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 |
|---|---|---|---|---|---|
| Assetmark | 1.1M | $99M | 100% | Mar 2024 |
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| Wells Fargo & Company | 403k | $35M | -15% | Mar 2024 |
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| Cambridge Investment Research Advisors | 220k | $19M | 3030% | Mar 2024 |
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| Bank of America Corporation | 216k | $19M | -73% | Mar 2024 |
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| Morgan Stanley | 209k | $18M | -14% | Mar 2024 |
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| Raymond James & Associates | 203k | $18M | -6% | Mar 2024 |
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| LPL Financial | 186k | $16M | -58% | Mar 2024 |
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| Royal Bank of Canada | 139k | $12M | -10% | Mar 2024 |
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| Goldman Sachs Group | 135k | $12M | 263% | Mar 2024 |
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| Susquehanna International | 121k | $11M | 209% | Mar 2024 |
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| Advisor Group Holdings | 118k | $10M | 140% | Mar 2024 |
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| Fischer Investment Strategies | 109k | $9.0M | 100% | Dec 2023 |
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| Jane Street | 106k | $9.3M | 33% | Mar 2024 |
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| Wealth Quarterback | 88k | $7.7M | 100% | Mar 2024 |
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| Citadel Advisors | 84k | $7.4M | 139% | Mar 2024 |
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| Envestnet Asset Management | 81k | $7.1M | 80% | Mar 2024 |
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| Jpmorgan Chase & Co | 81k | $7.1M | 295% | Mar 2024 |
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| NTV Asset Management | 52k | $4.6M | -11% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 49k | $4.3M | -2% | Mar 2024 |
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| Deane Retirement Strategies | 45k | $3.9M | 100% | Mar 2024 |
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| Aveo Capital Partners | 43k | $3.6M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 43k | $3.8M | -17% | Mar 2024 |
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| Hilltop Holdings | 40k | $3.5M | 2% | Mar 2024 |
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| Ameriprise Financial | 40k | $3.5M | -37% | Mar 2024 |
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| Hrt Financial | 37k | $3.2M | -41% | Mar 2024 |
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| D. E. Shaw & Co | 35k | $3.1M | 613% | Mar 2024 |
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| UBS Group | 33k | $2.9M | -2% | Mar 2024 |
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| Sykon Capital | 33k | $2.9M | -75% | Mar 2024 |
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| E&G Advisors | 28k | $2.5M | -1% | Mar 2024 |
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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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| D.A. Davidson & Co. | 26k | $2.2M | -6% | Mar 2024 |
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| Creative Planning | 23k | $2.0M | -46% | Mar 2024 |
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| Csenge Advisory Group | 21k | $1.8M | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 20k | $1.8M | -29% | Mar 2024 |
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| H D Vest Advisory Services | 20k | $1.7M | 235% | Mar 2024 |
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| Capital Investment Advisory Services | 19k | $1.7M | 14% | Mar 2024 |
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| Ascent Group | 15k | $1.3M | 100% | Mar 2024 |
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| Summit Financial | 13k | $1.2M | -4% | Mar 2024 |
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| Private Advisor | 12k | $1.1M | 23% | Mar 2024 |
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| Cumberland Partners | 12k | $1.1M | -76% | Mar 2024 |
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| L.m. Kohn & Company | 12k | $1.1M | 100% | Mar 2024 |
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| PFG Advisors | 12k | $1.0M | 0% | Mar 2024 |
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| Proficio Capital Partners | 12k | $1.0M | -53% | Mar 2024 |
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| Beaumont Capital Management | 11k | $1.0M | 100% | Mar 2024 |
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| Kestra Advisory Services | 11k | $884k | 3% | Dec 2023 |
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| Legacy Financial Strategies | 11k | $922k | 0% | Mar 2024 |
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| Commonwealth Equity Services | 10k | $896k | -4% | Mar 2024 |
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| Capital Advisors | 10k | $881k | 0% | Mar 2024 |
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| Oppenheimer Asset Management | 9.0k | $791k | -13% | Mar 2024 |
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| Toroso Investments | 9.0k | $786k | 1% | Mar 2024 |
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| Stratos Wealth Partners | 8.2k | $718k | 204% | Mar 2024 |
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| Koshinski Asset Management | 8.1k | $711k | -19% | Mar 2024 |
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| Goss Wealth Management | 7.9k | $694k | -54% | Mar 2024 |
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| Atria Wealth Solutions | 7.4k | $651k | 173% | Mar 2024 |
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| Weaver Consulting Group | 7.2k | $629k | 0% | Mar 2024 |
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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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| Bank Of Montreal | 6.8k | $600k | 27% | Mar 2024 |
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| New England Professional Planning | 5.8k | $511k | -19% | Mar 2024 |
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| Stratos Wealth Advisors | 5.5k | $480k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 5.3k | $467k | 100% | Mar 2024 |
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| Tower Research Capital | 5.3k | $462k | 12135% | Mar 2024 |
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| TRUE Private Wealth Advisors | 4.8k | $425k | 1% | Mar 2024 |
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| Quadcap Wealth Management | 4.8k | $424k | -1% | Mar 2024 |
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| HighTower Advisors | 4.7k | $416k | -3% | Mar 2024 |
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| Two Sigma Investments | 4.7k | $412k | -88% | Mar 2024 |
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| Integrated Wealth Concepts | 4.6k | $402k | 100% | Mar 2024 |
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| Gradient Investments | 4.4k | $385k | -7% | Mar 2024 |
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| Hanlon Investment Management | 4.4k | $383k | 100% | Mar 2024 |
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| One Wealth Management Investment & Advisory Services | 4.3k | $378k | -25% | Mar 2024 |
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| Prospera Financial Services | 4.3k | $355k | 100% | Dec 2023 |
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| Vontobel Holding | 4.3k | $373k | -31% | Mar 2024 |
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| Townsend Asset Management Corp | 4.0k | $354k | 0% | Mar 2024 |
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| Flow Traders US | 4.0k | $351k | 100% | Mar 2024 |
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| Advisory Services Network | 4.0k | $349k | 36% | Mar 2024 |
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| Private Advisory | 3.9k | $346k | 17% | Mar 2024 |
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| Betterment | 3.9k | $345k | 2% | Mar 2024 |
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| Ignite Planners | 3.9k | $338k | 100% | Mar 2024 |
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| Sequent Asset Management | 3.8k | $336k | 0% | Mar 2024 |
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| Fingerlakes Wealth Management | 3.5k | $306k | 0% | Mar 2024 |
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| Idaho Trust Bank | 3.5k | $306k | 100% | Mar 2024 |
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| Secure Asset Management | 3.1k | $275k | 100% | Mar 2024 |
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| XML Financial | 3.1k | $275k | 1% | Mar 2024 |
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| Tudor Investment Corporation | 2.9k | $251k | 100% | Mar 2024 |
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| Chicago Wealth Management | 2.8k | $244k | 100% | Mar 2024 |
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| Brian McDonald | 2.7k | $240k | -69% | Mar 2024 |
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| Colony | 2.6k | $228k | 0% | Mar 2024 |
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| MGB Wealth Management | 2.6k | $224k | 17% | Mar 2024 |
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| Oppenheimer & Co | 2.4k | $207k | 100% | Mar 2024 |
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| CWM | 2.1k | $182k | 30% | Mar 2024 |
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| TD Waterhouse Canada | 1.8k | $187k | -14% | Mar 2024 |
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| Global Retirement Partners | 1.1k | $100k | 4472% | Mar 2024 |
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| Hanson McClain Advisors | 1.1k | $99k | 4258% | Mar 2024 |
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| FMR | 1.0k | $92k | 1% | Mar 2024 |
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| Pnc Financial Services | 968.00 | $85k | 0% | Mar 2024 |
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| Guardian Wealth Management | 872.00 | $77k | 100% | Mar 2024 |
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| Parallel Advisors | 840.00 | $74k | 16% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 706.00 | $62k | 0% | Mar 2024 |
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| VitalStone Financial | 653.00 | $57k | -77% | Mar 2024 |
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| Horrell Capital Management | 615.00 | $54k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 612.00 | $50k | 100% | Dec 2023 |
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| Delos Wealth Advisors | 598.00 | $53k | -5% | Mar 2024 |
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| Archer Investment Corp | 364.00 | $32k | 0% | Mar 2024 |
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| Principal Securities | 287.00 | $25k | 100% | Mar 2024 |
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| Milestone Group | 245.00 | $22k | 0% | Mar 2024 |
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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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| William Blair $ Company | 196.00 | $17k | 100% | Mar 2024 |
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| Retirement Group | 184.00 | $16k | 0% | Mar 2024 |
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| City Holding | 175.00 | $15k | 0% | Mar 2024 |
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| Citigroup | 144.00 | $13k | 454% | Mar 2024 |
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| Founders Financial Alliance | 121.00 | $11k | 100% | Mar 2024 |
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| Optimum Investment Advisors | 111.00 | $9.7k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 105.00 | $9.2k | 0% | Mar 2024 |
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| Headlands Technologies | 60.00 | $5.3k | 100% | Mar 2024 |
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| Pinnacle Bank | 37.00 | $3.2k | 0% | Mar 2024 |
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| Cutler | 35.00 | $3.0k | -99% | Mar 2024 |
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| Tidemark | 34.00 | $3.0k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 30.00 | $3.0k | 0% | Mar 2024 |
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| Sittner & Nelson | 28.00 | $2.5k | 100% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 6.00 | $526.000200 | 100% | Mar 2024 |
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Who sold out of Invesco unit investment?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kfg Wealth Management | Dec 2023 | 95k | $7.8M |
| Vestmark Advisory Solutions | Dec 2023 | 55k | $4.5M |
| Gts Securities | Dec 2023 | 43k | $3.6M |
| FSC Wealth Advisors | Dec 2023 | 40k | $3.3M |
| Synergy Financial Management | Dec 2023 | 38k | $3.2M |
| Money Concepts Capital Corp | Dec 2023 | 20k | $1.6M |
| Qube Research & Technologies | Sep 2023 | 12k | $870k |
| Two Sigma Advisers | Dec 2023 | 10k | $857k |
| Jackson Wealth Management | Sep 2023 | 7.8k | $544k |
| Win Advisors | Dec 2023 | 5.8k | $479k |
| Simplex Trading | Dec 2023 | 5.3k | $432k |
| Bank of New York Mellon | Dec 2023 | 5.1k | $424k |
| Greenwood Capital Associates | Dec 2023 | 4.8k | $394k |
| Commonwealth Financial Services | Sep 2023 | 3.4k | $241k |
| Vigilare Wealth Management | Dec 2023 | 3.1k | $252k |
| Wolverine Trading | Dec 2023 | 3.0k | $247k |
| SPC Financial | Dec 2023 | 2.6k | $214k |
| Geneos Wealth Management | Dec 2023 | 912.00 | $75k |
| Annapolis Financial Services | Dec 2023 | 213.00 | $18k |
| Riggs Asset Managment | Dec 2023 | 153.00 | $13k |
| Private Trust Co Na | Dec 2023 | 68.00 | $5.6k |
| ORG Partners | Dec 2023 | 60.00 | $4.9k |
| Park Place Capital Corp | Dec 2023 | 39.00 | $3.2k |