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 | 930k | $145M | 28% | Jun 2026 |
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| LPL Financial | 262k | $41M | 10% | Jun 2026 |
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| Cambridge Investment Research Advisors | 236k | $37M | 2284% | Jun 2026 |
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| Proficio Capital Partners | 235k | $37M | 218% | Jun 2026 |
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| Morgan Stanley | 224k | $26M | 9% | Mar 2026 |
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| Wells Fargo & Company | 223k | $35M | 89% | Jun 2026 |
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| Axiom Financial Strategies | 210k | $33M | -1% | Jun 2026 |
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| Bank of America Corporation | 199k | $31M | 156% | Jun 2026 |
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| Goss Wealth Management | 144k | $22M | 2% | Jun 2026 |
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| TRUE Private Wealth Advisors | 123k | $19M | 1499% | Jun 2026 |
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| Citadel Advisors | 106k | $17M | -9% | Jun 2026 |
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| Jump Financial | 100k | $16M | 87% | Jun 2026 |
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| Jones Financial Companies, L.L | 96k | $15M | 46% | Jun 2026 |
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| UBS Group | 87k | $14M | -6% | Jun 2026 |
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| Raymond James Financial | 82k | $13M | 16% | Jun 2026 |
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| Fortis Group Advisors | 77k | $12M | 77% | Jun 2026 |
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| BNB Wealth Management | 54k | $8.4M | 29% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 50k | $7.8M | -17% | Jun 2026 |
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| Envestnet Asset Management | 50k | $7.8M | 71% | Jun 2026 |
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| Winter & Associates | 49k | $7.7M | 71% | Jun 2026 |
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| Buckingham Strategic Partners | 49k | $7.7M | 71% | Jun 2026 |
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| Royal Bank of Canada | 48k | $7.4M | -34% | Jun 2026 |
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| Chicago Wealth Management | 47k | $7.3M | 100% | Jun 2026 |
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| Susquehanna International | 45k | $7.1M | 497% | Jun 2026 |
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| Quadrature Capital | 40k | $6.2M | 100% | Jun 2026 |
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| Csenge Advisory Group | 38k | $5.9M | 7% | Jun 2026 |
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| Gts Securities | 38k | $5.9M | 70% | Jun 2026 |
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| Ameriprise Financial | 36k | $5.7M | 5% | Jun 2026 |
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| Jpmorgan Chase & Co | 35k | $5.4M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 34k | $5.2M | 13% | Jun 2026 |
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| Hutchens & Kramer Investment Management Group | 32k | $5.0M | 4% | Jun 2026 |
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| Mml Investors Services | 29k | $4.6M | 30% | Jun 2026 |
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| PFG Advisors | 29k | $4.5M | -11% | Jun 2026 |
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| Ayalon Holdings | 27k | $4.2M | 0% | Jun 2026 |
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| NTV Asset Management | 26k | $4.1M | -3% | Jun 2026 |
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| Q3 Asset Management | 24k | $3.8M | 100% | Jun 2026 |
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| Flow Traders US | 24k | $3.7M | -23% | Jun 2026 |
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| Hilltop Holdings | 23k | $3.6M | 72% | Jun 2026 |
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| Bank Of Montreal | 22k | $2.6M | 100% | Mar 2026 |
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| Kestra Advisory Services | 22k | $3.3M | 70% | Jun 2026 |
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| Sig Brokerage | 20k | $3.1M | 0% | Jun 2026 |
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| Advisor Group Holdings | 18k | $2.8M | 6% | Jun 2026 |
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| Abound Financial | 18k | $2.8M | -1% | Jun 2026 |
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| Summit Financial | 17k | $2.7M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 17k | $2.6M | -4% | Jun 2026 |
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| Commonwealth Financial Services | 16k | $2.5M | -1% | Jun 2026 |
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| Creative Planning | 15k | $2.4M | 0% | Jun 2026 |
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| Equitable Holdings | 15k | $2.3M | 10% | Jun 2026 |
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| E&G Advisors | 15k | $2.3M | 0% | Jun 2026 |
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| Visionary Horizons | 14k | $2.2M | 100% | Jun 2026 |
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| Ramiah Investment Group | 14k | $2.1M | 100% | Jun 2026 |
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| Private Advisor | 11k | $1.7M | 162% | Jun 2026 |
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| Tower Research Capital | 10k | $1.6M | 1035% | Jun 2026 |
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| D.A. Davidson & Co. | 10k | $1.6M | 0% | Jun 2026 |
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| D. E. Shaw & Co | 9.3k | $1.4M | 327% | Jun 2026 |
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| Sowell Financial Services | 9.0k | $1.4M | 2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 8.9k | $1.4M | 0% | Jun 2026 |
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| Sequent Asset Management | 8.6k | $1.3M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 8.3k | $1.2M | 26% | Jun 2026 |
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| Hrt Financial | 8.2k | $1.3M | 36% | Jun 2026 |
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| Davenport & Co | 7.7k | $1.2M | 100% | Jun 2026 |
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| Magnolia Capital Advisors | 6.9k | $1.1M | 7% | Jun 2026 |
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| Belvedere Trading | 6.4k | $990k | 173% | Jun 2026 |
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| Seros Financial | 6.0k | $935k | -8% | Jun 2026 |
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| Stratos Wealth Advisors | 6.0k | $929k | 3% | Jun 2026 |
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| Medallion Wealth Advisors | 5.9k | $363k | 401% | Jun 2026 |
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| Advyzon Investment Management | 5.8k | $904k | 2% | Jun 2026 |
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| Legacy Financial Strategies | 5.5k | $856k | 0% | Jun 2026 |
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| Benjamin Edwards | 5.5k | $849k | -2% | Jun 2026 |
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| Change Path | 5.4k | $848k | -2% | Jun 2026 |
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| Integrated Wealth Concepts | 5.4k | $842k | 16% | Jun 2026 |
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| Action Point Financial Planning | 5.3k | $833k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 5.2k | $807k | 76% | Jun 2026 |
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| Koshinski Asset Management | 5.2k | $600k | 0% | Mar 2026 |
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| Midwest Financial Network | 5.0k | $785k | 105% | Jun 2026 |
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| XTX Topco | 4.9k | $762k | 39% | Jun 2026 |
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| Fifth Third Bancorp | 4.9k | $758k | 2% | Jun 2026 |
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| Wealthcare Advisory Partners | 4.8k | $751k | 100% | Jun 2026 |
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| Optivise Advisory Services | 4.8k | $741k | 100% | Jun 2026 |
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| Plotkin Financial Advisors | 4.4k | $690k | 0% | Jun 2026 |
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| Hyundai Investments | 4.3k | $665k | -43% | Jun 2026 |
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| Resources Investment Advisors | 4.2k | $649k | 100% | Jun 2026 |
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| Weaver Consulting Group | 4.1k | $642k | -19% | Jun 2026 |
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| Townsend Asset Management Corp | 4.0k | $628k | 0% | Jun 2026 |
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| Adapt Wealth Advisors | 4.0k | $621k | -2% | Jun 2026 |
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| Stifel Financial | 4.0k | $617k | 4% | Jun 2026 |
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| Two Sigma Securities | 3.9k | $614k | 100% | Jun 2026 |
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| RCS Financial Planning | 3.9k | $609k | 26% | Jun 2026 |
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| Financial Partners Group | 3.9k | $602k | 13% | Jun 2026 |
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| One Wealth Management Investment & Advisory Services | 3.8k | $590k | -6% | Jun 2026 |
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| New England Professional Planning | 3.6k | $563k | 0% | Jun 2026 |
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| Jane Street | 3.6k | $560k | -67% | Jun 2026 |
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| Avant Capital | 3.6k | $558k | 6% | Jun 2026 |
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| Quadcap Wealth Management | 3.4k | $535k | -1% | Jun 2026 |
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| Harbour Investments | 3.3k | $520k | 346% | Jun 2026 |
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| Reicon Wealth Advisors | 3.3k | $516k | 6% | Jun 2026 |
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| FMR | 3.2k | $495k | 15% | Jun 2026 |
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| Fingerlakes Wealth Management | 3.1k | $481k | -13% | Jun 2026 |
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| Goldstone Financial Group | 3.0k | $474k | 100% | Jun 2026 |
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| Nova Wealth Management | 2.9k | $443k | -67% | Jun 2026 |
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| Sanctuary Advisors | 2.8k | $443k | 0% | Jun 2026 |
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| Stratos Wealth Partners | 2.8k | $430k | -2% | Jun 2026 |
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| Colony | 2.7k | $421k | 0% | Jun 2026 |
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| Modern Wealth Management | 2.7k | $417k | 100% | Jun 2026 |
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| Burke & Herbert Bank & Trust | 2.6k | $404k | -2% | Jun 2026 |
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| Oppenheimer Asset Management | 2.5k | $395k | -19% | Jun 2026 |
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| Janney Montgomery Scott | 2.5k | $392k | -17% | Jun 2026 |
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| XML Financial | 2.5k | $382k | 0% | Jun 2026 |
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| Grandview Asset Management | 2.4k | $376k | 100% | Jun 2026 |
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| Renaissance Technologies | 2.4k | $373k | 100% | Jun 2026 |
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| Savant Capital Management | 2.4k | $357k | 100% | Jun 2026 |
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| IHT Wealth Management | 2.4k | $371k | -9% | Jun 2026 |
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| Atria Investments | 2.4k | $368k | 100% | Jun 2026 |
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| Advisory Services Network | 2.3k | $360k | 0% | Jun 2026 |
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| Concurrent Investment Advisors | 2.3k | $359k | 0% | Jun 2026 |
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| Betterment | 2.3k | $356k | -4% | Jun 2026 |
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| Gateway Wealth Partners | 2.2k | $336k | -50% | Jun 2026 |
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| CWM | 2.1k | $244k | 1439% | Mar 2026 |
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| Independent Financial Group | 2.0k | $311k | -1% | Jun 2026 |
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| Beacon Pointe Advisors | 2.0k | $305k | 100% | Jun 2026 |
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| HighTower Advisors | 1.9k | $299k | 0% | Jun 2026 |
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| Oppenheimer & Co | 1.8k | $288k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 1.8k | $278k | -79% | Jun 2026 |
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| Axxcess Wealth Management | 1.7k | $268k | 100% | Jun 2026 |
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| Focus Financial Network | 1.7k | $264k | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.6k | $246k | 100% | Jun 2026 |
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| Thoroughbred Financial Services | 1.6k | $247k | 100% | Jun 2026 |
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| Indivisible Partners | 1.5k | $238k | 100% | Jun 2026 |
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| Aurora Private Wealth | 1.5k | $236k | 100% | Jun 2026 |
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| VestGen Advisors | 1.4k | $222k | 100% | Jun 2026 |
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| Valued Retirements | 1.4k | $218k | -35% | Jun 2026 |
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| Alesco Advisors | 1.4k | $214k | 100% | Jun 2026 |
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| United Capital Financial Advisers | 1.4k | $212k | 100% | Jun 2026 |
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| Capital Investment Advisors | 1.4k | $211k | 100% | Jun 2026 |
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| Principal Securities | 1.3k | $203k | 100% | Jun 2026 |
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| Money Concepts Capital Corp | 1.3k | $202k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 1.3k | $202k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 1.1k | $176k | 0% | Jun 2026 |
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| Ancora Advisors | 1.1k | $175k | 100% | Jun 2026 |
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| Mercer Global Advisors | 1.0k | $162k | 100% | Jun 2026 |
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| IFP Advisors | 1.0k | $157k | 2% | Jun 2026 |
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| Hantz Financial Services | 999.00 | $155k | 0% | Jun 2026 |
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| Parallel Advisors | 840.00 | $131k | 0% | Jun 2026 |
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| Pnc Financial Services | 812.00 | $126k | -3% | Jun 2026 |
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| TD Waterhouse Canada | 796.00 | $121k | 0% | Jun 2026 |
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| Mpwm Advisory Solutions | 748.00 | $116k | 0% | Jun 2026 |
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| Global Retirement Partners | 526.00 | $82k | 0% | Jun 2026 |
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| Continuum Advisory | 500.00 | $78k | 100% | Jun 2026 |
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| AE Wealth Management | 412.00 | $64k | 133% | Jun 2026 |
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| Beacon Investment Advisory Services | 403.00 | $63k | 0% | Jun 2026 |
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| International Assets Investment Management | 320.00 | $49k | -32% | Jun 2026 |
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| National Bank Of Canada /fi/ | 124.00 | $19k | -87% | Jun 2026 |
|
Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Savvy Advisors | Mar 2026 | 4.0k | $469k |
| Captrust Financial Advisors | Mar 2026 | 3.2k | $376k |
| Kfg Wealth Management | Mar 2026 | 2.3k | $262k |
| Belpointe Asset Management | Mar 2026 | 1.8k | $213k |