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 |
|---|---|---|---|---|---|
| Morgan Stanley | 406k | $34M | 94% | Jun 2024 |
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| Wells Fargo & Company | 368k | $33M | -6% | Sep 2024 |
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| Goldman Sachs Group | 268k | $23M | 99% | Jun 2024 |
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| Raymond James & Associates | 195k | $17M | -2% | Sep 2024 |
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| Royal Bank of Canada | 165k | $15M | 27% | Sep 2024 |
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| LPL Financial | 144k | $13M | -24% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 95k | $8.5M | -2% | Sep 2024 |
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| Bank of America Corporation | 90k | $8.0M | -42% | Sep 2024 |
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| Jane Street | 72k | $6.4M | -17% | Sep 2024 |
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| Susquehanna International | 61k | $5.5M | -73% | Sep 2024 |
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| Jpmorgan Chase & Co | 47k | $4.2M | -18% | Sep 2024 |
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| NTV Asset Management | 45k | $4.0M | -7% | Sep 2024 |
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| Mml Investors Services | 37k | $3.3M | -20% | Sep 2024 |
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| D. E. Shaw & Co | 36k | $3.2M | -44% | Sep 2024 |
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| Capital Investment Advisory Services | 30k | $2.6M | -20% | Sep 2024 |
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| Envestnet Asset Management | 28k | $2.5M | -57% | Sep 2024 |
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| E&G Advisors | 26k | $2.3M | -5% | Sep 2024 |
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| Ayalon Holdings | 26k | $2.3M | 0% | Sep 2024 |
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| Creative Planning | 21k | $1.9M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 21k | $1.9M | -46% | Sep 2024 |
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| D.A. Davidson & Co. | 20k | $1.7M | -22% | Jun 2024 |
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| Hrt Financial | 20k | $1.7M | -22% | Sep 2024 |
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| Commonwealth Equity Services | 19k | $1.7M | 14% | Sep 2024 |
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| Advisor Group Holdings | 19k | $1.6M | -84% | Sep 2024 |
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| H D Vest Advisory Services | 18k | $1.5M | -8% | Jun 2024 |
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| Citadel Advisors | 17k | $1.6M | 45% | Sep 2024 |
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| Cetera Investment Advisers | 12k | $1.0M | 11% | Jun 2024 |
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| Qube Research & Technologies | 12k | $1.0M | 100% | Jun 2024 |
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| Flow Traders US | 12k | $1.1M | 18% | Sep 2024 |
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| PFG Advisors | 12k | $1.0M | -3% | Sep 2024 |
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| Burke & Herbert Bank & Trust | 11k | $988k | -14% | Sep 2024 |
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| Kestra Advisory Services | 10k | $890k | -26% | Sep 2024 |
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| Hilltop Holdings | 9.3k | $832k | -78% | Sep 2024 |
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| Cambridge Investment Research Advisors | 8.8k | $788k | 2% | Sep 2024 |
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| Chicago Wealth Management | 8.8k | $788k | 37% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 8.8k | $786k | -39% | Sep 2024 |
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| Legacy Financial Strategies | 8.5k | $758k | -11% | Sep 2024 |
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| Goss Wealth Management | 7.7k | $647k | -3% | Jun 2024 |
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| Brian McDonald | 7.0k | $627k | -11% | Sep 2024 |
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| Oppenheimer Asset Management | 6.4k | $571k | -12% | Sep 2024 |
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| Weaver Consulting Group | 6.2k | $557k | -13% | Sep 2024 |
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| Private Advisor | 6.2k | $554k | -50% | Sep 2024 |
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| New England Professional Planning | 5.8k | $520k | 0% | Sep 2024 |
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| Quadcap Wealth Management | 5.7k | $509k | 18% | Sep 2024 |
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| Stratos Wealth Advisors | 5.6k | $501k | -3% | Sep 2024 |
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| Koshinski Asset Management | 5.2k | $461k | 0% | Sep 2024 |
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| Plotkin Financial Advisors | 5.1k | $454k | -4% | Sep 2024 |
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| Integrated Wealth Concepts | 4.9k | $433k | -78% | Sep 2024 |
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| One Wealth Management Investment & Advisory Services | 4.2k | $377k | -2% | Sep 2024 |
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| Townsend Asset Management Corp | 4.0k | $360k | 0% | Sep 2024 |
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| Two Sigma Securities | 4.0k | $339k | 100% | Jun 2024 |
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| Gradient Investments | 3.9k | $347k | -11% | Sep 2024 |
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| Stratos Wealth Partners | 3.9k | $344k | -53% | Sep 2024 |
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| Sequent Asset Management | 3.8k | $340k | -1% | Sep 2024 |
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| Advisory Services Network | 3.8k | $321k | 0% | Sep 2024 |
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| Fingerlakes Wealth Management | 3.5k | $311k | 0% | Sep 2024 |
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| Two Sigma Advisers | 3.2k | $270k | 100% | Jun 2024 |
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| XML Financial | 3.1k | $278k | 0% | Sep 2024 |
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| HighTower Advisors | 3.1k | $260k | -35% | Jun 2024 |
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| Sanctuary Advisors | 3.0k | $274k | -64% | Sep 2024 |
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| MGB Wealth Management | 2.9k | $259k | 0% | Sep 2024 |
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| Secure Asset Management | 2.9k | $256k | -1% | Sep 2024 |
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| Colony | 2.7k | $241k | 0% | Sep 2024 |
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| Vontobel Holding | 2.4k | $217k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 2.3k | $203k | -68% | Sep 2024 |
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| Oppenheimer & Co | 2.2k | $200k | -5% | Sep 2024 |
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| TD Waterhouse Canada | 1.8k | $161k | 0% | Sep 2024 |
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| Assetmark | 1.2k | $106k | -100% | Sep 2024 |
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| Hanson McClain Advisors | 1.1k | $101k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 1.0k | $91k | 100% | Sep 2024 |
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| Jones Financial Companies, L.L | 918.00 | $82k | 428% | Sep 2024 |
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| Guardian Wealth Management | 875.00 | $78k | 0% | Sep 2024 |
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| Parallel Advisors | 840.00 | $75k | 0% | Sep 2024 |
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| Pnc Financial Services | 837.00 | $75k | -14% | Sep 2024 |
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| CWM | 619.00 | $55k | -65% | Sep 2024 |
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| Horrell Capital Management | 615.00 | $55k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 612.00 | $55k | 0% | Sep 2024 |
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| Delos Wealth Advisors | 388.00 | $35k | -35% | Sep 2024 |
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| Archer Investment Corp | 364.00 | $33k | 0% | Sep 2024 |
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| Citigroup | 254.00 | $23k | 133% | Sep 2024 |
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| CoreCap Advisors | 249.00 | $22k | 0% | Sep 2024 |
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| Milestone Group | 245.00 | $21k | 0% | Jun 2024 |
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| Cape Investment Advisory | 239.00 | $20k | 0% | Jun 2024 |
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| Legend Financial Advisors | 204.00 | $18k | 0% | Sep 2024 |
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| Capital Advisors | 187.00 | $17k | -98% | Sep 2024 |
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| Aptus Capital Advisors | 182.00 | $16k | 0% | Sep 2024 |
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| Copley Financial Group | 178.00 | $16k | 100% | Sep 2024 |
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| City Holding | 175.00 | $16k | 0% | Sep 2024 |
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| Atlantic Trust | 131.00 | $12k | 100% | Sep 2024 |
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| Legacy Investment Solutions | 97.00 | $8.8k | 100% | Sep 2024 |
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| Legacy Wealth Managment | 97.00 | $8.8k | 100% | Sep 2024 |
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| O'shaughnessy Asset Management | 84.00 | $7.7k | 0% | Sep 2024 |
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| Global Retirement Partners | 70.00 | $6.2k | -94% | Sep 2024 |
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| TSFG | 60.00 | $5.0k | 100% | Sep 2024 |
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| Optimum Investment Advisors | 53.00 | $4.7k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 34.00 | $3.0k | -61% | Sep 2024 |
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| Benjamin F. Edwards & Company | 30.00 | $3.0k | 0% | Jun 2024 |
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| IFP Advisors | 28.00 | $2.4k | -94% | Jun 2024 |
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| Tower Research Capital | 6.00 | $507.000000 | -100% | Jun 2024 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Jun 2024 | 47k | $4.0M |
| Aveo Capital Partners | Jun 2024 | 45k | $3.8M |
| D. Scott Neal | Jun 2024 | 27k | $2.3M |
| Toroso Investments | Jun 2024 | 22k | $1.8M |
| Csenge Advisory Group | Jun 2024 | 20k | $1.7M |
| Ascent Group | Jun 2024 | 14k | $1.2M |
| Proficio Capital Partners | Jun 2024 | 9.0k | $761k |
| BCJ Capital Management | Mar 2024 | 6.2k | $543k |
| Beaumont Capital Management | Jun 2024 | 6.0k | $505k |
| Envestnet Portfolio Solutions | Jun 2024 | 5.4k | $455k |
| Hanlon Investment Management | Jun 2024 | 4.9k | $412k |
| TRUE Private Wealth Advisors | Jun 2024 | 4.7k | $399k |
| Two Sigma Investments | Mar 2024 | 4.7k | $412k |
| Atria Investments | Jun 2024 | 3.8k | $323k |
| Ignite Planners | Jun 2024 | 3.6k | $304k |
| GeoWealth Management | Jun 2024 | 3.0k | $251k |
| Trexquant Investment | Jun 2024 | 2.6k | $219k |
| International Assets Investment Management | Jun 2024 | 871.00 | $74k |
| VitalStone Financial | Jun 2024 | 375.00 | $32k |
| Principal Securities | Jun 2024 | 289.00 | $24k |
| Sunbelt Securities | Jun 2024 | 264.00 | $22k |
| Ashton Thomas Private Wealth | Jun 2024 | 159.00 | $13k |
| Tyler-Stone Wealth Management | Jun 2024 | 105.00 | $8.9k |
| Naples Money Management | Jun 2024 | 101.00 | $8.5k |
| Pinnacle Bank | Jun 2024 | 37.00 | $3.1k |
| Tidemark | Jun 2024 | 34.00 | $2.9k |
| Nelson, Van Denburg & Campbell Wealth Management | Jun 2024 | 6.00 | $505.999800 |