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 | $36M | -3% | Mar 2026 |
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| LPL Financial | 1.3M | $28M | -3% | Mar 2026 |
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| Strategic Wealth Partners | 1.1M | $25M | 5% | Mar 2026 |
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| Modern Wealth Management | 946k | $21M | -8% | Dec 2025 |
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| UBS Group | 935k | $21M | 5% | Mar 2026 |
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| Bank of America Corporation | 909k | $20M | 100% | Mar 2026 |
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| Equitable Holdings | 818k | $18M | 12% | Mar 2026 |
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| Jones Financial Companies, L.L | 636k | $14M | 3% | Dec 2025 |
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| Advisor Group Holdings | 299k | $6.6M | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 280k | $6.2M | 4% | Mar 2026 |
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| Royal Bank of Canada | 269k | $6.0M | 4% | Mar 2026 |
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| Morton Capital Management | 244k | $5.4M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 236k | $5.3M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 231k | $5.1M | 1% | Mar 2026 |
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| Raymond James Financial | 223k | $4.9M | 10% | Dec 2025 |
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| Envestnet Asset Management | 220k | $4.9M | 0% | Mar 2026 |
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| Ohe Financial | 197k | $4.4M | -11% | Mar 2026 |
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| HighTower Advisors | 197k | $4.4M | 1% | Mar 2026 |
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| Focus Financial Network | 184k | $4.1M | -20% | Mar 2026 |
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| Sanctuary Advisors | 160k | $3.6M | -1% | Mar 2026 |
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| Chevoit Value Management | 122k | $2.7M | -5% | Mar 2026 |
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| Mariner Wealth Advisors | 114k | $2.5M | -5% | Mar 2026 |
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| Ameriprise Financial | 111k | $3.2M | -86% | Mar 2026 |
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| Creative Planning | 110k | $2.4M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 106k | $2.4M | -8% | Mar 2026 |
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| Continuum Advisory | 106k | $2.4M | 0% | Mar 2026 |
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| Brian Low Financial Group | 99k | $2.2M | 8% | Mar 2026 |
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| First American Trust | 90k | $2.0M | -4% | Mar 2026 |
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| Stifel Financial | 88k | $2.0M | 0% | Mar 2026 |
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| H&H Retirement Design & Management | 87k | $2.0M | -1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 75k | $1.6M | -4% | Dec 2025 |
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| Brandywine Oak Private Wealth | 69k | $1.5M | -1% | Mar 2026 |
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| AAFCPAs Wealth Management | 68k | $1.5M | -11% | Mar 2026 |
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| Goss Wealth Management | 63k | $1.4M | 0% | Mar 2026 |
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| CI Private Wealth | 62k | $1.4M | 0% | Mar 2026 |
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| Stratos Wealth Partners | 61k | $1.4M | 5% | Mar 2026 |
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| Mml Investors Services | 61k | $1.4M | -1% | Mar 2026 |
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| Capital Analysts | 56k | $1.2M | 3% | Mar 2026 |
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| Capital Investment Advisors | 56k | $1.2M | -4% | Mar 2026 |
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| Freedom Financial Partners | 55k | $1.2M | 1% | Mar 2026 |
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| Parcion Private Wealth | 55k | $1.2M | 0% | Mar 2026 |
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| Southland Equity Partners | 54k | $1.2M | -2% | Mar 2026 |
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| Nestegg Advisors | 49k | $1.1M | -14% | Mar 2026 |
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| Institute For Wealth Management | 48k | $1.1M | -3% | Mar 2026 |
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| HPM Partners | 46k | $1.0M | 1% | Mar 2026 |
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| Accel Wealth Management | 42k | $941k | -14% | Mar 2026 |
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| Breakwater Capital Group | 41k | $912k | 1% | Mar 2026 |
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| Winebrenner Capital Management | 41k | $909k | -20% | Mar 2026 |
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| Emerald Investment Partners | 40k | $879k | -2% | Mar 2026 |
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| Drive Wealth Management | 39k | $870k | 13% | Mar 2026 |
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| Legacy Financial Advisors | 39k | $857k | -5% | Mar 2026 |
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| Principle Wealth Partners | 38k | $851k | 0% | Mar 2026 |
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| Private Advisor | 37k | $825k | -3% | Mar 2026 |
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| Jane Street | 36k | $801k | 100% | Mar 2026 |
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| Eagle Strategies | 35k | $770k | -11% | Mar 2026 |
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| Kestra Advisory Services | 33k | $722k | -1% | Mar 2026 |
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| Citadel Advisors | 30k | $663k | 100% | Mar 2026 |
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| GLOBALT Investments LLC / GA | 30k | $654k | -2% | Dec 2025 |
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| Appalachian Capital Management | 30k | $659k | 10% | Mar 2026 |
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| Flagship Harbor Advisors | 28k | $612k | 42% | Mar 2026 |
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| BCS Wealth Management | 27k | $608k | -50% | Mar 2026 |
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| Merit Financial Group | 27k | $598k | -9% | Mar 2026 |
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| Alexander Randolph Advisory | 25k | $562k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 25k | $548k | 4% | Mar 2026 |
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| Cynosure Management | 25k | $546k | 0% | Mar 2026 |
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| Kingsview Wealth Management | 24k | $538k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 24k | $531k | -2% | Mar 2026 |
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| Capital Advisors | 24k | $523k | -3% | Mar 2026 |
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| SimpliFi | 23k | $506k | 1% | Mar 2026 |
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| Wood Tarver Financial Group | 22k | $497k | -13% | Mar 2026 |
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| Golden State Wealth Management | 22k | $485k | -8% | Mar 2026 |
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| BIP Wealth | 22k | $485k | 0% | Mar 2026 |
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| Bluedoor Private Wealth | 20k | $446k | 100% | Mar 2026 |
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| Saxon Interests | 20k | $444k | -1% | Mar 2026 |
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| Stephens | 20k | $436k | 6% | Mar 2026 |
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| Sigma Planning | 19k | $423k | 0% | Mar 2026 |
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| Essex Financial Services | 18k | $403k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 18k | $401k | 6% | Mar 2026 |
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| Mutual Advisors | 18k | $392k | -1% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 17k | $384k | 5% | Mar 2026 |
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| Brian McDonald | 17k | $376k | -1% | Dec 2025 |
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| Fifth Third Bancorp | 17k | $367k | 100% | Mar 2026 |
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| Calton & Associates | 16k | $362k | 20% | Mar 2026 |
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| Beacon Pointe Advisors | 15k | $338k | 0% | Dec 2025 |
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| Umb Bank N A | 15k | $325k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 14k | $304k | 9% | Mar 2026 |
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| Visionary Wealth Advisors | 14k | $302k | -1% | Mar 2026 |
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| Two Sigma Investments | 14k | $300k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 13k | $285k | 0% | Dec 2025 |
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| Flynn Zito Capital Management | 12k | $276k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 12k | $273k | 0% | Mar 2026 |
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| Keating Financial Advisory Services | 12k | $264k | 100% | Mar 2026 |
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| Two Sigma Securities | 12k | $262k | 100% | Mar 2026 |
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| Kingswood Wealth Advisors | 12k | $259k | 20% | Mar 2026 |
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| Signature Estate and Investment Advisors | 11k | $251k | 9% | Mar 2026 |
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| Genesis Wealth Advisors | 11k | $238k | 0% | Mar 2026 |
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| SRS Capital Advisors | 11k | $238k | 0% | Mar 2026 |
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| Lantern Wealth Advisors | 10k | $223k | 0% | Mar 2026 |
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| Founders Financial Alliance | 9.8k | $219k | 6% | Mar 2026 |
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| NorthRock Partners | 9.6k | $214k | 0% | Mar 2026 |
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| Riverchase Wealth Management | 9.4k | $208k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 8.4k | $185k | 407% | Dec 2025 |
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| Geneos Wealth Management | 8.3k | $185k | 69% | Mar 2026 |
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| CX Institutional | 8.1k | $180k | -20% | Mar 2026 |
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| FMR | 7.9k | $173k | -7% | Dec 2025 |
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| Western Wealth Management | 7.6k | $170k | -45% | Mar 2026 |
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| TSFG | 6.5k | $143k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 6.1k | $135k | 4% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.7k | $128k | 263% | Mar 2026 |
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| Mosley Wealth Management | 5.3k | $113k | 100% | Mar 2026 |
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| William Blair $ Company | 4.6k | $101k | 0% | Mar 2026 |
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| Bank Of Montreal | 4.5k | $100k | 100% | Mar 2026 |
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| CWM | 3.4k | $74k | 20% | Dec 2025 |
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| Root Financial Partners | 3.0k | $66k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.9k | $64k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 2.6k | $59k | 0% | Mar 2026 |
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| Us Bancorp | 2.6k | $58k | 6% | Dec 2025 |
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| IFP Advisors | 2.0k | $45k | 0% | Mar 2026 |
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| Global Retirement Partners | 2.0k | $44k | 0% | Dec 2025 |
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| Russell Investments | 1.9k | $43k | 0% | Mar 2026 |
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| NBT Bank | 1.9k | $42k | 0% | Mar 2026 |
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| GAMMA Investing | 1.8k | $40k | 0% | Mar 2026 |
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| GHP Investment Advisors | 1.7k | $39k | 1% | Mar 2026 |
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| MAI Wealth Advisors | 1.6k | $36k | 3% | Mar 2026 |
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| Cornerstone Planning Group | 1.6k | $37k | -92% | Mar 2026 |
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| Center for Financial Planning | 1.5k | $34k | 0% | Mar 2026 |
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| Evelyn Partners Asset Management | 1.4k | $31k | 100% | Dec 2025 |
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| Parallel Advisors | 1.4k | $31k | 0% | Mar 2026 |
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| Ameriflex Group | 1.4k | $31k | 100% | Dec 2025 |
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| Salomon & Ludwin | 1.2k | $27k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 1.0k | $23k | 0% | Mar 2026 |
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| JNBA Financial Advisors | 1.0k | $23k | 0% | Mar 2026 |
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| Financial Advisory Service | 1.0k | $23k | 1% | Mar 2026 |
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| Harbour Investments | 934.00 | $21k | 214% | Mar 2026 |
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| Wagner Wealth Management | 922.00 | $21k | 1% | Mar 2026 |
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| Private Trust Co Na | 713.00 | $16k | 0% | Mar 2026 |
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| Addison Advisors | 580.00 | $13k | -11% | Mar 2026 |
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| Vanguard Advisers | 502.00 | $11k | 100% | Mar 2026 |
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| Godfrey Financial Associates | 400.00 | $8.9k | 100% | Mar 2026 |
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| MidFirst Bank | 399.00 | $8.9k | 0% | Mar 2026 |
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| Zrc Wealth Management | 380.00 | $8.5k | 0% | Mar 2026 |
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| Bellevue Asset Management | 367.00 | $8.2k | 1% | Mar 2026 |
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| Dunhill Financial | 328.00 | $7.3k | 1% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 212.00 | $4.8k | 0% | Mar 2026 |
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| Assetmark | 203.00 | $4.5k | 1592% | Mar 2026 |
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| CoreCap Advisors | 131.00 | $2.9k | 0% | Mar 2026 |
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| Farther Finance Advisors | 109.00 | $2.4k | 0% | Mar 2026 |
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| Strategic Investment Solutions | 85.00 | $1.9k | 1% | Mar 2026 |
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| International Assets Investment Management | 80.00 | $1.8k | 0% | Mar 2026 |
|
Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 182k | $4.0M |
| Jpmorgan Chase & Co | Sep 2025 | 110k | $2.3M |
| VestGen Advisors | Dec 2025 | 92k | $2.0M |
| IFG Advisory | Dec 2025 | 31k | $680k |
| SFG Wealth Management | Dec 2025 | 16k | $357k |
| Apollon Wealth Management | Dec 2025 | 15k | $321k |
| Advisory Services Network | Sep 2025 | 2.7k | $58k |
| Darren Munn | Dec 2025 | 1.5k | $33k |
| GPS Wealth Strategies Group | Sep 2025 | 1.1k | $24k |
| Integrity Financial Corp | Sep 2025 | 273.00 | $5.8k |
| AE Wealth Management | Dec 2025 | 100.00 | $2.2k |