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 | 726k | $84M | 2% | Mar 2026 |
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| LPL Financial | 239k | $28M | 8% | Mar 2026 |
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| Morgan Stanley | 224k | $26M | 9% | Mar 2026 |
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| Axiom Financial Strategies | 213k | $25M | 63% | Mar 2026 |
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| Goss Wealth Management | 141k | $16M | 271363% | Mar 2026 |
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| Wells Fargo & Company | 118k | $14M | -69% | Mar 2026 |
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| Citadel Advisors | 116k | $13M | 40% | Mar 2026 |
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| UBS Group | 93k | $11M | 30% | Mar 2026 |
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| Bank of America Corporation | 78k | $9.0M | 100% | Mar 2026 |
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| Proficio Capital Partners | 74k | $8.5M | 100% | Mar 2026 |
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| Royal Bank of Canada | 73k | $8.5M | -31% | Mar 2026 |
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| Raymond James Financial | 68k | $7.9M | 2% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 60k | $7.0M | -45% | Mar 2026 |
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| Susquehanna International | 46k | $5.4M | 18% | Dec 2025 |
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| Fortis Group Advisors | 44k | $5.9M | 25% | Mar 2026 |
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| BNB Wealth Management | 42k | $4.8M | 100% | Mar 2026 |
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| Csenge Advisory Group | 36k | $4.1M | 100% | Mar 2026 |
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| Ameriprise Financial | 35k | $4.0M | -82% | Mar 2026 |
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| PFG Advisors | 33k | $3.8M | -72% | Mar 2026 |
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| Hutchens & Kramer Investment Management Group | 31k | $3.6M | 509% | Mar 2026 |
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| Flow Traders US | 31k | $3.5M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 30k | $3.5M | 52% | Dec 2025 |
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| Cetera Investment Advisers | 30k | $3.4M | 30% | Mar 2026 |
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| Envestnet Asset Management | 29k | $3.4M | 36% | Mar 2026 |
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| Winter & Associates | 29k | $3.4M | 100% | Mar 2026 |
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| Buckingham Strategic Partners | 29k | $3.3M | 39% | Mar 2026 |
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| NTV Asset Management | 27k | $3.2M | -9% | Mar 2026 |
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| Ayalon Holdings | 27k | $3.1M | 4% | Mar 2026 |
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| Mml Investors Services | 23k | $2.6M | -5% | Mar 2026 |
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| Bank Of Montreal | 22k | $2.6M | 100% | Mar 2026 |
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| Sig Brokerage | 20k | $2.3M | 0% | Dec 2025 |
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| Abound Financial | 18k | $2.1M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 18k | $2.0M | 3% | Mar 2026 |
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| Commonwealth Financial Services | 16k | $1.9M | 100% | Mar 2026 |
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| EHP Funds | 16k | $1.8M | -17% | Dec 2025 |
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| Creative Planning | 15k | $1.8M | 1% | Mar 2026 |
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| E&G Advisors | 15k | $1.7M | -1% | Mar 2026 |
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| Equitable Holdings | 14k | $1.6M | 535% | Mar 2026 |
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| Advisor Group Holdings | 14k | $1.6M | -48% | Dec 2025 |
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| Kestra Advisory Services | 13k | $1.5M | 0% | Mar 2026 |
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| Jane Street | 11k | $1.3M | 117% | Mar 2026 |
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| D.A. Davidson & Co. | 10k | $1.2M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 9.9k | $1.1M | -17% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 8.9k | $1.0M | -40% | Mar 2026 |
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| Sowell Financial Services | 8.8k | $1.0M | -1% | Mar 2026 |
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| Nova Wealth Management | 8.7k | $1.0M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 8.7k | $1.0M | 1% | Mar 2026 |
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| Sequent Asset Management | 8.6k | $1.0M | 0% | Dec 2025 |
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| TRUE Private Wealth Advisors | 7.7k | $892k | -14% | Mar 2026 |
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| Hilltop Holdings | 7.7k | $899k | -86% | Dec 2025 |
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| Seros Financial | 6.5k | $755k | -29% | Mar 2026 |
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| Magnolia Capital Advisors | 6.4k | $744k | 100% | Mar 2026 |
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| Hrt Financial | 6.1k | $702k | 100% | Mar 2026 |
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| Stratos Wealth Advisors | 5.8k | $673k | 0% | Mar 2026 |
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| Advyzon Investment Management | 5.7k | $657k | 100% | Mar 2026 |
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| Benjamin Edwards | 5.5k | $642k | 100% | Mar 2026 |
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| Change Path | 5.5k | $642k | 0% | Mar 2026 |
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| Legacy Financial Strategies | 5.5k | $638k | 0% | Mar 2026 |
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| Koshinski Asset Management | 5.2k | $600k | 0% | Mar 2026 |
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| Weaver Consulting Group | 5.1k | $595k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 4.8k | $553k | 100% | Mar 2026 |
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| Brian McDonald | 4.8k | $557k | -2% | Dec 2025 |
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| Integrated Wealth Concepts | 4.7k | $542k | 100% | Mar 2026 |
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| Plotkin Financial Advisors | 4.4k | $514k | -5% | Mar 2026 |
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| Gateway Wealth Partners | 4.3k | $500k | 75% | Mar 2026 |
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| Private Advisor | 4.2k | $485k | 1% | Mar 2026 |
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| One Wealth Management Investment & Advisory Services | 4.1k | $483k | -2% | Dec 2025 |
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| Adapt Wealth Advisors | 4.1k | $470k | 6% | Mar 2026 |
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| Savvy Advisors | 4.0k | $469k | 100% | Mar 2026 |
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| Townsend Asset Management Corp | 4.0k | $468k | 0% | Mar 2026 |
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| Stifel Financial | 3.8k | $442k | -1% | Mar 2026 |
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| Renaissance Technologies | 3.8k | $445k | -79% | Dec 2025 |
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| New England Professional Planning | 3.6k | $419k | 0% | Mar 2026 |
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| Fingerlakes Wealth Management | 3.6k | $413k | 0% | Mar 2026 |
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| Quadcap Wealth Management | 3.5k | $404k | -29% | Mar 2026 |
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| Financial Partners Group | 3.4k | $398k | 100% | Mar 2026 |
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| Avant Capital | 3.4k | $393k | -7% | Mar 2026 |
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| Reicon Wealth Advisors | 3.1k | $364k | -15% | Mar 2026 |
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| Oppenheimer Asset Management | 3.1k | $364k | -12% | Mar 2026 |
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| RCS Financial Planning | 3.1k | $361k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 3.1k | $363k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 3.0k | $350k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 2.9k | $342k | 100% | Mar 2026 |
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| Hyundai Investments | 2.9k | $347k | 100% | Dec 2025 |
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| Sanctuary Advisors | 2.8k | $330k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 2.8k | $327k | 3% | Mar 2026 |
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| Colony | 2.7k | $316k | 0% | Dec 2025 |
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| Burke & Herbert Bank & Trust | 2.7k | $307k | 0% | Mar 2026 |
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| IHT Wealth Management | 2.6k | $308k | -17% | Dec 2025 |
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| XML Financial | 2.5k | $285k | -20% | Mar 2026 |
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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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| Belvedere Trading | 2.3k | $270k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 2.3k | $267k | 0% | Mar 2026 |
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| Kfg Wealth Management | 2.3k | $262k | -42% | Mar 2026 |
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| Valued Retirements | 2.2k | $252k | 100% | Mar 2026 |
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| D. E. Shaw & Co | 2.2k | $251k | -19% | Mar 2026 |
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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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| Independent Financial Group | 2.0k | $235k | 1% | Mar 2026 |
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| HighTower Advisors | 1.9k | $223k | 5% | Mar 2026 |
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| Fischer Investment Strategies | 1.9k | $217k | 100% | Dec 2025 |
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| Belpointe Asset Management | 1.8k | $213k | 100% | Mar 2026 |
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| FMR | 1.6k | $193k | 26% | Dec 2025 |
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| Medallion Wealth Advisors | 1.2k | $137k | -3% | Mar 2026 |
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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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| Hantz Financial Services | 999.00 | $116k | 100% | Mar 2026 |
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| IFP Advisors | 985.00 | $114k | 0% | Mar 2026 |
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| Pnc Financial Services | 841.00 | $98k | 0% | Mar 2026 |
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| Parallel Advisors | 840.00 | $97k | 0% | Mar 2026 |
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| TD Waterhouse Canada | 796.00 | $93k | 0% | Mar 2026 |
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| Harbour Investments | 750.00 | $87k | 100% | Mar 2026 |
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| Mpwm Advisory Solutions | 748.00 | $87k | -15% | Mar 2026 |
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| Global Retirement Partners | 524.00 | $61k | 0% | Dec 2025 |
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| International Assets Investment Management | 470.00 | $55k | 12% | Mar 2026 |
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| Beacon Investment Advisory Services | 403.00 | $47k | 100% | Mar 2026 |
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| Delos Wealth Advisors | 388.00 | $45k | 0% | Mar 2026 |
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| Archer Investment Corp | 364.00 | $42k | 0% | Mar 2026 |
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| Chesapeake Asset Management | 351.00 | $41k | 0% | Mar 2026 |
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| Cornerstone Planning Group | 328.00 | $45k | 44% | Mar 2026 |
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| Cape Investment Advisory | 318.00 | $37k | 100% | Dec 2025 |
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| Founders Financial Alliance | 287.00 | $33k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 182.00 | $21k | 0% | Mar 2026 |
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| Aventura Private Wealth | 181.00 | $21k | 0% | Mar 2026 |
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| AE Wealth Management | 177.00 | $21k | 0% | Mar 2026 |
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| SRS Capital Advisors | 150.00 | $17k | 0% | Mar 2026 |
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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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| Spire Wealth Management | 100.00 | $12k | 100% | Mar 2026 |
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| Triumph Capital Management | 100.00 | $12k | 0% | Mar 2026 |
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| Legacy Wealth Managment | 97.00 | $11k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 58.00 | $6.7k | 16% | Mar 2026 |
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| Sunbelt Securities | 54.00 | $6.3k | 0% | Mar 2026 |
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| Main Street Group | 40.00 | $4.6k | 100% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 25.00 | $2.9k | 100% | Mar 2026 |
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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% | Mar 2026 |
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| SHP Wealth Management | 8.00 | $928.000000 | 0% | Mar 2026 |
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| Russell Investments | 8.00 | $928.000000 | 0% | Mar 2026 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Hapoalim Bm | Dec 2025 | 86k | $10M |
| Jpmorgan Chase & Co | Sep 2025 | 47k | $5.1M |
| Gts Securities | Sep 2025 | 41k | $4.5M |
| Money Concepts Capital Corp | Dec 2025 | 28k | $3.3M |
| Synergy Financial Management | Dec 2025 | 23k | $2.7M |
| Tactive Advisors | Dec 2025 | 21k | $2.4M |
| Tower Research Capital | Sep 2025 | 20k | $2.2M |
| Advisors Preferred | Dec 2025 | 9.2k | $1.1M |
| Wealthcare Advisory Partners | Dec 2025 | 6.6k | $776k |
| Secure Asset Management | Dec 2025 | 4.8k | $566k |
| Axxcess Wealth Management | Dec 2025 | 2.3k | $274k |
| Mercer Global Advisors | Dec 2025 | 2.1k | $250k |
| VestGen Advisors | Dec 2025 | 2.1k | $244k |
| Barclays | Sep 2025 | 1.3k | $143k |
| Flagship Harbor Advisors | Dec 2025 | 920.00 | $108k |
| Coastal Investment Advisors | Dec 2025 | 630.00 | $74k |
| Group One Trading | Dec 2025 | 100.00 | $12k |
| Imprint Wealth | Dec 2025 | 32.00 | $3.7k |