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 | 4.7M | $79M | 100% | Dec 2022 |
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| Parcion Private Wealth | 2.7M | $48M | 7% | Mar 2023 |
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| LPL Financial | 2.3M | $42M | 39% | Mar 2023 |
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| UBS Group | 1.5M | $27M | 6% | Mar 2023 |
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| Bank of America Corporation | 988k | $18M | 60% | Mar 2023 |
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| Invesco | 978k | $16M | 100% | Dec 2022 |
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| Eagle Strategies | 978k | $17M | 137% | Mar 2023 |
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| Wells Fargo & Company | 972k | $16M | 24% | Dec 2022 |
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| Raymond James Financial Services Advisors | 880k | $16M | 64% | Mar 2023 |
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| Strategic Wealth Partners | 717k | $13M | 23% | Mar 2023 |
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| Ameriprise Financial | 709k | $13M | 10% | Mar 2023 |
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| Kaye Capital Management | 691k | $12M | 100% | Mar 2023 |
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| Arete Wealth Advisors | 576k | $550k | 17% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 567k | $9.5M | 18% | Dec 2022 |
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| Envestnet Asset Management | 472k | $8.4M | 44% | Mar 2023 |
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| Garden State Investment Advisory Services | 463k | $8.3M | 100% | Mar 2023 |
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| Raymond James & Associates | 424k | $7.6M | 47% | Mar 2023 |
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| Multi-Financial Securities | 371k | $6.2M | 3% | Dec 2022 |
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| Mml Investors Services | 363k | $6.5M | 63% | Mar 2023 |
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| Ronna Sue Cohen | 346k | $6.2M | 3% | Mar 2023 |
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| First American Trust | 307k | $5.5M | -14% | Mar 2023 |
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| FTB Advisors | 297k | $5.0M | 100% | Dec 2022 |
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| Advisor Group Holdings | 291k | $5.2M | 7% | Mar 2023 |
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| Jane Street | 287k | $5.1M | -17% | Mar 2023 |
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| HighTower Advisors | 275k | $4.9M | -1% | Mar 2023 |
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| Royal Bank of Canada | 272k | $4.5M | 52% | Dec 2022 |
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| Ohe Financial | 203k | $3.6M | 5% | Mar 2023 |
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| Commonwealth Equity Services | 194k | $3.5M | 4% | Mar 2023 |
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| Stifel Financial | 191k | $3.2M | 98% | Dec 2022 |
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| IFG Advisory | 175k | $3.1M | 12% | Mar 2023 |
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| Mariner Wealth Advisors | 164k | $2.7M | -15% | Dec 2022 |
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| Cambridge Investment Research Advisors | 156k | $2.8M | 11% | Mar 2023 |
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| Amerivest Investment Management | 155k | $2.8M | -17% | Mar 2023 |
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| Creative Planning | 128k | $2.1M | 1% | Dec 2022 |
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| AAFCPAs Wealth Management | 125k | $2.2M | -7% | Mar 2023 |
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| Kestra Advisory Services | 123k | $2.2M | 4% | Mar 2023 |
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| Stratos Wealth Partners | 122k | $2.2M | 81% | Mar 2023 |
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| Aj Wealth Strategies | 109k | $1.9M | -2% | Mar 2023 |
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| Atria Investments | 108k | $1.9M | 11% | Mar 2023 |
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| Breakwater Capital Group | 102k | $1.8M | 48% | Mar 2023 |
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| First Republic Investment Management | 97k | $1.7M | 1% | Mar 2023 |
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| Equitable Holdings | 96k | $1.7M | 36% | Mar 2023 |
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| H D Vest Advisory Services | 91k | $1.6M | 8% | Mar 2023 |
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| Brandywine Oak Private Wealth | 80k | $1.4M | 0% | Mar 2023 |
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| Goss Wealth Management | 75k | $1.3M | -1% | Mar 2023 |
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| GHP Investment Advisors | 75k | $1.3M | -14% | Mar 2023 |
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| Synovus Financial Corp. | 73k | $1.3M | -6% | Mar 2023 |
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| TFG Advisers | 72k | $1.3M | 1% | Mar 2023 |
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| Capital Investment Advisors | 72k | $1.3M | -11% | Mar 2023 |
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| Private Advisor | 69k | $1.2M | 181% | Mar 2023 |
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| Virginia National Bank | 67k | $1.2M | 0% | Mar 2023 |
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| Continuum Advisory | 67k | $1.2M | 93% | Mar 2023 |
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| Bp Wealth Management | 65k | $1.1M | 100% | Dec 2022 |
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| Northeast Financial Consultants | 62k | $1.0M | 0% | Dec 2022 |
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| Zimmermann Investment Management & Planning | 61k | $1.1M | -81% | Mar 2023 |
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| Wayne Hummer Investments | 60k | $1.1M | -3% | Mar 2023 |
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| H&H Retirement Design & Management | 58k | $1.1M | 100% | Mar 2023 |
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| Saxon Interests | 57k | $1.0M | 129% | Mar 2023 |
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| Institute For Wealth Management | 55k | $986k | 0% | Mar 2023 |
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| AdvisorNet Financial | 55k | $975k | 9% | Mar 2023 |
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| Ahrens Investment Partners | 55k | $975k | -29% | Mar 2023 |
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| Accel Wealth Management | 47k | $833k | 14% | Mar 2023 |
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| High Falls Advisors | 45k | $745k | -7% | Dec 2022 |
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| Financial Network Investment Corporation | 43k | $726k | 30% | Dec 2022 |
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| Janney Montgomery Scott | 43k | $770k | 174% | Mar 2023 |
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| Chevoit Value Management | 42k | $709k | -1% | Dec 2022 |
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| Lakeview Capital Partners | 36k | $649k | 100% | Dec 2022 |
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| Emerald Investment Partners | 35k | $629k | 0% | Mar 2023 |
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| Hanson McClain Advisors | 34k | $611k | -1% | Mar 2023 |
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| Bienville Capital Management | 32k | $538k | 0% | Dec 2022 |
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| PCG Wealth Advisors | 31k | $550k | 29% | Mar 2023 |
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| Capital Advisors | 31k | $550k | 0% | Mar 2023 |
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| Centaurus Financial | 30k | $526k | -25% | Mar 2023 |
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| Mutual Advisors | 29k | $516k | 0% | Mar 2023 |
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| National Asset Management | 28k | $506k | -2% | Mar 2023 |
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| CIBC World Markets | 28k | $492k | 16% | Mar 2023 |
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| Cetera Investment Advisers | 27k | $477k | 100% | Mar 2023 |
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| BIP Wealth | 25k | $440k | 100% | Mar 2023 |
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| Orion Portfolio Solutions | 24k | $407k | 100% | Dec 2022 |
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| Flynn Zito Capital Management | 23k | $414k | 1% | Mar 2023 |
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| Kingsview Wealth Management | 23k | $386k | 7% | Dec 2022 |
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| Essex Financial Services | 23k | $404k | -3% | Mar 2023 |
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| Worth Asset Management | 22k | $400k | 56% | Mar 2023 |
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| Captrust Financial Advisors | 21k | $369k | 57% | Mar 2023 |
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| Prospera Financial Services | 20k | $360k | 3% | Mar 2023 |
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| Investmark Advisory Group | 20k | $353k | 26% | Mar 2023 |
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| Drive Wealth Management | 19k | $342k | 77% | Mar 2023 |
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| HBW Advisory Services | 19k | $335k | 3% | Mar 2023 |
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| Sigma Planning | 16k | $292k | 37% | Mar 2023 |
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| HPM Partners | 16k | $281k | 15% | Mar 2023 |
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| Meridian Management | 16k | $277k | 100% | Mar 2023 |
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| Aspen Wealth Strategies | 15k | $270k | 3% | Mar 2023 |
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| Gladstone Institutional Advisory | 15k | $265k | 100% | Mar 2023 |
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| Dubuque Bank & Trust | 15k | $260k | 0% | Mar 2023 |
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| Country Club Bank | 14k | $254k | -12% | Mar 2023 |
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| Rockefeller Capital Management | 13k | $239k | 0% | Mar 2023 |
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| Western Wealth Management | 13k | $211k | 100% | Dec 2022 |
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| Jpmorgan Chase & Co | 12k | $211k | 133% | Mar 2023 |
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| SimpliFi | 12k | $217k | 100% | Mar 2023 |
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| Branch Banking & Trust Company | 12k | $211k | -12% | Mar 2023 |
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| Coastwise Capital Group | 12k | $205k | 1% | Mar 2023 |
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| Schechter Investment Advisors | 11k | $192k | 100% | Mar 2023 |
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| Calton & Associates | 11k | $190k | 0% | Mar 2023 |
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| Concord Wealth Partners | 10k | $186k | -13% | Mar 2023 |
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| Founders Financial Alliance | 10k | $168k | 0% | Dec 2022 |
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| Ameritas Advisory Services | 8.9k | $159k | -13% | Mar 2023 |
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| Cary Street Partner Investment Advisory | 7.7k | $137k | -3% | Mar 2023 |
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| Trustcore Financial Services | 7.4k | $124k | 0% | Dec 2022 |
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| Capital Investment Advisory Services | 6.9k | $124k | 23% | Mar 2023 |
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| Addison Advisors | 6.8k | $121k | 0% | Mar 2023 |
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| Capital Analysts | 5.5k | $98k | -8% | Mar 2023 |
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| Qube Research & Technologies | 5.2k | $88k | 100% | Dec 2022 |
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| Geneos Wealth Management | 4.7k | $83k | 35% | Mar 2023 |
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| National Bank Of Canada /fi/ | 4.0k | $71k | -27% | Mar 2023 |
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| Pnc Financial Services | 3.9k | $65k | -1% | Dec 2022 |
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| Nordwand Advisors | 3.2k | $57k | 100% | Mar 2023 |
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| Bank Of Montreal | 3.0k | $51k | 0% | Dec 2022 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.8k | $48k | 55% | Mar 2023 |
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| William Blair $ Company | 2.3k | $40k | -25% | Mar 2023 |
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| IFP Advisors | 2.0k | $32k | -85% | Mar 2023 |
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| Baystate Wealth Management | 2.0k | $36k | 1% | Mar 2023 |
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| Cullen Frost Bankers | 1.9k | $35k | 0% | Mar 2023 |
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| Advisory Services Network | 1.9k | $35k | 0% | Mar 2023 |
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| Bellevue Asset Management | 1.7k | $30k | -28% | Mar 2023 |
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| CWM | 1.6k | $29k | 1827% | Mar 2023 |
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| Center for Financial Planning | 1.5k | $27k | 0% | Mar 2023 |
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| Venturi Wealth Management | 1.4k | $25k | 100% | Mar 2023 |
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| Belpointe Asset Management | 1.3k | $22k | 100% | Dec 2022 |
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| First Capital Advisors | 1.2k | $21k | 0% | Mar 2023 |
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| Feltz Wealth PLAN | 1.1k | $0 | 100% | Mar 2023 |
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| Private Trust Co Na | 1.1k | $19k | 100% | Mar 2023 |
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| JNBA Financial Advisors | 1.0k | $18k | 0% | Mar 2023 |
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| FinTrust Capital Advisors | 949.00 | $16k | 0% | Mar 2023 |
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| Financial Advisory Service | 916.00 | $16k | 1% | Mar 2023 |
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| Parallel Advisors | 795.00 | $14k | 100% | Mar 2023 |
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| Global Retirement Partners | 687.00 | $12k | 0% | Mar 2023 |
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| TCI Wealth Advisors | 674.00 | $12k | 0% | Mar 2023 |
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| Park Place Capital Corp | 575.00 | $10k | 0% | Mar 2023 |
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| FMR | 476.00 | $8.5k | -10% | Mar 2023 |
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| Endurance Wealth Management | 458.00 | $8.0k | 0% | Mar 2023 |
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| CoreCap Advisors | 300.00 | $5.0k | 100% | Dec 2022 |
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| Us Bancorp | 246.00 | $4.4k | 0% | Mar 2023 |
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| Valley National Advisers | 73.00 | $999.997800 | 0% | Mar 2023 |
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| PSI Advisors | 44.00 | $784.999600 | 0% | Mar 2023 |
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| Fifth Third Bancorp | 37.00 | $659.998600 | -63% | Mar 2023 |
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| Toronto-Dominion Bank | 14.00 | $0 | 100% | Mar 2023 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlackDiamond Wealth Management | Dec 2022 | 122k | $2.1M |
| Marshall Wace | Dec 2022 | 34k | $562k |
| Cerro Pacific Wealth Advisors | Dec 2022 | 27k | $452k |
| Citadel Advisors | Dec 2022 | 11k | $187k |
| Graves-Light Private Wealth Management | Sep 2022 | 10k | $158k |
| Jones Financial Companies, L.L | Dec 2022 | 9.9k | $166k |
| Money Concepts Capital Corp | Dec 2022 | 2.0k | $33k |
| Coastal Investment Advisors | Dec 2022 | 1.4k | $24k |
| Romano Brothers And Company | Dec 2022 | 1.3k | $22k |
| Larson Financial Group | Dec 2022 | 1.3k | $22k |
| Fortis Capital Advisors | Dec 2022 | 1.3k | $22k |
| Arlington Partners | Dec 2022 | 1.3k | $21k |
| U.S. Capital Wealth Advisors | Dec 2022 | 800.00 | $13k |
| Steward Partners Investment Advisory | Sep 2022 | 144.00 | $2.0k |
| Riverpoint Wealth Management Holdings | Dec 2022 | 78.00 | $1.3k |