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 | 3.7M | $69M | 100% | Mar 2024 |
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| LPL Financial | 2.2M | $41M | 100% | Mar 2024 |
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| Wells Fargo & Company | 1.6M | $30M | 3% | Mar 2024 |
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| UBS Group | 1.2M | $22M | -15% | Mar 2024 |
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| Kaye Capital Management | 1.0M | $18M | 2% | Jun 2024 |
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| Kestra Advisory Services | 872k | $16M | 2% | Mar 2024 |
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| Strategic Wealth Partners | 862k | $16M | 8% | Mar 2024 |
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| Bank of America Corporation | 810k | $15M | -1% | Mar 2024 |
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| Ameriprise Financial | 599k | $11M | 100% | Mar 2024 |
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| Advisor Group Holdings | 540k | $10M | -24% | Mar 2024 |
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| Garden State Investment Advisory Services | 460k | $8.5M | -2% | Mar 2024 |
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| FTB Advisors | 363k | $6.5M | 5% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 299k | $5.5M | 100% | Mar 2024 |
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| Envestnet Asset Management | 285k | $5.3M | 100% | Mar 2024 |
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| Royal Bank of Canada | 284k | $5.2M | -2% | Mar 2024 |
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| First American Trust | 265k | $4.9M | -8% | Mar 2024 |
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| Raymond James & Associates | 244k | $4.4M | -35% | Jun 2024 |
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| Mml Investors Services | 242k | $4.5M | 9% | Mar 2024 |
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| Raymond James Financial Services Advisors | 240k | $4.3M | -40% | Jun 2024 |
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| Focus Financial Network | 227k | $4.3M | 5% | Jun 2024 |
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| Ohe Financial | 226k | $4.2M | 100% | Mar 2024 |
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| Aveo Capital Partners | 217k | $3.9M | 100% | Mar 2024 |
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| Equitable Holdings | 201k | $3.7M | 30% | Mar 2024 |
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| Commonwealth Equity Services | 190k | $3.5M | -10% | Mar 2024 |
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| HighTower Advisors | 184k | $3.4M | 1% | Mar 2024 |
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| Lakeview Capital Partners | 183k | $3.4M | 28% | Mar 2024 |
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| Cambridge Investment Research Advisors | 179k | $3.3M | 6% | Mar 2024 |
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| Morton Capital Management | 147k | $2.6M | -11% | Jun 2024 |
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| Atria Investments | 143k | $2.6M | -4% | Mar 2024 |
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| Cetera Investment Advisers | 142k | $2.6M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 142k | $2.6M | -1% | Mar 2024 |
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| Old Mission Capital | 119k | $2.2M | 50% | Mar 2024 |
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| Susquehanna International | 118k | $2.2M | 100% | Mar 2024 |
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| Eagle Strategies | 116k | $2.2M | -70% | Mar 2024 |
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| Creative Planning | 115k | $2.1M | -7% | Mar 2024 |
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| Jane Street | 111k | $2.1M | -80% | Mar 2024 |
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| Parcion Private Wealth | 109k | $2.0M | -59% | Mar 2024 |
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| AAFCPAs Wealth Management | 100k | $1.8M | -5% | Mar 2024 |
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| IFG Advisory | 99k | $1.8M | -14% | Mar 2024 |
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| Goss Wealth Management | 96k | $1.8M | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 94k | $1.7M | 100% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 85k | $1.5M | 100% | Jun 2024 |
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| Chevoit Value Management | 80k | $1.5M | 9% | Mar 2024 |
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| TFG Advisers | 77k | $1.4M | 1% | Jun 2024 |
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| Brandywine Oak Private Wealth | 76k | $1.4M | 0% | Mar 2024 |
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| H&H Retirement Design & Management | 71k | $1.3M | 2% | Jun 2024 |
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| Accel Wealth Management | 69k | $1.2M | 1% | Jun 2024 |
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| Continuum Advisory | 69k | $1.2M | -2% | Jun 2024 |
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| Private Advisor | 63k | $1.2M | -55% | Mar 2024 |
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| Northeast Financial Consultants | 62k | $1.1M | 0% | Mar 2024 |
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| Wayne Hummer Investments | 60k | $1.1M | -24% | Mar 2024 |
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| Citadel Advisors | 60k | $1.1M | -60% | Mar 2024 |
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| Capital Investment Advisors | 58k | $1.0M | -6% | Jun 2024 |
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| Merit Financial Group | 58k | $1.1M | 23% | Mar 2024 |
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| Southland Equity Partners | 57k | $1.0M | 0% | Jun 2024 |
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| Institute For Wealth Management | 52k | $930k | 0% | Jun 2024 |
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| Breakwater Capital Group | 50k | $925k | 0% | Mar 2024 |
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| HPM Partners | 46k | $859k | -45% | Mar 2024 |
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| GLOBALT Investments LLC / GA | 46k | $854k | -6% | Mar 2024 |
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| H D Vest Advisory Services | 45k | $839k | -43% | Mar 2024 |
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| Legacy Financial Advisors | 45k | $838k | -5% | Mar 2024 |
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| Emerald Investment Partners | 39k | $723k | 8% | Mar 2024 |
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| Principle Wealth Partners | 38k | $709k | -15% | Mar 2024 |
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| Stratos Wealth Partners | 37k | $670k | 2% | Jun 2024 |
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| Sandy Spring Bank | 35k | $656k | 0% | Mar 2024 |
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| Stifel Financial | 29k | $541k | -22% | Mar 2024 |
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| Mutual Advisors | 29k | $539k | 0% | Mar 2024 |
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| National Asset Management | 27k | $454k | 63% | Mar 2024 |
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| Drive Wealth Management | 27k | $494k | 17% | Mar 2024 |
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| Capital Advisors | 26k | $468k | -1% | Jun 2024 |
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| Kingsview Wealth Management | 25k | $469k | 0% | Mar 2024 |
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| Cynosure Management | 25k | $455k | 0% | Mar 2024 |
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| Alexander Randolph Advisory | 24k | $453k | -3% | Mar 2024 |
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| Flynn Zito Capital Management | 24k | $446k | 10% | Mar 2024 |
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| Essex Financial Services | 22k | $410k | -1% | Mar 2024 |
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| BIP Wealth | 22k | $404k | 0% | Mar 2024 |
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| SimpliFi | 21k | $384k | 1% | Jun 2024 |
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| Sigma Planning | 21k | $392k | 75% | Mar 2024 |
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| Magnolia Capital Advisors | 19k | $339k | 100% | Mar 2024 |
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| Trademark Financial Management | 19k | $346k | 100% | Mar 2024 |
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| Brian McDonald | 17k | $315k | 100% | Mar 2024 |
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| High Falls Advisors | 16k | $305k | -6% | Mar 2024 |
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| Capital Analysts | 16k | $300k | 4% | Mar 2024 |
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| Western Wealth Management | 16k | $287k | -12% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 15k | $271k | 8% | Jun 2024 |
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| Federation des caisses Desjardins du Quebec | 15k | $279k | 100% | Mar 2024 |
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| Janney Montgomery Scott | 15k | $264k | 0% | Jun 2024 |
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| Rockefeller Capital Management | 15k | $272k | 2% | Mar 2024 |
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| HTLF Bank | 15k | $262k | 0% | Jun 2024 |
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| Visionary Wealth Advisors | 14k | $263k | 12% | Mar 2024 |
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| Stephens | 14k | $251k | 100% | Mar 2024 |
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| Bank of New York Mellon | 13k | $237k | -2% | Jun 2024 |
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| Capital Investment Advisory Services | 13k | $233k | 0% | Mar 2024 |
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| GHP Investment Advisors | 12k | $220k | -16% | Mar 2024 |
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| Pathstone Holdings | 11k | $212k | 100% | Mar 2024 |
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| Calton & Associates | 11k | $204k | -1% | Jun 2024 |
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| Schechter Investment Advisors | 11k | $210k | 0% | Mar 2024 |
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| Coastwise Capital Group | 11k | $208k | 1% | Mar 2024 |
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| Captrust Financial Advisors | 11k | $204k | -42% | Mar 2024 |
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| Flagship Harbor Advisors | 11k | $204k | 100% | Mar 2024 |
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| PCG Wealth Advisors | 11k | $188k | -34% | Jun 2024 |
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| Founders Financial Alliance | 10k | $187k | 1% | Mar 2024 |
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| Investmark Advisory Group | 10k | $186k | 100% | Mar 2024 |
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| Lantern Wealth Advisors | 10k | $185k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 6.9k | $127k | -93% | Mar 2024 |
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| Addison Advisors | 6.4k | $119k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 6.1k | $114k | -1% | Jun 2024 |
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| Geneos Wealth Management | 4.6k | $82k | 0% | Jun 2024 |
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| Northwest Financial Advisors | 4.2k | $78k | 0% | Mar 2024 |
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| Principal Securities | 3.4k | $63k | -2% | Mar 2024 |
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| FMR | 3.3k | $62k | 100% | Mar 2024 |
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| Nordwand Advisors | 3.2k | $59k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.8k | $51k | 0% | Mar 2024 |
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| Pnc Financial Services | 2.4k | $44k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 2.3k | $43k | -42% | Mar 2024 |
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| William Blair $ Company | 2.3k | $43k | 2% | Mar 2024 |
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| Global Retirement Partners | 2.2k | $40k | 48% | Jun 2024 |
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| Cullen Frost Bankers | 1.9k | $36k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 1.9k | $36k | 100% | Mar 2024 |
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| Guardian Wealth Advisors, Llc / Nc | 1.9k | $36k | -7% | Mar 2024 |
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| Parallel Advisors | 1.5k | $28k | 92% | Mar 2024 |
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| Center for Financial Planning | 1.5k | $27k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 1.2k | $23k | 100% | Mar 2024 |
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| Salomon & Ludwin | 1.2k | $22k | 0% | Jun 2024 |
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| GPS Wealth Strategies Group | 1.1k | $19k | 100% | Jun 2024 |
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| JNBA Financial Advisors | 1.0k | $18k | 0% | Jun 2024 |
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| CWM | 952.00 | $17k | 1020% | Jun 2024 |
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| FinTrust Capital Advisors | 949.00 | $17k | 0% | Jun 2024 |
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| Financial Advisory Service | 947.00 | $18k | 1% | Mar 2024 |
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| Element Wealth | 858.00 | $16k | 0% | Mar 2024 |
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| Jones Financial Companies, L.L | 850.00 | $16k | 100% | Mar 2024 |
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| Wagner Wealth Management | 807.00 | $15k | 1% | Jun 2024 |
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| Private Trust Co Na | 713.00 | $13k | 0% | Jun 2024 |
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| Coastal Investment Advisors | 637.00 | $11k | 0% | Jun 2024 |
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| Lynx Investment Advisory | 616.00 | $11k | 100% | Jun 2024 |
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| Park Place Capital Corp | 575.00 | $10k | 0% | Jun 2024 |
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| Venturi Wealth Management | 500.00 | $9.0k | 0% | Jun 2024 |
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| Creative Financial Designs | 429.00 | $8.0k | 100% | Mar 2024 |
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| Us Bancorp | 370.00 | $6.9k | 0% | Mar 2024 |
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| Bellevue Asset Management | 350.00 | $6.5k | -79% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 320.00 | $5.7k | -69% | Jun 2024 |
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| Dunhill Financial | 306.00 | $5.7k | 1% | Mar 2024 |
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| North Star Investment Management | 190.00 | $3.5k | 0% | Mar 2024 |
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| Huntington National Bank | 156.00 | $2.9k | -50% | Mar 2024 |
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| Turtle Creek Wealth Advisors | 126.00 | $2.3k | 0% | Mar 2024 |
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| Valley National Advisers | 73.00 | $999.997800 | 0% | Jun 2024 |
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| Signature Resources Capital Management | 65.00 | $1.2k | 0% | Jun 2024 |
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| PSI Advisors | 44.00 | $788.000400 | 0% | Jun 2024 |
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| DHJJ Financial Advisors | 36.00 | $648.000000 | 0% | Jun 2024 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ronna Sue Cohen | Mar 2024 | 369k | $6.8M |
| Mercer Global Advisors | Dec 2023 | 71k | $1.3M |
| Orion Portfolio Solutions | Dec 2023 | 60k | $1.1M |
| Centaurus Financial | Dec 2023 | 19k | $343k |
| Saxon Interests | Mar 2024 | 14k | $265k |
| Cedar Brook Financial Partners | Mar 2024 | 11k | $204k |
| Branch Banking & Trust Company | Dec 2023 | 11k | $202k |
| Country Club Bank | Mar 2024 | 10k | $187k |
| EP Wealth Advisors | Dec 2023 | 7.3k | $135k |
| Woodmont Investment Counsel | Mar 2024 | 750.00 | $14k |
| Pathway Financial Advisers | Dec 2023 | 684.00 | $13k |
| Advisory Services Network | Dec 2023 | 310.00 | $0 |
| Oak Harbor Wealth Partners | Mar 2024 | 275.00 | $5.1k |