Who owns Invesco unit investment?
- Ticker: SPHB
- CUSIP Number: 46138e370
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 |
|---|---|---|---|---|---|
| Goldman Sachs Group | 903k | $99M | 944% | Sep 2025 |
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| Cambridge Investment Research Advisors | 283k | $31M | 15% | Sep 2025 |
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| Wells Fargo & Company | 217k | $24M | 69% | Sep 2025 |
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| Morgan Stanley | 210k | $20M | 100% | Jun 2025 |
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| LPL Financial | 198k | $22M | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 171k | $19M | 20% | Sep 2025 |
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| Axiom Financial Strategies | 136k | $15M | 100% | Sep 2025 |
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| Royal Bank of Canada | 107k | $12M | 2% | Sep 2025 |
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| Citadel Advisors | 102k | $11M | -4% | Sep 2025 |
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| PFG Advisors | 93k | $10M | 836% | Sep 2025 |
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| Bank Hapoalim Bm | 86k | $9.4M | 100% | Sep 2025 |
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| Raymond James Financial | 67k | $7.3M | -58% | Sep 2025 |
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| Hilltop Holdings | 57k | $6.2M | 116% | Sep 2025 |
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| Jpmorgan Chase & Co | 47k | $5.1M | -13% | Sep 2025 |
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| UBS Group | 43k | $4.8M | 43% | Sep 2025 |
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| Gts Securities | 41k | $4.5M | 100% | Sep 2025 |
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| Susquehanna International | 40k | $4.3M | 59% | Sep 2025 |
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| NTV Asset Management | 31k | $3.4M | -3% | Sep 2025 |
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| Buckingham Strategic Partners | 29k | $3.3M | 797% | Sep 2025 |
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| Ameriprise Financial | 28k | $3.0M | 185% | Sep 2025 |
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| Mml Investors Services | 27k | $3.0M | -12% | Sep 2025 |
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| Ayalon Holdings | 26k | $2.9M | 0% | Sep 2025 |
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| Advisor Group Holdings | 26k | $2.8M | 5% | Sep 2025 |
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| Bank Of Montreal | 25k | $2.5M | 100% | Jun 2025 |
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| Tactive Advisors | 23k | $2.5M | 100% | Sep 2025 |
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| Cetera Investment Advisers | 23k | $2.5M | 303% | Sep 2025 |
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| Highview Capital Management | 22k | $2.4M | 100% | Sep 2025 |
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| Tower Research Capital | 20k | $2.2M | 100% | Sep 2025 |
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| Sig Brokerage | 20k | $2.2M | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 20k | $2.2M | 76% | Sep 2025 |
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| Abound Financial | 19k | $2.1M | -3% | Sep 2025 |
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| EHP Funds | 19k | $2.1M | -12% | Sep 2025 |
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| Renaissance Technologies | 18k | $2.0M | 109% | Sep 2025 |
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| Creative Planning | 15k | $1.7M | -18% | Sep 2025 |
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| Commonwealth Equity Services | 15k | $1.7M | 12% | Sep 2025 |
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| H D Vest Advisory Services | 15k | $1.5M | -59% | Jun 2025 |
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| E&G Advisors | 15k | $1.6M | 0% | Sep 2025 |
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| Kestra Advisory Services | 14k | $1.6M | 19% | Sep 2025 |
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| Flow Traders US | 14k | $1.5M | 100% | Sep 2025 |
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| Jane Street | 12k | $1.3M | 100% | Sep 2025 |
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| D.A. Davidson & Co. | 10k | $1.1M | -1% | Sep 2025 |
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| Mariner Wealth Advisors | 10k | $1.1M | 100% | Sep 2025 |
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| Atria Wealth Solutions | 10k | $1.0M | 100% | Jun 2025 |
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| Burke & Herbert Bank & Trust | 10k | $1.1M | -6% | Sep 2025 |
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| Seros Financial | 9.2k | $1.0M | 0% | Sep 2025 |
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| Advisors Preferred | 9.1k | $1.0M | 100% | Sep 2025 |
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| Envestnet Asset Management | 9.0k | $989k | -6% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 8.7k | $953k | 26% | Sep 2025 |
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| Sequent Asset Management | 8.6k | $946k | 126% | Sep 2025 |
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| Stratos Wealth Advisors | 5.7k | $626k | -2% | Sep 2025 |
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| Weaver Consulting Group | 5.6k | $620k | -8% | Sep 2025 |
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| Legacy Financial Strategies | 5.5k | $604k | 0% | Sep 2025 |
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| Koshinski Asset Management | 5.2k | $568k | 0% | Sep 2025 |
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| Quadcap Wealth Management | 4.9k | $535k | -13% | Sep 2025 |
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| Brian McDonald | 4.8k | $532k | 0% | Sep 2025 |
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| Plotkin Financial Advisors | 4.7k | $511k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 4.6k | $507k | 100% | Sep 2025 |
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| D. E. Shaw & Co | 4.4k | $482k | -71% | Sep 2025 |
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| One Wealth Management Investment & Advisory Services | 4.2k | $460k | 0% | Sep 2025 |
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| Private Advisor | 4.1k | $451k | -13% | Sep 2025 |
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| Townsend Asset Management Corp | 4.0k | $443k | 0% | Sep 2025 |
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| Oppenheimer Asset Management | 3.6k | $398k | -4% | Sep 2025 |
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| New England Professional Planning | 3.6k | $395k | 0% | Sep 2025 |
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| Fingerlakes Wealth Management | 3.6k | $391k | 0% | Sep 2025 |
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| Avant Capital | 3.4k | $376k | 11% | Sep 2025 |
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| IHT Wealth Management | 3.2k | $349k | -6% | Sep 2025 |
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| Captrust Financial Advisors | 3.1k | $341k | 0% | Sep 2025 |
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| Secure Asset Management | 2.8k | $307k | -3% | Sep 2025 |
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| MGB Wealth Management | 2.7k | $302k | -5% | Sep 2025 |
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| Stratos Wealth Partners | 2.7k | $300k | -18% | Sep 2025 |
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| Colony | 2.7k | $297k | 0% | Sep 2025 |
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| Stifel Financial | 2.7k | $293k | -80% | Sep 2025 |
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| XML Financial | 2.5k | $273k | 0% | Sep 2025 |
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| Advisory Services Network | 2.4k | $265k | 0% | Sep 2025 |
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| Q3 Asset Management | 2.3k | $256k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 2.2k | $243k | 7% | Sep 2025 |
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| Betterment | 2.2k | $240k | -11% | Sep 2025 |
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| 1858 Wealth Management | 2.2k | $239k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 2.2k | $239k | 100% | Sep 2025 |
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| Gateway Wealth Partners | 2.2k | $237k | -2% | Sep 2025 |
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| Oppenheimer & Co | 2.1k | $231k | 100% | Sep 2025 |
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| Hrt Financial | 2.1k | $227k | 100% | Sep 2025 |
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| Heritage Oak Wealth Advisors | 2.0k | $217k | 100% | Sep 2025 |
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| TRUE Private Wealth Advisors | 1.9k | $209k | -77% | Sep 2025 |
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| HighTower Advisors | 1.9k | $203k | -25% | Sep 2025 |
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| FMR | 1.3k | $143k | 2% | Sep 2025 |
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| Barclays | 1.3k | $143k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 1.1k | $124k | 0% | Sep 2025 |
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| IFP Advisors | 985.00 | $108k | 0% | Sep 2025 |
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| Mpwm Advisory Solutions | 889.00 | $98k | 0% | Sep 2025 |
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| Pnc Financial Services | 840.00 | $92k | 0% | Sep 2025 |
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| Parallel Advisors | 840.00 | $92k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 806.00 | $89k | -66% | Sep 2025 |
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| TD Waterhouse Canada | 796.00 | $89k | 0% | Sep 2025 |
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| Optiver Holding B.V. | 704.00 | $77k | 100% | Sep 2025 |
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| Global Retirement Partners | 523.00 | $57k | 0% | Sep 2025 |
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| Delos Wealth Advisors | 388.00 | $43k | 0% | Sep 2025 |
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| Archer Investment Corp | 364.00 | $40k | 0% | Sep 2025 |
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| Huntington National Bank | 345.00 | $38k | 100% | Sep 2025 |
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| Founders Financial Alliance | 332.00 | $37k | 100% | Sep 2025 |
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| Cape Investment Advisory | 311.00 | $30k | 0% | Jun 2025 |
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| AE Wealth Management | 289.00 | $32k | -96% | Sep 2025 |
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| CWM | 263.00 | $29k | 0% | Sep 2025 |
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| Capital Advisors | 187.00 | $21k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 182.00 | $20k | 0% | Sep 2025 |
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| Group One Trading | 100.00 | $11k | 100% | Sep 2025 |
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| Legacy Wealth Managment | 97.00 | $11k | 0% | Sep 2025 |
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| Legacy Investment Solutions | 97.00 | $9.5k | 100% | Jun 2025 |
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| Sunbelt Securities | 54.00 | $5.9k | 100% | Sep 2025 |
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| Optimum Investment Advisors | 53.00 | $5.8k | 0% | Sep 2025 |
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| Goss Wealth Management | 52.00 | $5.7k | -55% | Sep 2025 |
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| O'shaughnessy Asset Management | 50.00 | $5.5k | 0% | Sep 2025 |
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| Principal Securities | 45.00 | $4.9k | 100% | Sep 2025 |
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| Imprint Wealth | 32.00 | $3.5k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 22.00 | $2.4k | 0% | Sep 2025 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Allianz Se | Jun 2025 | 224k | $22M |
| Summit Partners Public Asset Management | Jun 2025 | 80k | $7.8M |
| Commonwealth Financial Services | Jun 2025 | 46k | $4.5M |
| Sowell Financial Services | Jun 2025 | 13k | $1.3M |
| Walleye Trading | Jun 2025 | 4.6k | $449k |
| Gradient Investments | Jun 2025 | 3.2k | $309k |
| Wealth Enhancement Advisory Services | Jun 2025 | 2.1k | $213k |
| Headlands Technologies | Jun 2025 | 1.1k | $104k |
| Hollencrest Securities | Jun 2025 | 921.00 | $90k |
| Legend Financial Advisors | Jun 2025 | 204.00 | $20k |
| SRS Capital Advisors | Jun 2025 | 150.00 | $15k |
| Steward Partners Investment Advisory | Jun 2025 | 104.00 | $10k |
| Centricity Wealth Management | Mar 2025 | 104.00 | $8.1k |
| TSFG | Jun 2025 | 60.00 | $6.0k |
| Assetmark | Jun 2025 | 36.00 | $3.5k |