Who owns Invesco unit investment?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 6.5M $490M 4% Jun 2021
Bank of America Corporation 2.0M $149M 31% Jun 2021
Royal Bank of Canada 1.3M $101M 21% Jun 2021
Morgan Stanley 887k $67M 100% Jun 2021
LPL Financial 777k $59M 88% Jun 2021
Wells Fargo & Company 527k $40M 41% Jun 2021
Advisors Preferred 466k $36M 100% Jun 2021
Raymond James Financial Services Advisors 406k $30M -44% Sep 2021
Affinity Wealth Management 374k $28M 0% Sep 2021
Oppenheimer & Co 331k $25M 15% Jun 2021
Raymond James & Associates 285k $21M 6% Sep 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Invesco unit investment?

D. Scott Neal 280k $21M 0% Sep 2021
Mml Investors Services 188k $14M 21% Jun 2021
Envestnet Asset Management 147k $11M 6% Sep 2021
Sigma Planning 143k $10M -53% Sep 2021
Clear Perspective Advisors 138k $10M -2% Sep 2021
Deane Retirement Strategies 130k $9.8M 3% Jun 2021
Ameriprise Financial 126k $9.5M 128% Jun 2021
Susquehanna International 123k $9.3M 50% Jun 2021
NTV Asset Management 99k $7.5M 0% Jun 2021
UBS Group 90k $6.8M 42% Jun 2021
SMI Advisory Services 90k $6.8M 10% Jun 2021
Janney Montgomery Scott 89k $6.5M 0% Sep 2021
Bedell Investment Counselling 86k $6.3M 100% Sep 2021
Ayalon Holdings 86k $6.6M -1% Jun 2021
RiverFront Investment Group 85k $6.2M -79% Sep 2021
Stewardship Advisors 82k $6.2M 179% Jun 2021
Advisor Group Holdings 75k $5.5M -52% Sep 2021
Citadel Advisors 74k $5.6M 258% Jun 2021
Hilltop Holdings 73k $5.5M -29% Jun 2021
Teamwork Financial Advisors 70k $5.3M -37% Jun 2021
G&S Capital 68k $5.2M 100% Jun 2021
Fulcrum Equity Management 68k $5.1M 79% Jun 2021
Northwestern Mutual Wealth Management Company 65k $4.9M 100% Jun 2021
Weaver Consulting Group 65k $4.7M 24% Sep 2021
Private Advisor 61k $4.6M 207% Jun 2021
Kestra Advisory Services 59k $4.5M 5% Jun 2021
Cutler 57k $398k 504% Jun 2021
U.S. Capital Wealth Advisors 57k $4.1M 100% Sep 2021
Stifel Financial 42k $3.2M 1% Jun 2021
GeoWealth Management 40k $2.9M 112% Sep 2021
Delos Wealth Advisors 38k $2.8M 100% Sep 2021
Arete Wealth Advisors 38k $2.8M 100% Jun 2021
Branch Banking & Trust Company 37k $2.7M -2% Sep 2021
Oppenheimer Asset Management 34k $2.6M -1% Jun 2021
Scotia Capital 32k $2.4M 47% Jun 2021
Vestmark Advisory Solutions 31k $2.3M 424% Jun 2021
Aviance Capital Partners 30k $2.2M 0% Sep 2021
Goss Wealth Management 29k $2.1M 67% Sep 2021
Financial Services Advisory 28k $2.0M 0% Sep 2021
AE Wealth Management 28k $2.0M -61% Sep 2021
Mutual Advisors 27k $2.0M 0% Jun 2021
Financial Architects 22k $1.7M 2% Jun 2021
Cambridge Investment Research Advisors 19k $1.4M -62% Sep 2021
Belvedere Trading 19k $1.3M 55% Jun 2021
WESPAC Advisors 19k $1.4M -62% Jun 2021
Source Financial Advisors 19k $1.4M 1% Jun 2021
Centric Wealth Management 18k $1.4M 0% Jun 2021
IFP Advisors 18k $1.3M -20% Jun 2021
Bank of New York Mellon 17k $0 59% Sep 2021
Koss-Olinger Consulting 17k $1.2M 1% Sep 2021
Tower Research Capital 16k $1.2M 10711% Jun 2021
Summit Financial 15k $1.1M 1% Sep 2021
Koshinski Asset Management 14k $1.1M -30% Jun 2021
Equitable Holdings 14k $999k 9% Sep 2021
Rockefeller Capital Management 13k $973k -35% Sep 2021
Kingsview Wealth Management 13k $986k 100% Jun 2021
Renaissance Technologies 12k $899k 100% Sep 2021
Financial Network Investment Corporation 12k $858k -74% Sep 2021
Millennium Management 11k $852k 100% Jun 2021
Capital Advisors 11k $818k 8% Jun 2021
Commonwealth Equity Services 10k $750k -68% Sep 2021
H D Vest Advisory Services 9.5k $719k 27% Jun 2021
Baird Financial 9.0k $656k -69% Sep 2021
Advisory Services Network 8.6k $626k 168% Sep 2021
HBW Advisory Services 8.5k $618k 40% Sep 2021
Barclays 7.8k $587k 100% Jun 2021
South Shore Capital Advisors 7.7k $582k 100% Jun 2021
Penserra Capital Management 7.7k $580k 100% Jun 2021
TRUE Private Wealth Advisors 7.7k $560k -92% Sep 2021
Fort Sheridan Advisors 7.5k $547k 0% Sep 2021
FDx Advisors 7.3k $535k 33% Sep 2021
Proficio Capital Partners 7.2k $543k -69% Jun 2021
Hrt Financial 7.0k $526k 100% Jun 2021
Springbok Capital Management 6.6k $500k 100% Jun 2021
Laurel Wealth Advisors 6.1k $443k 12% Sep 2021
Aurum Wealth Management Group 5.6k $410k 2% Sep 2021
Stratos Wealth Advisors 5.6k $423k -89% Jun 2021
Chicago Partners Investment 5.2k $418k 0% Sep 2021
Capital Investment Advisory Services 5.2k $376k 2% Sep 2021
Synergy Financial Management 5.0k $378k -88% Jun 2021
Kovitz Investment Group Partners 4.7k $344k 100% Sep 2021
New England Professional Planning 4.5k $356k 10% Sep 2021
Private Advisory 4.1k $303k 100% Sep 2021
Prime Capital Investment Advisors 4.1k $310k 100% Jun 2021
Townsend Asset Management Corp 4.0k $294k 0% Sep 2021
HighTower Advisors 3.9k $287k -24% Sep 2021
Optimum Investment Advisors 3.8k $279k -3% Sep 2021
Acorn Wealth Advisors 3.4k $260k 100% Jun 2021
EWG Elevate 3.4k $257k 100% Jun 2021
Ahrens Investment Partners 3.3k $238k -9% Sep 2021
Kovack Advisors 3.0k $222k -11% Sep 2021
First American Trust 3.0k $219k 100% Sep 2021
Legacy Financial Strategies 3.0k $224k 100% Jun 2021
Verity Asset Management 2.9k $217k 100% Jun 2021
Dfpg Investments 2.9k $211k -1% Jun 2021
Orion Portfolio Solutions 2.8k $213k -77% Jun 2021
Townsquare Capital 2.8k $207k -3% Jun 2021
Vigilare Wealth Management 2.8k $211k 100% Jun 2021
Global Retirement Partners 2.7k $195k 0% Sep 2021
NEXT Financial 1.9k $141k -5% Jun 2021
CWM 1.6k $123k 0% Jun 2021
Captrust Financial Advisors 944.00 $71k 0% Jun 2021
Vontobel Holding 800.00 $58k 0% Sep 2021
Horrell Capital Management 621.00 $45k 1% Sep 2021
Trustcore Financial Services 602.00 $44k 0% Sep 2021
Tradition Wealth Management 600.00 $44k 0% Sep 2021
Kistler-Tiffany Advsiors 505.00 $38k 100% Jun 2021
Pnc Financial Services 459.00 $34k 0% Sep 2021
Ambassador Advisors 457.00 $35k 702% Jun 2021
Johnson Midwest Financial 401.00 $29k 100% Sep 2021
Geneos Wealth Management 375.00 $28k 0% Sep 2021
Archer Investment Corp 364.00 $27k 100% Sep 2021
Benjamin F. Edwards & Company 303.00 $22k -25% Sep 2021
Fifth Third Bancorp 260.00 $20k 0% Jun 2021
Larson Financial Group 244.00 $18k 0% Sep 2021
Retirement Group 184.00 $14k 0% Jun 2021
City Holding 175.00 $13k 0% Jun 2021
Harbour Investments 161.00 $12k 0% Jun 2021
Pinnacle Bank 156.00 $12k 0% Jun 2021
Hudock Moyer Wealth Resources 140.00 $10k 0% Sep 2021
FMR 128.00 $10k 2% Jun 2021
FormulaFolio Investments 122.00 $9.0k -53% Jun 2021
Optiver Holding B.V. 72.00 $5.0k 100% Jun 2021
Signature 51.00 $4.0k 0% Sep 2021
Arkadios Wealth Advisors 50.00 $3.0k 100% Jun 2021
Disciplined Investments 45.00 $3.0k 0% Sep 2021
E&G Advisors 0 $0 -100% Jun 2021

Who sold out of Invesco unit investment?

Fund or Company Name Date Sold Shares Held Valued At
Ferguson Shapiro Mar 2021 92k $6.4M
Cardan Capital Partners Jun 2021 81k $6.1M
Steward Partners Investment Advisory Mar 2021 70k $4.9M
Canada Pension Plan Investment Board Mar 2021 50k $3.5M
Atria Investments Jun 2021 32k $2.4M
Sandbox Financial Partners Jun 2021 23k $1.7M
IMC-Chicago Jun 2021 19k $1.4M
Brookstone Capital Management Jun 2021 16k $1.2M
CIBC World Markets Jun 2021 15k $1.1M
Creative Planning Mar 2021 13k $899k
Wolverine Trading Mar 2021 7.6k $530k
Bank Of Montreal Jun 2021 5.8k $436k
Deutsche Bank Aktiengesellschaft Jun 2021 3.7k $281k
Capital Analysts Jun 2021 1.5k $115k
Wealthcare Advisory Partners Mar 2021 242.00 $17k