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 | 710k | $83M | -21% | Dec 2025 |
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| Wells Fargo & Company | 382k | $45M | 76% | Dec 2025 |
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| LPL Financial | 222k | $26M | 12% | Dec 2025 |
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| Ameriprise Financial | 191k | $22M | 595% | Dec 2025 |
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| Axiom Financial Strategies | 130k | $15M | -4% | Dec 2025 |
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| PFG Advisors | 117k | $14M | 26% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 110k | $13M | -35% | Dec 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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| Bank Hapoalim Bm | 86k | $10M | 0% | Dec 2025 |
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| UBS Group | 72k | $8.4M | 65% | Dec 2025 |
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| Raymond James Financial | 68k | $7.9M | 2% | Dec 2025 |
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| Jpmorgan Chase & Co | 47k | $5.1M | 100% | Sep 2025 |
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| Susquehanna International | 46k | $5.4M | 18% | Dec 2025 |
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| Fortis Group Advisors | 35k | $4.2M | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 30k | $3.5M | 52% | Dec 2025 |
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| NTV Asset Management | 30k | $3.5M | -3% | Dec 2025 |
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| Money Concepts Capital Corp | 28k | $3.3M | 100% | Dec 2025 |
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| Ayalon Holdings | 26k | $3.0M | 0% | Dec 2025 |
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| Mml Investors Services | 24k | $2.8M | -12% | Dec 2025 |
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| Cetera Investment Advisers | 23k | $2.7M | 1% | Dec 2025 |
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| Synergy Financial Management | 23k | $2.7M | 100% | Dec 2025 |
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| Envestnet Asset Management | 22k | $2.5M | 140% | Dec 2025 |
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| Buckingham Strategic Partners | 21k | $2.4M | -28% | Dec 2025 |
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| Tactive Advisors | 21k | $2.4M | -11% | Dec 2025 |
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| Sig Brokerage | 20k | $2.3M | 0% | Dec 2025 |
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| Abound Financial | 18k | $2.1M | -6% | Dec 2025 |
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| Commonwealth Equity Services | 17k | $2.0M | 14% | Dec 2025 |
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| EHP Funds | 16k | $1.8M | -17% | Dec 2025 |
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| Creative Planning | 15k | $1.8M | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 15k | $1.7M | 72% | Dec 2025 |
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| E&G Advisors | 15k | $1.7M | -2% | Dec 2025 |
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| Advisor Group Holdings | 14k | $1.6M | -48% | Dec 2025 |
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| Kestra Advisory Services | 13k | $1.5M | -11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 12k | $1.4M | -96% | Dec 2025 |
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| D.A. Davidson & Co. | 10k | $1.2M | -1% | Dec 2025 |
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| Seros Financial | 9.2k | $1.1M | 0% | Dec 2025 |
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| Advisors Preferred | 9.2k | $1.1M | 1% | Dec 2025 |
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| TRUE Private Wealth Advisors | 8.9k | $1.0M | 368% | Dec 2025 |
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| Sowell Financial Services | 8.9k | $1.0M | 100% | Dec 2025 |
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| Sequent Asset Management | 8.6k | $1.0M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 8.6k | $1.0M | -17% | Dec 2025 |
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| Hilltop Holdings | 7.7k | $899k | -86% | Dec 2025 |
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| Wealthcare Advisory Partners | 6.6k | $776k | 100% | Dec 2025 |
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| Stratos Wealth Advisors | 5.8k | $679k | 2% | Dec 2025 |
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| Change Path | 5.5k | $647k | 100% | Dec 2025 |
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| Legacy Financial Strategies | 5.5k | $643k | 0% | Dec 2025 |
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| Koshinski Asset Management | 5.2k | $605k | 0% | Dec 2025 |
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| Weaver Consulting Group | 5.1k | $600k | -9% | Dec 2025 |
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| Hutchens & Kramer Investment Management Group | 5.1k | $598k | 100% | Dec 2025 |
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| Jane Street | 5.0k | $585k | -58% | Dec 2025 |
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| Quadcap Wealth Management | 4.9k | $570k | 0% | Dec 2025 |
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| Secure Asset Management | 4.8k | $566k | 75% | Dec 2025 |
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| Brian McDonald | 4.8k | $557k | -2% | Dec 2025 |
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| Plotkin Financial Advisors | 4.7k | $544k | 0% | Dec 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 | 4.1k | $483k | -2% | Dec 2025 |
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| Private Advisor | 4.1k | $483k | 1% | Dec 2025 |
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| Townsend Asset Management Corp | 4.0k | $472k | 0% | Dec 2025 |
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| Kfg Wealth Management | 3.9k | $458k | 100% | Dec 2025 |
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| Stifel Financial | 3.9k | $451k | 45% | Dec 2025 |
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| Adapt Wealth Advisors | 3.8k | $447k | 100% | Dec 2025 |
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| Renaissance Technologies | 3.8k | $445k | -79% | Dec 2025 |
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| Reicon Wealth Advisors | 3.7k | $434k | 100% | Dec 2025 |
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| Avant Capital | 3.6k | $425k | 6% | Dec 2025 |
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| New England Professional Planning | 3.6k | $422k | 0% | Dec 2025 |
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| Fingerlakes Wealth Management | 3.6k | $417k | 0% | Dec 2025 |
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| Oppenheimer Asset Management | 3.6k | $416k | -2% | Dec 2025 |
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| Captrust Financial Advisors | 3.1k | $363k | 0% | Dec 2025 |
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| XML Financial | 3.1k | $360k | 24% | Dec 2025 |
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| Janney Montgomery Scott | 3.0k | $353k | 39% | Dec 2025 |
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| Hyundai Investments | 2.9k | $347k | 100% | Dec 2025 |
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| Sanctuary Advisors | 2.8k | $333k | -1% | Dec 2025 |
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| Stratos Wealth Partners | 2.7k | $320k | 0% | Dec 2025 |
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| Colony | 2.7k | $316k | 0% | Dec 2025 |
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| Burke & Herbert Bank & Trust | 2.7k | $310k | -74% | Dec 2025 |
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| IHT Wealth Management | 2.6k | $308k | -17% | Dec 2025 |
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| Gateway Wealth Partners | 2.5k | $289k | 14% | Dec 2025 |
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| Advisory Services Network | 2.4k | $283k | 0% | Dec 2025 |
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| MGB Wealth Management | 2.4k | $281k | -13% | Dec 2025 |
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| Axxcess Wealth Management | 2.3k | $274k | 100% | Dec 2025 |
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| Concurrent Investment Advisors | 2.3k | $270k | 100% | Dec 2025 |
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| 1858 Wealth Management | 2.2k | $239k | 0% | Sep 2025 |
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| Equitable Holdings | 2.1k | $249k | 100% | Dec 2025 |
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| Mercer Global Advisors | 2.1k | $250k | 100% | Dec 2025 |
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| VestGen Advisors | 2.1k | $244k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 2.1k | $566k | -7% | Dec 2025 |
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| Betterment | 2.1k | $240k | -6% | Dec 2025 |
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| Fischer Investment Strategies | 1.9k | $217k | 100% | Dec 2025 |
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| HighTower Advisors | 1.8k | $213k | -2% | Dec 2025 |
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| FMR | 1.3k | $143k | 2% | Sep 2025 |
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| Hanson McClain Advisors | 1.1k | $133k | 0% | Dec 2025 |
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| Huntington National Bank | 1.1k | $130k | 221% | Dec 2025 |
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| IFP Advisors | 985.00 | $115k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 920.00 | $108k | 100% | Dec 2025 |
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| Mpwm Advisory Solutions | 879.00 | $103k | -1% | Dec 2025 |
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| Pnc Financial Services | 840.00 | $98k | 0% | Dec 2025 |
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| Parallel Advisors | 840.00 | $98k | 0% | Dec 2025 |
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| TD Waterhouse Canada | 796.00 | $93k | 0% | Dec 2025 |
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| Coastal Investment Advisors | 630.00 | $74k | 100% | Dec 2025 |
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| Global Retirement Partners | 524.00 | $61k | 0% | Dec 2025 |
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| International Assets Investment Management | 420.00 | $49k | 100% | Dec 2025 |
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| Delos Wealth Advisors | 388.00 | $45k | 0% | Dec 2025 |
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| Archer Investment Corp | 364.00 | $43k | 0% | Dec 2025 |
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| Chesapeake Asset Management | 350.00 | $41k | 100% | Dec 2025 |
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| Cape Investment Advisory | 318.00 | $37k | 100% | Dec 2025 |
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| Cornerstone Planning Group | 228.00 | $28k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 182.00 | $21k | 0% | Dec 2025 |
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| Aventura Private Wealth | 181.00 | $21k | 0% | Dec 2025 |
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| AE Wealth Management | 177.00 | $21k | -39% | Dec 2025 |
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| SRS Capital Advisors | 150.00 | $18k | 100% | Dec 2025 |
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| CWM | 137.00 | $16k | -48% | Dec 2025 |
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| Qube Research & Technologies | 102.00 | $12k | 100% | Dec 2025 |
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| Group One Trading | 100.00 | $12k | 0% | Dec 2025 |
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| Triumph Capital Management | 100.00 | $12k | 100% | Dec 2025 |
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| Legacy Wealth Managment | 97.00 | $11k | 0% | Dec 2025 |
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| Sunbelt Securities | 54.00 | $6.3k | 0% | Dec 2025 |
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| Optimum Investment Advisors | 53.00 | $5.8k | 0% | Sep 2025 |
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| Goss Wealth Management | 52.00 | $6.1k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 50.00 | $5.8k | 0% | Dec 2025 |
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| Imprint Wealth | 32.00 | $3.7k | 0% | Dec 2025 |
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| Tucker Asset Management | 24.00 | $2.8k | 0% | Dec 2025 |
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| National Bank Of Canada /fi/ | 24.00 | $2.8k | -97% | Dec 2025 |
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| Capital Investment Advisory Services | 22.00 | $2.6k | 0% | Dec 2025 |
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| Russell Investments | 8.00 | $936.000000 | 100% | Dec 2025 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2025 | 41k | $4.5M |
| Highview Capital Management | Sep 2025 | 22k | $2.4M |
| Tower Research Capital | Sep 2025 | 20k | $2.2M |
| Flow Traders US | Sep 2025 | 14k | $1.5M |
| Integrated Wealth Concepts | Sep 2025 | 4.6k | $507k |
| Q3 Asset Management | Sep 2025 | 2.3k | $256k |
| Oppenheimer & Co | Sep 2025 | 2.1k | $231k |
| Hrt Financial | Sep 2025 | 2.1k | $227k |
| Heritage Oak Wealth Advisors | Sep 2025 | 2.0k | $217k |
| Barclays | Sep 2025 | 1.3k | $143k |
| Optiver Holding B.V. | Sep 2025 | 704.00 | $77k |
| Founders Financial Alliance | Sep 2025 | 332.00 | $37k |
| Capital Advisors | Sep 2025 | 187.00 | $21k |
| Principal Securities | Sep 2025 | 45.00 | $4.9k |