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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Who bought or sold Invesco unit investment this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 1.6M | $29M | -7% | Dec 2023 |
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UBS Group | 1.4M | $26M | -6% | Dec 2023 |
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Kaye Capital Management | 986k | $18M | -3% | Mar 2024 |
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Kestra Advisory Services | 855k | $16M | -2% | Dec 2023 |
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Bank of America Corporation | 815k | $15M | -17% | Dec 2023 |
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Advisor Group Holdings | 707k | $13M | 113% | Dec 2023 |
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Jane Street | 550k | $10M | 94% | Dec 2023 |
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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 | 340k | $6.3M | -11% | Dec 2023 |
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Royal Bank of Canada | 290k | $5.3M | 0% | Dec 2023 |
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First American Trust | 287k | $5.3M | -8% | Dec 2023 |
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Focus Financial Network | 216k | $3.8M | 100% | Mar 2024 |
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Commonwealth Equity Services | 211k | $3.9M | -1% | Dec 2023 |
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Focus Financial Network | 211k | $3.9M | 100% | Dec 2023 |
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HighTower Advisors | 183k | $3.4M | -35% | Dec 2023 |
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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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Citadel Advisors | 150k | $2.8M | -37% | Dec 2023 |
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Atria Investments | 148k | $2.7M | 12% | Dec 2023 |
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Mariner Wealth Advisors | 144k | $2.7M | -10% | Dec 2023 |
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Lakeview Capital Partners | 143k | $2.6M | 20% | Dec 2023 |
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Private Advisor | 139k | $2.6M | 46% | Dec 2023 |
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Creative Planning | 123k | $2.3M | -3% | Dec 2023 |
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Eagle Strategies | 116k | $2.2M | -70% | Mar 2024 |
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IFG Advisory | 115k | $2.1M | -11% | Dec 2023 |
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Parcion Private Wealth | 109k | $2.0M | -59% | Mar 2024 |
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AAFCPAs Wealth Management | 105k | $1.9M | -16% | Dec 2023 |
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Jpmorgan Chase & Co | 100k | $1.8M | 810% | Dec 2023 |
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HPM Partners | 84k | $1.6M | -10% | Dec 2023 |
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H D Vest Advisory Services | 79k | $1.5M | 16% | Dec 2023 |
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Wayne Hummer Investments | 79k | $1.5M | 2% | Dec 2023 |
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Brandywine Oak Private Wealth | 76k | $1.4M | 0% | Dec 2023 |
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Chevoit Value Management | 73k | $1.3M | 21% | Dec 2023 |
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Mercer Global Advisors | 71k | $1.3M | 0% | Dec 2023 |
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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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Continuum Advisory | 65k | $1.2M | -3% | Dec 2023 |
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Capital Investment Advisors | 62k | $1.1M | -2% | Mar 2024 |
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Northeast Financial Consultants | 62k | $1.1M | 0% | Dec 2023 |
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Orion Portfolio Solutions | 60k | $1.1M | 36% | Dec 2023 |
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Southland Equity Partners | 57k | $1.1M | 0% | Mar 2024 |
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Institute For Wealth Management | 52k | $959k | -6% | Dec 2023 |
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Breakwater Capital Group | 50k | $925k | 0% | Mar 2024 |
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GLOBALT Investments LLC / GA | 49k | $903k | 100% | Dec 2023 |
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Legacy Financial Advisors | 48k | $880k | 100% | Dec 2023 |
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Merit Financial Group | 47k | $871k | 113% | Dec 2023 |
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Principle Wealth Partners | 38k | $709k | -15% | Mar 2024 |
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Stifel Financial | 38k | $693k | -27% | Dec 2023 |
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Stratos Wealth Partners | 37k | $683k | -71% | Mar 2024 |
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Emerald Investment Partners | 36k | $664k | 2% | Dec 2023 |
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Sandy Spring Bank | 35k | $653k | 100% | Dec 2023 |
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Mutual Advisors | 29k | $536k | 1% | Dec 2023 |
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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 | 7% | Dec 2023 |
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Alexander Randolph Advisory | 25k | $464k | 100% | Dec 2023 |
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Cynosure Management | 25k | $453k | 0% | Dec 2023 |
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Essex Financial Services | 22k | $410k | -1% | Mar 2024 |
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Flynn Zito Capital Management | 22k | $404k | 1% | Dec 2023 |
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BIP Wealth | 22k | $402k | 0% | Dec 2023 |
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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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Janney Montgomery Scott | 20k | $366k | -8% | Dec 2023 |
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Captrust Financial Advisors | 19k | $352k | -1% | Dec 2023 |
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Centaurus Financial | 19k | $343k | -12% | Dec 2023 |
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Western Wealth Management | 18k | $340k | 0% | Dec 2023 |
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High Falls Advisors | 18k | $323k | -13% | Dec 2023 |
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National Asset Management | 17k | $307k | -39% | Dec 2023 |
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PCG Wealth Advisors | 16k | $297k | -16% | Mar 2024 |
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Capital Analysts | 16k | $289k | 27% | Dec 2023 |
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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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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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Visionary Wealth Advisors | 13k | $234k | 100% | Dec 2023 |
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Capital Investment Advisory Services | 13k | $233k | 0% | Mar 2024 |
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Sigma Planning | 12k | $223k | -51% | Dec 2023 |
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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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Schechter Investment Advisors | 11k | $209k | -10% | Dec 2023 |
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Coastwise Capital Group | 11k | $205k | 0% | Dec 2023 |
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Cedar Brook Financial Partners | 11k | $204k | 1% | Mar 2024 |
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Flagship Harbor Advisors | 11k | $204k | 100% | Mar 2024 |
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Branch Banking & Trust Company | 11k | $202k | 0% | Dec 2023 |
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Country Club Bank | 10k | $187k | -8% | Mar 2024 |
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Founders Financial Alliance | 10k | $185k | 0% | Dec 2023 |
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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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Addison Advisors | 6.4k | $119k | -5% | Dec 2023 |
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Hanson McClain Advisors | 6.1k | $114k | -24% | Mar 2024 |
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Geneos Wealth Management | 4.7k | $87k | 0% | Dec 2023 |
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Northwest Financial Advisors | 4.2k | $78k | 100% | Dec 2023 |
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National Bank Of Canada /fi/ | 4.0k | $74k | 0% | Dec 2023 |
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Principal Securities | 3.5k | $64k | 100% | Dec 2023 |
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Nordwand Advisors | 3.2k | $59k | 0% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 2.8k | $50k | 0% | Dec 2023 |
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Pnc Financial Services | 2.4k | $44k | -76% | Dec 2023 |
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William Blair $ Company | 2.3k | $42k | -66% | Dec 2023 |
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Baystate Wealth Management | 2.1k | $38k | 1% | Dec 2023 |
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Cullen Frost Bankers | 1.9k | $36k | 0% | Dec 2023 |
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Bartlett & Co. | 1.7k | $32k | 3031% | Dec 2023 |
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Bartlett & Co. Wealth Management | 1.7k | $32k | 3031% | Dec 2023 |
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Bellevue Asset Management | 1.7k | $31k | 0% | Dec 2023 |
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IFP Advisors | 1.7k | $31k | 0% | Dec 2023 |
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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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Salomon & Ludwin | 1.2k | $20k | 100% | Dec 2023 |
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JNBA Financial Advisors | 1.0k | $19k | 0% | Dec 2023 |
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Financial Advisory Service | 938.00 | $17k | 1% | Dec 2023 |
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Element Wealth | 858.00 | $16k | -40% | Dec 2023 |
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Wagner Wealth Management | 799.00 | $15k | 100% | Mar 2024 |
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Parallel Advisors | 795.00 | $15k | 0% | Dec 2023 |
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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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Us Bancorp | 370.00 | $6.8k | 0% | Dec 2023 |
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Huntington National Bank | 312.00 | $5.8k | 100% | Dec 2023 |
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Advisory Services Network | 310.00 | $0 | 100% | Dec 2023 |
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Dunhill Financial | 303.00 | $5.6k | 100% | Dec 2023 |
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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 | 100% | Dec 2023 |
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Turtle Creek Wealth Advisors | 126.00 | $2.3k | 100% | Dec 2023 |
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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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PSI Advisors | 44.00 | $816.002000 | 0% | Mar 2024 |
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DHJJ Financial Advisors | 36.00 | $671.000400 | 0% | Mar 2024 |
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Who sold out of Invesco unit investment?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bank Of Montreal | Sep 2023 | 118k | $2.2M |
AdvisorNet Financial | Dec 2023 | 61k | $1.1M |
Bienville Capital Management | Sep 2023 | 32k | $537k |
Meridian Management | Sep 2023 | 15k | $255k |
Aspen Wealth Strategies | Sep 2023 | 15k | $251k |
Kestra Private Wealth Services | Sep 2023 | 11k | $183k |
Cary Street Partner Investment Advisory | Sep 2023 | 5.2k | $87k |
Capital Investment Counsel | Sep 2023 | 500.00 | $8.4k |
Tennessee Valley Asset Management Partners | Dec 2023 | 151.00 | $2.8k |