Who owns Invesco unit investment?

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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 -16% Mar 2024
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LPL Financial 2.2M $41M -11% 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 986k $18M -3% Mar 2024
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Strategic Wealth Partners 862k $16M 8% Mar 2024
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Kestra Advisory Services 855k $16M -2% Dec 2023
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Bank of America Corporation 810k $15M -1% Mar 2024
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Ameriprise Financial 599k $11M 10% Mar 2024
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Advisor Group Holdings 540k $10M -24% Mar 2024
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Raymond James Financial Services Advisors 397k $7.4M -19% Mar 2024
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Raymond James & Associates 374k $6.9M -1% Mar 2024
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Ronna Sue Cohen 369k $6.8M 2% Mar 2024
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FTB Advisors 345k $6.4M 2% Mar 2024
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Northwestern Mutual Wealth Management Company 299k $5.5M -7% Mar 2024
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Envestnet Asset Management 285k $5.3M -20% 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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Ohe Financial 226k $4.2M -1% Mar 2024
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Aveo Capital Partners 217k $3.9M 100% Mar 2024
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Focus Financial Network 216k $3.8M 100% Mar 2024
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Focus Financial Network 211k $3.9M 100% Dec 2023
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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 164k $3.0M 0% Mar 2024
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Atria Investments 143k $2.6M -4% Mar 2024
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Cetera Investment Advisers 142k $2.6M 286% Mar 2024
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Mariner Wealth Advisors 142k $2.6M -1% 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 -10% Mar 2024
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Integrated Wealth Concepts 94k $1.7M 21% Mar 2024
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TFG Advisers 76k $1.4M 1% Mar 2024
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Brandywine Oak Private Wealth 76k $1.4M 0% Mar 2024
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Chevoit Value Management 73k $1.3M 21% Dec 2023
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Continuum Advisory 70k $1.3M 8% Mar 2024
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H&H Retirement Design & Management 69k $1.2M 13% Mar 2024
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Accel Wealth Management 69k $1.3M 18% Mar 2024
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Private Advisor 63k $1.2M -55% Mar 2024
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Capital Investment Advisors 62k $1.1M -2% 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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Merit Financial Group 58k $1.1M 23% Mar 2024
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Southland Equity Partners 57k $1.1M 0% Mar 2024
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Institute For Wealth Management 52k $962k 0% Mar 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 $683k -71% Mar 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 27k $491k 0% Mar 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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Sigma Planning 21k $392k 75% Mar 2024
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SimpliFi 21k $392k 1% Mar 2024
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Prospera Financial Services 20k $369k 0% Dec 2023
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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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Western Wealth Management 18k $338k -1% Mar 2024
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Brian McDonald 17k $315k -62% 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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PCG Wealth Advisors 16k $297k -16% Mar 2024
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Federation des caisses Desjardins du Quebec 15k $279k 100% Mar 2024
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Janney Montgomery Scott 15k $273k -26% Mar 2024
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HTLF Bank 15k $271k 0% Mar 2024
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Rockefeller Capital Management 14k $265k 2% Dec 2023
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Saxon Interests 14k $265k 100% Mar 2024
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Visionary Wealth Advisors 14k $263k 12% Mar 2024
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Wealth Enhancement Advisory Services 14k $259k 0% Mar 2024
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Bank of New York Mellon 14k $251k 100% Mar 2024
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Stephens 14k $251k 100% Mar 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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Calton & Associates 12k $213k 2% Mar 2024
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Pathstone Holdings 11k $212k 100% Mar 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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Cedar Brook Financial Partners 11k $204k 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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Founders Financial Alliance 10k $187k 1% Mar 2024
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Country Club Bank 10k $187k -8% Mar 2024
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Investmark Advisory Group 10k $186k -38% Mar 2024
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Lantern Wealth Advisors 10k $185k 100% Dec 2023
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EP Wealth Advisors 7.3k $135k 100% Dec 2023
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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 -24% Mar 2024
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Geneos Wealth Management 4.6k $84k -4% Mar 2024
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Northwest Financial Advisors 4.2k $78k 0% Mar 2024
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National Bank Of Canada /fi/ 4.0k $74k 0% Dec 2023
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Principal Securities 3.4k $63k -2% Mar 2024
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FMR 3.3k $62k 149% 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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William Blair $ Company 2.3k $43k 2% Mar 2024
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Baystate Wealth Management 2.1k $38k 1% Dec 2023
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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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Bartlett & Co. 1.7k $32k 3031% Dec 2023
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IFP Advisors 1.7k $31k 0% Dec 2023
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Parallel Advisors 1.5k $28k 92% Mar 2024
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Center for Financial Planning 1.5k $28k 0% Mar 2024
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Global Retirement Partners 1.5k $28k -31% Mar 2024
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Steward Partners Investment Advisory 1.2k $23k 100% Mar 2024
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Salomon & Ludwin 1.2k $23k 0% Mar 2024
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JNBA Financial Advisors 1.0k $19k 0% Mar 2024
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Bartlett & Co. Wealth Management 1.0k $19k -41% Mar 2024
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FinTrust Capital Advisors 949.00 $18k 0% Mar 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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Wagner Wealth Management 799.00 $15k 100% Mar 2024
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Woodmont Investment Counsel 750.00 $14k 100% Mar 2024
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Private Trust Co Na 713.00 $13k -34% Mar 2024
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Coastal Investment Advisors 635.00 $12k 100% Mar 2024
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Park Place Capital Corp 575.00 $11k 0% Mar 2024
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Venturi Wealth Management 500.00 $9.3k 0% Mar 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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Dunhill Financial 306.00 $5.7k 1% Mar 2024
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Oak Harbor Wealth Partners 275.00 $5.1k 0% 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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CWM 85.00 $2.0k -95% Mar 2024
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Valley National Advisers 73.00 $999.997800 0% Mar 2024
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Signature Resources Capital Management 65.00 $1.2k 0% Mar 2024
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Who sold out of Invesco unit investment?

Fund or Company Name Date Sold Shares Held Valued At
Multi-Financial Securities Sep 2023 384k $6.4M
Mercer Global Advisors Dec 2023 71k $1.3M
AdvisorNet Financial Dec 2023 61k $1.1M
Orion Portfolio Solutions Dec 2023 60k $1.1M
Financial Network Investment Corporation Sep 2023 53k $885k
CIBC World Markets Sep 2023 20k $337k
Centaurus Financial Dec 2023 19k $343k
Branch Banking & Trust Company Dec 2023 11k $202k
Advisory Services Network Dec 2023 310.00 $0
Tennessee Valley Asset Management Partners Dec 2023 151.00 $2.8k
Tower Research Capital Sep 2023 78.00 $1.3k