 | $15k | 0% | Sep 2025 |
|
| Private Trust Co Na | 713.00 | $15k | 0% | Sep 2025 |
|
| Zrc Wealth Management | 380.00 | $8.1k | 0% | Sep 2025 |
|
| Bellevue Asset Management | 362.00 | $7.7k | 1% | Sep 2025 |
|
| Truvestments Capital | 335.00 | $7.1k | 100% | Sep 2025 |
|
| Dunhill Financial | 324.00 | $6.9k | 1% | Sep 2025 |
|
| Integrity Financial Corp | 273.00 | $5.8k | 0% | Sep 2025 |
|
| Bartlett & Co. Wealth Management | 212.00 | $4.5k | -20% | Sep 2025 |
|
| Oak Harbor Wealth Partners | 187.00 | $4.0k | 0% | Sep 2025 |
|
| Strategic Investment Solutions | 84.00 | $1.8k | 1% | Sep 2025 |
|
| Valley National Advisers | 73.00 | $999.997800 | 0% | Sep 2025 |
|
| Signature Resources Capital Management | 65.00 | $1.4k | 0% | Sep 2025 |
|
| DHJJ Financial Advisors | 36.00 | $768.999600 | 0% | Sep 2025 |
|
| Qube Research & Technologies | 21.00 | $446.999700 | 0% | Sep 2025 |
|
Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2025 | 97k | $2.0M |
| Atria Investments | Jun 2025 | 48k | $977k |
| Astoria Portfolio Advisors | Jun 2025 | 12k | $258k |
| Atala Financial | Jun 2025 | 11k | $227k |
| NorthRock Partners | Mar 2025 | 1.2k | $23k |
| Guardian Wealth Advisors, Llc / Nc | Jun 2025 | 1.0k | $21k |
| Park Square Financial Group | Jun 2025 | 791.00 | $16k |
| Central Trust & Investment | Jun 2025 | 733.00 | $15k |
| Sound Income Strategies | Jun 2025 | 191.00 | $3.9k |
| Tower Research Capital | Jun 2025 | 36.00 | $738.000000 |