Who owns Invesco unit investment?

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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
Gradient Investments 6.2M $432M 1062535% Mar 2021
Bank of America Corporation 1.5M $105M 78% Mar 2021
Royal Bank of Canada 1.1M $76M 67% Mar 2021
RiverFront Investment Group 414k $29M -3% Mar 2021
LPL Financial 414k $29M 262% Mar 2021
Raymond James Financial Services Advisors 393k $27M 2868% Mar 2021
Wells Fargo & Company 373k $26M 90% Mar 2021
Goldman Sachs Group 355k $25M 18% Mar 2021
Oppenheimer & Co 288k $20M 2856% Mar 2021
Cambridge Investment Research Advisors 252k $18M 31% Mar 2021
Advisor Group Holdings 247k $17M 815% Mar 2021

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D. Scott Neal 243k $17M 100% Mar 2021
Raymond James & Associates 241k $17M 1% Mar 2021
Sigma Planning 236k $16M 10% Mar 2021
Mml Investors Services 155k $11M 10% Mar 2021
Clear Perspective Advisors 146k $10M 94% Mar 2021
Deane Retirement Strategies 126k $8.9M 5% Mar 2021
AE Wealth Management 112k $7.8M 100% Mar 2021
Teamwork Financial Advisors 111k $7.7M 100% Mar 2021
Envestnet Asset Management 108k $7.5M 93% Mar 2021
Hilltop Holdings 107k $6.1M 100% Dec 2020
NTV Asset Management 99k $6.9M 25% Mar 2021
Ferguson Shapiro 92k $6.4M 100% Mar 2021
Ayalon Holdings 87k $6.2M 18% Mar 2021
Janney Montgomery Scott 86k $6.0M 6% Mar 2021
Cardan Capital Partners 82k $5.7M -29% Mar 2021
Susquehanna International 82k $5.7M -4% Mar 2021
SMI Advisory Services 82k $5.7M 100% Mar 2021
Steward Partners Investment Advisory 70k $4.9M 100% Mar 2021
UBS Group 63k $4.4M -13% Mar 2021
Kestra Advisory Services 56k $3.9M 182% Mar 2021
Ameriprise Financial 55k $3.8M 44% Mar 2021
Stratos Wealth Advisors 50k $3.5M 1029% Mar 2021
WESPAC Advisors 49k $3.4M -1% Mar 2021
Atria Investments 44k $3.0M -21% Mar 2021
Synergy Financial Management 44k $3.0M 100% Mar 2021
Stifel Financial 41k $2.9M 32% Mar 2021
Weaver Consulting Group 38k $2.7M 272% Mar 2021
Fulcrum Equity Management 38k $2.6M -3% Mar 2021
Branch Banking & Trust Company 38k $2.6M 6% Mar 2021
Financial Network Investment Corporation 37k $2.6M 655% Mar 2021
E&G Advisors 36k $2.5M 165% Mar 2021
Aviance Capital Partners 30k $2.1M 100% Mar 2021
Stewardship Advisors 29k $2.0M 100% Mar 2021
Baird Financial 28k $1.9M 411% Mar 2021
Coppell Advisory Solutions 27k $1.5M 100% Dec 2020
Mutual Advisors 27k $1.9M -24% Mar 2021
Goss Wealth Management 24k $1.6M -2% Mar 2021
Proficio Capital Partners 23k $1.6M 100% Mar 2021
Sandbox Financial Partners 23k $1.6M 404% Mar 2021
IFP Advisors 22k $1.5M 168% Mar 2021
CIBC World Markets 22k $1.5M 350% Mar 2021
Renaissance Technologies 22k $1.5M -2% Mar 2021
Scotia Capital 22k $1.5M 51% Mar 2021
Ciovacco Capital Management 21k $1.5M 39% Mar 2021
Oppenheimer Asset Management 21k $1.2M -2% Dec 2020
Koshinski Asset Management 21k $1.4M 1% Mar 2021
Citadel Advisors 21k $1.4M -80% Mar 2021
Private Advisor 20k $1.4M 142% Mar 2021
GeoWealth Management 19k $1.3M 4% Mar 2021
Source Financial Advisors 19k $1.3M 3% Mar 2021
Centric Wealth Management 18k $1.3M -33% Mar 2021
Creative Planning 13k $899k 100% Mar 2021
Brookstone Capital Management 13k $867k 100% Mar 2021
Belvedere Trading 12k $855k 100% Mar 2021
Orion Portfolio Solutions 12k $836k 166% Mar 2021
Commonwealth Equity Services 12k $814k 74% Mar 2021
Equitable Holdings 11k $779k 208% Mar 2021
Deutsche Bank Aktiengesellschaft 10k $711k 100% Mar 2021
Summit Financial 10k $710k 67% Mar 2021
Capital Advisors 10k $698k 2% Mar 2021
Ausdal Financial Partners 10k $695k 100% Mar 2021
Rockefeller Capital Management 9.7k $673k 100% Mar 2021
Cutler 9.5k $657k 232% Mar 2021
Wolverine Trading 7.6k $530k 100% Mar 2021
H D Vest Advisory Services 7.5k $522k 100% Mar 2021
Fort Sheridan Advisors 7.5k $520k 100% Mar 2021
Millennium Management 6.2k $351k 100% Dec 2020
Trexquant Investment 5.8k $406k 100% Mar 2021
Vestmark Advisory Solutions 5.8k $405k 2% Mar 2021
Koss-Olinger Consulting 5.5k $385k 100% Mar 2021
Aurum Wealth Management Group 5.5k $383k 100% Mar 2021
Optimum Investment Advisors 5.2k $360k 100% Mar 2021
Chicago Partners Investment 5.2k $371k 100% Mar 2021
HBW Advisory Services 4.8k $335k 100% Mar 2021
Financial Architects 4.3k $246k 100% Dec 2020
HighTower Advisors 4.3k $299k 100% Mar 2021
Capital Investment Advisory Services 4.3k $296k 16% Mar 2021
Kovack Advisors 4.1k $284k -18% Mar 2021
Townsend Asset Management Corp 4.0k $280k 0% Mar 2021
Laurel Wealth Advisors 3.8k $263k 100% Mar 2021
Sowell Financial Services 3.0k $227k 13% Mar 2021
New England Professional Planning 2.9k $220k 100% Mar 2021
TRUE Private Wealth Advisors 2.9k $203k 100% Mar 2021
Dfpg Investments 2.9k $205k -37% Mar 2021
Townsquare Capital 2.9k $200k -34% Mar 2021
Simplex Trading 2.0k $139.000000 100% Mar 2021
NEXT Financial 2.0k $136k -1% Mar 2021
CWM 1.6k $109k 100% Mar 2021
Capital Analysts 1.5k $87k 100% Dec 2020
Money Concepts Capital Corp 1.3k $74k 100% Dec 2020
Captrust Financial Advisors 944.00 $66k 655% Mar 2021
Jpmorgan Chase & Co 920.00 $64k 1214% Mar 2021
Pnc Financial Services 642.00 $45k -72% Mar 2021
Tradition Wealth Management 630.00 $44k 0% Mar 2021
Horrell Capital Management 600.00 $42k 100% Mar 2021
Trustcore Financial Services 599.00 $42k 1% Mar 2021
Manchester Financial 375.00 $26k 2400% Mar 2021
Geneos Wealth Management 375.00 $26k 100% Dec 2020
Archer Investment Corp 364.00 $25k 0% Mar 2021
FormulaFolio Investments 262.00 $19k 100% Mar 2021
Fifth Third Bancorp 260.00 $18k 0% Mar 2021
Lakeview Capital Partners 252.00 $18k -37% Mar 2021
Wealthcare Advisory Partners 242.00 $17k 100% Mar 2021
Retirement Group 184.00 $13k 0% Mar 2021
City Holding 175.00 $12k 100% Mar 2021
Benjamin F. Edwards & Company 164.00 $11k 9% Mar 2021
Pinnacle Bank 156.00 $11k 420% Mar 2021
Tower Research Capital 149.00 $10k 381% Mar 2021
Hudock Moyer Wealth Resources 140.00 $9.0k 0% Mar 2021
FMR 126.00 $9.0k -27% Mar 2021
Ambassador Advisors 57.00 $4.0k 100% Mar 2021
Signature 45.00 $3.0k 0% Mar 2021
Disciplined Investments 45.00 $3.0k 0% Mar 2021
Harbour Investments 23.00 $2.0k 100% Mar 2021
Citigroup 3.00 $0 0% Mar 2021

Who sold out of Invesco unit investment?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 963k $55M
Mainstay Capital Management Dec 2020 652k $37M
Cornerstone Wealth Group Dec 2020 53k $3.0M
Qube Research & Technologies Dec 2020 43k $2.4M
PFG Financial Advisors Dec 2020 31k $1.8M
Jane Street Dec 2020 16k $918k
Flow Traders US Sep 2020 15k $634k
BCJ Capital Management Dec 2020 14k $800k
Hrt Financial Dec 2020 12k $692k
Northwestern Mutual Wealth Management Company Dec 2020 43.00 $2.0k
AlphaCore Capital Dec 2020 5.00 $0