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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 813k | $67M | 110% | Dec 2023 |
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| Wells Fargo & Company | 476k | $39M | -65% | Dec 2023 |
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| Raymond James & Associates | 216k | $18M | 8% | Dec 2023 |
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| Royal Bank of Canada | 155k | $13M | -21% | Dec 2023 |
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| Sykon Capital | 131k | $11M | 100% | Dec 2023 |
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| Fischer Investment Strategies | 109k | $9.0M | 100% | Dec 2023 |
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| Kfg Wealth Management | 95k | $7.8M | -10% | Dec 2023 |
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| Jane Street | 80k | $6.6M | 100% | Dec 2023 |
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| Hrt Financial | 63k | $5.1M | -51% | Dec 2023 |
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| NTV Asset Management | 58k | $4.8M | -17% | Dec 2023 |
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| Vestmark Advisory Solutions | 55k | $4.5M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 52k | $4.3M | -53% | Dec 2023 |
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| Cumberland Partners | 52k | $4.2M | 77% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 50k | $4.1M | -2% | Dec 2023 |
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| Advisor Group Holdings | 49k | $4.0M | -36% | Dec 2023 |
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| Deane Retirement Strategies | 45k | $3.9M | 100% | Mar 2024 |
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| Gts Securities | 43k | $3.6M | 239% | Dec 2023 |
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| Creative Planning | 43k | $3.5M | 45% | Dec 2023 |
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| Two Sigma Investments | 40k | $3.3M | 100% | Dec 2023 |
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| Hilltop Holdings | 39k | $3.2M | 56% | Dec 2023 |
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| Goldman Sachs Group | 37k | $3.1M | -67% | Dec 2023 |
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| Citadel Advisors | 35k | $2.9M | 84% | Dec 2023 |
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| UBS Group | 34k | $2.8M | 2% | Dec 2023 |
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| E&G Advisors | 29k | $2.3M | -3% | Dec 2023 |
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| D.A. Davidson & Co. | 27k | $2.2M | 3% | Dec 2023 |
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| D. Scott Neal | 27k | $2.4M | 0% | Mar 2024 |
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| Ayalon Holdings | 26k | $2.3M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 20k | $1.7M | -54% | Dec 2023 |
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| Money Concepts Capital Corp | 20k | $1.6M | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 17k | $1.4M | 7% | Dec 2023 |
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| Summit Financial | 13k | $1.2M | -4% | Mar 2024 |
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| PFG Advisors | 12k | $988k | -8% | Dec 2023 |
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| Kestra Advisory Services | 11k | $884k | 3% | Dec 2023 |
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| Commonwealth Equity Services | 11k | $881k | -7% | Dec 2023 |
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| Legacy Financial Strategies | 11k | $922k | 0% | Mar 2024 |
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| Two Sigma Advisers | 10k | $857k | 100% | Dec 2023 |
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| Private Advisor | 10k | $834k | 0% | Dec 2023 |
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| Koshinski Asset Management | 10k | $829k | 84% | Dec 2023 |
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| Capital Advisors | 10k | $881k | 0% | Mar 2024 |
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| Toroso Investments | 8.9k | $733k | 100% | Dec 2023 |
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| Stratos Wealth Partners | 8.2k | $718k | 204% | Mar 2024 |
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| Weaver Consulting Group | 7.2k | $629k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 7.0k | $580k | 44% | Dec 2023 |
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| Trexquant Investment | 7.0k | $576k | 77% | Dec 2023 |
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| IFP Advisors | 6.9k | $570k | -50% | Dec 2023 |
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| Vontobel Holding | 6.2k | $510k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 5.8k | $482k | 0% | Dec 2023 |
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| New England Professional Planning | 5.8k | $511k | -19% | Mar 2024 |
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| Win Advisors | 5.8k | $479k | 100% | Dec 2023 |
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| One Wealth Management Investment & Advisory Services | 5.7k | $472k | 100% | Dec 2023 |
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| Stratos Wealth Advisors | 5.5k | $480k | 0% | Mar 2024 |
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| Bank Of Montreal | 5.4k | $449k | 171% | Dec 2023 |
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| Simplex Trading | 5.3k | $432k | 100% | Dec 2023 |
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| Bank of New York Mellon | 5.1k | $424k | 100% | Dec 2023 |
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| D. E. Shaw & Co | 4.9k | $404k | 100% | Dec 2023 |
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| Quadcap Wealth Management | 4.9k | $404k | 100% | Dec 2023 |
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| HighTower Advisors | 4.9k | $397k | -30% | Dec 2023 |
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| TRUE Private Wealth Advisors | 4.8k | $396k | -22% | Dec 2023 |
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| Greenwood Capital Associates | 4.8k | $394k | 100% | Dec 2023 |
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| Gradient Investments | 4.7k | $388k | -4% | Dec 2023 |
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| Prospera Financial Services | 4.3k | $355k | 100% | Dec 2023 |
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| Townsend Asset Management Corp | 4.0k | $332k | 0% | Dec 2023 |
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| Ignite Planners | 3.9k | $338k | 100% | Mar 2024 |
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| Betterment | 3.8k | $317k | 3% | Dec 2023 |
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| Sequent Asset Management | 3.8k | $336k | 0% | Mar 2024 |
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| Fingerlakes Wealth Management | 3.5k | $287k | 100% | Dec 2023 |
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| Cutler | 3.4k | $278k | -34% | Dec 2023 |
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| Vigilare Wealth Management | 3.1k | $252k | 100% | Dec 2023 |
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| Wolverine Trading | 3.0k | $247k | 100% | Dec 2023 |
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| Advisory Services Network | 2.9k | $155k | -15% | Dec 2023 |
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| VitalStone Financial | 2.8k | $230k | 699% | Dec 2023 |
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| Atria Wealth Solutions | 2.7k | $224k | 100% | Dec 2023 |
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| SPC Financial | 2.6k | $214k | 100% | Dec 2023 |
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| Colony | 2.6k | $214k | 100% | Dec 2023 |
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| TD Waterhouse Canada | 2.1k | $202k | 0% | Dec 2023 |
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| CWM | 2.1k | $182k | 30% | Mar 2024 |
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| Pnc Financial Services | 966.00 | $80k | 0% | Dec 2023 |
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| Geneos Wealth Management | 912.00 | $75k | 630% | Dec 2023 |
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| Parallel Advisors | 725.00 | $60k | -45% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 706.00 | $58k | 0% | Dec 2023 |
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| Delos Wealth Advisors | 627.00 | $52k | 0% | Dec 2023 |
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| Horrell Capital Management | 615.00 | $51k | 0% | Dec 2023 |
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| Coppell Advisory Solutions | 612.00 | $50k | 100% | Dec 2023 |
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| Archer Investment Corp | 364.00 | $30k | 0% | Dec 2023 |
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| Milestone Group | 245.00 | $20k | 0% | Dec 2023 |
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| Cape Investment Advisory | 238.00 | $20k | 0% | Dec 2023 |
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| Legend Financial Advisors | 204.00 | $18k | 155% | Mar 2024 |
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| Retirement Group | 184.00 | $15k | 0% | Dec 2023 |
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| City Holding | 175.00 | $15k | 0% | Mar 2024 |
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| Riggs Asset Managment | 153.00 | $13k | -99% | Dec 2023 |
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| Optimum Investment Advisors | 111.00 | $9.7k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 105.00 | $8.7k | 0% | Dec 2023 |
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| Private Trust Co Na | 68.00 | $5.6k | -83% | Dec 2023 |
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| ORG Partners | 60.00 | $4.9k | -87% | Dec 2023 |
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| Pinnacle Bank | 37.00 | $3.2k | 0% | Mar 2024 |
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| Tidemark | 34.00 | $2.8k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 30.00 | $2.0k | -14% | Dec 2023 |
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| Hanson McClain Advisors | 26.00 | $2.1k | 0% | Dec 2023 |
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| Citigroup | 26.00 | $2.1k | 0% | Dec 2023 |
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| Global Retirement Partners | 25.00 | $2.0k | 0% | Dec 2023 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FSC Wealth Advisors | Dec 2023 | 40k | $3.3M |
| Millennium Management | Sep 2023 | 39k | $2.7M |
| Synergy Financial Management | Dec 2023 | 38k | $3.2M |
| Steward Partners Investment Advisory | Sep 2023 | 17k | $1.2M |
| WESPAC Advisors | Sep 2023 | 10k | $701k |
| Jackson Wealth Management | Sep 2023 | 7.8k | $544k |
| Walleye Trading Advisors | Sep 2023 | 6.6k | $462k |
| Orion Portfolio Solutions | Sep 2023 | 5.2k | $363k |
| Commonwealth Financial Services | Sep 2023 | 3.4k | $241k |
| Ritter Daniher Financial Advisory LLC / DE | Sep 2023 | 1.7k | $120k |
| Oliver Lagore Vanvalin Investment Group | Sep 2023 | 823.00 | $58k |
| Us Bancorp | Sep 2023 | 670.00 | $47k |
| Annapolis Financial Services | Dec 2023 | 213.00 | $18k |
| Park Place Capital Corp | Dec 2023 | 39.00 | $3.2k |