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 | 3.2M | $71M | 1% | Mar 2026 |
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| Wells Fargo & Company | 1.6M | $35M | -2% | Jun 2026 |
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| LPL Financial | 1.2M | $28M | -2% | Jun 2026 |
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| Strategic Wealth Partners | 1.2M | $26M | 3% | Jun 2026 |
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| Northwest Financial Advisors | 960k | $21M | 100% | Jun 2026 |
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| UBS Group | 922k | $21M | -1% | Jun 2026 |
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| Bank of America Corporation | 914k | $20M | 1% | Jun 2026 |
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| Equitable Holdings | 890k | $20M | 9% | Jun 2026 |
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| Jones Financial Companies, L.L | 809k | $18M | 13% | Jun 2026 |
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| Modern Wealth Management | 634k | $14M | -24% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 294k | $6.5M | 5% | Jun 2026 |
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| Advisor Group Holdings | 279k | $6.2M | -5% | Jun 2026 |
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| Royal Bank of Canada | 265k | $5.9M | -1% | Jun 2026 |
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| Raymond James Financial | 252k | $5.6M | 5% | Jun 2026 |
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| Envestnet Asset Management | 239k | $5.3M | 9% | Jun 2026 |
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| Cambridge Investment Research Advisors | 237k | $5.3M | 0% | Jun 2026 |
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| Morton Capital Management | 237k | $5.3M | -3% | Jun 2026 |
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| Commonwealth Equity Services | 233k | $5.2M | 1% | Jun 2026 |
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| HighTower Advisors | 200k | $4.4M | 1% | Jun 2026 |
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| Focus Financial Network | 186k | $4.1M | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 177k | $4.0M | 100% | Jun 2026 |
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| Ohe Financial | 175k | $3.9M | -11% | Jun 2026 |
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| Sanctuary Advisors | 143k | $3.2M | -11% | Jun 2026 |
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| Chevoit Value Management | 123k | $2.7M | 0% | Jun 2026 |
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| Continuum Advisory | 117k | $2.6M | 10% | Jun 2026 |
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| Mariner Wealth Advisors | 116k | $2.6M | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 112k | $2.5M | 100% | Jun 2026 |
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| Creative Planning | 110k | $2.4M | 0% | Jun 2026 |
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| Brian Low Financial Group | 109k | $2.4M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 104k | $2.3M | -3% | Jun 2026 |
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| Ameriprise Financial | 103k | $2.3M | -7% | Jun 2026 |
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| H&H Retirement Design & Management | 88k | $2.1M | 1% | Jun 2026 |
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| Stifel Financial | 88k | $1.9M | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 73k | $1.6M | -1% | Jun 2026 |
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| Brandywine Oak Private Wealth | 69k | $1.5M | 0% | Jun 2026 |
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| Stratos Wealth Partners | 68k | $1.5M | 11% | Jun 2026 |
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| AAFCPAs Wealth Management | 65k | $1.4M | -5% | Jun 2026 |
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| Goss Wealth Management | 63k | $1.4M | 0% | Jun 2026 |
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| CI Private Wealth | 62k | $1.4M | 0% | Jun 2026 |
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| Mml Investors Services | 62k | $1.4M | 1% | Jun 2026 |
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| Capital Analysts | 56k | $1.2M | 0% | Jun 2026 |
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| Capital Investment Advisors | 56k | $1.2M | 0% | Jun 2026 |
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| Freedom Financial Partners | 55k | $1.2M | 1% | Jun 2026 |
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| Parcion Private Wealth | 55k | $1.2M | 0% | Jun 2026 |
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| Southland Equity Partners | 53k | $1.2M | -2% | Jun 2026 |
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| First American Trust | 51k | $1.1M | -43% | Jun 2026 |
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| Institute For Wealth Management | 48k | $1.1M | 0% | Jun 2026 |
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| Nestegg Advisors | 48k | $1.1M | -3% | Jun 2026 |
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| HPM Partners | 46k | $1.0M | 1% | Jun 2026 |
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| Mosley Wealth Management | 44k | $965k | 720% | Jun 2026 |
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| Private Advisor | 41k | $914k | 11% | Jun 2026 |
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| Winebrenner Capital Management | 41k | $907k | 0% | Jun 2026 |
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| Breakwater Capital Group | 41k | $904k | -1% | Jun 2026 |
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| Drive Wealth Management | 38k | $849k | -2% | Jun 2026 |
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| Principle Wealth Partners | 36k | $795k | -6% | Jun 2026 |
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| Accel Wealth Management | 36k | $794k | -15% | Jun 2026 |
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| Legacy Financial Advisors | 35k | $771k | -10% | Jun 2026 |
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| Eagle Strategies | 33k | $730k | -5% | Jun 2026 |
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| Kestra Advisory Services | 32k | $712k | -1% | Jun 2026 |
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| IFG Advisory | 31k | $687k | 100% | Jun 2026 |
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| Appalachian Capital Management | 30k | $655k | 0% | Jun 2026 |
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| Flagship Harbor Advisors | 28k | $622k | 2% | Jun 2026 |
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| GLOBALT Investments LLC / GA | 28k | $621k | -5% | Jun 2026 |
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| BCS Wealth Management | 27k | $599k | -1% | Jun 2026 |
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| Alexander Randolph Advisory | 25k | $561k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 25k | $553k | 4% | Jun 2026 |
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| Merit Financial Group | 24k | $543k | -9% | Jun 2026 |
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| Kingsview Wealth Management | 24k | $538k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 24k | $523k | -4% | Jun 2026 |
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| Capital Advisors | 24k | $523k | 0% | Jun 2026 |
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| SimpliFi | 23k | $512k | 1% | Jun 2026 |
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| BIP Wealth | 22k | $484k | 0% | Jun 2026 |
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| Wood Tarver Financial Group | 21k | $466k | -6% | Jun 2026 |
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| Stephens | 21k | $465k | 7% | Jun 2026 |
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| Bluedoor Private Wealth | 20k | $446k | 0% | Jun 2026 |
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| Saxon Interests | 20k | $443k | 0% | Jun 2026 |
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| Golden State Wealth Management | 20k | $439k | -9% | Jun 2026 |
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| Sigma Planning | 19k | $423k | 0% | Jun 2026 |
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| Janney Montgomery Scott | 18k | $400k | 0% | Jun 2026 |
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| Essex Financial Services | 18k | $393k | -2% | Jun 2026 |
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| Mutual Advisors | 18k | $392k | 0% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 17k | $384k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 16k | $361k | -2% | Jun 2026 |
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| Susquehanna International | 16k | $348k | 100% | Jun 2026 |
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| Umb Bank N A | 15k | $324k | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 14k | $312k | -8% | Jun 2026 |
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| Two Sigma Investments | 14k | $309k | 3% | Jun 2026 |
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| Visionary Wealth Advisors | 14k | $300k | 0% | Jun 2026 |
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| Captrust Financial Advisors | 13k | $289k | -13% | Jun 2026 |
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| Flow Traders US | 13k | $286k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 13k | $279k | -8% | Jun 2026 |
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| Signature Estate and Investment Advisors | 13k | $278k | 11% | Jun 2026 |
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| Flynn Zito Capital Management | 12k | $276k | 0% | Jun 2026 |
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| Citadel Advisors | 12k | $269k | -59% | Jun 2026 |
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| Keating Financial Advisory Services | 12k | $263k | 0% | Jun 2026 |
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| Kingswood Wealth Advisors | 12k | $259k | 0% | Jun 2026 |
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| Capital Investment Advisory Services | 11k | $252k | -8% | Jun 2026 |
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| Genesis Wealth Advisors | 11k | $238k | 0% | Jun 2026 |
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| SRS Capital Advisors | 11k | $237k | 0% | Jun 2026 |
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| Waterloo Capital | 11k | $232k | 100% | Jun 2026 |
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| Lantern Wealth Advisors | 10k | $222k | 0% | Jun 2026 |
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| NorthRock Partners | 9.6k | $214k | 0% | Jun 2026 |
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| PFG Advisors | 9.4k | $208k | 100% | Jun 2026 |
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| Riverchase Wealth Management | 9.4k | $208k | 0% | Jun 2026 |
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| Calton & Associates | 9.3k | $207k | -43% | Jun 2026 |
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| FMR | 9.3k | $207k | 1% | Jun 2026 |
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| Coastwise Capital Group | 9.1k | $201k | 100% | Jun 2026 |
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| National Bank Of Canada /fi/ | 8.3k | $184k | 0% | Jun 2026 |
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| Founders Financial Alliance | 8.0k | $178k | -19% | Jun 2026 |
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| Geneos Wealth Management | 7.9k | $176k | -4% | Jun 2026 |
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| TSFG | 6.5k | $143k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 6.1k | $136k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 5.6k | $125k | -2% | Jun 2026 |
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| CX Institutional | 5.1k | $114k | -36% | Jun 2026 |
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| EP Wealth Advisors | 4.6k | $102k | 100% | Jun 2026 |
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| William Blair $ Company | 4.6k | $101k | 0% | Jun 2026 |
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| Bank Of Montreal | 4.5k | $100k | 100% | Mar 2026 |
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| CWM | 3.2k | $70k | -7% | Mar 2026 |
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| Community Fin'l Svs | 3.0k | $67k | 100% | Jun 2026 |
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| Pnc Financial Services | 2.9k | $64k | 0% | Jun 2026 |
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| Mather Group | 2.3k | $51k | 100% | Jun 2026 |
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| Us Bancorp | 2.1k | $47k | -20% | Jun 2026 |
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| IFP Advisors | 2.0k | $45k | 0% | Jun 2026 |
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| Global Retirement Partners | 2.0k | $44k | 1% | Jun 2026 |
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| NBT Bank | 1.9k | $42k | 0% | Jun 2026 |
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| Russell Investments | 1.8k | $40k | -7% | Jun 2026 |
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| GAMMA Investing | 1.8k | $40k | 0% | Jun 2026 |
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| GHP Investment Advisors | 1.8k | $39k | 1% | Jun 2026 |
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| Cornerstone Planning Group | 1.7k | $38k | 1% | Jun 2026 |
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| Center for Financial Planning | 1.5k | $34k | 0% | Jun 2026 |
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| Medallion Wealth Advisors | 1.4k | $32k | -46% | Jun 2026 |
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| Ameriflex Group | 1.4k | $31k | 1% | Jun 2026 |
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| Evelyn Partners Asset Management | 1.4k | $31k | 0% | Mar 2026 |
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| Parallel Advisors | 1.4k | $31k | 0% | Jun 2026 |
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| Salomon & Ludwin | 1.2k | $27k | 0% | Jun 2026 |
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| Farther Finance Advisors | 1.1k | $25k | 931% | Jun 2026 |
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| Harbour Investments | 1.1k | $24k | 14% | Jun 2026 |
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| Financial Advisory Service | 1.0k | $23k | 1% | Jun 2026 |
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| Aptus Capital Advisors | 1.0k | $23k | 0% | Jun 2026 |
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| JNBA Financial Advisors | 1.0k | $23k | 0% | Jun 2026 |
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| Wagner Wealth Management | 935.00 | $21k | 1% | Jun 2026 |
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| SCBT Financial Corporation | 785.00 | $17k | 100% | Jun 2026 |
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| Private Trust Co Na | 713.00 | $16k | 0% | Jun 2026 |
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| Vanguard Advisers | 497.00 | $11k | -1% | Jun 2026 |
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| Godfrey Financial Associates | 400.00 | $8.9k | 0% | Jun 2026 |
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| MidFirst Bank | 399.00 | $8.9k | 0% | Jun 2026 |
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| Zrc Wealth Management | 380.00 | $8.4k | 0% | Jun 2026 |
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| Bellevue Asset Management | 372.00 | $8.3k | 1% | Jun 2026 |
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| AE Wealth Management | 345.00 | $7.7k | 100% | Jun 2026 |
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| Dunhill Financial | 333.00 | $7.4k | 2% | Jun 2026 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Emerald Investment Partners | Mar 2026 | 40k | $879k |
| Jane Street | Mar 2026 | 36k | $801k |
| Cynosure Management | Mar 2026 | 25k | $546k |
| Two Sigma Securities | Mar 2026 | 12k | $262k |
| Gts Securities | Mar 2026 | 11k | $234k |
| Root Financial Partners | Mar 2026 | 3.0k | $66k |
| Advisory Services Network | Mar 2026 | 2.7k | $61k |
| MAI Wealth Advisors | Mar 2026 | 1.6k | $36k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 1.0k | $23k |
| Addison Advisors | Mar 2026 | 580.00 | $13k |