Institutional Ownership Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,898,455
shares
|
$57.4 Million
0.02% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,237,312
shares
|
$44.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,970,793
shares
|
$39 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,874,602
shares
|
$37.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,172,462
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,106,861
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
938,938
shares
|
$18.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
892,450
shares
|
$17.7 Million
0.66% of portfolio
|
Q3 2025
Added 55.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
730,182
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
556,410
shares
|
$11 Million
0.01% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
528,169
shares
|
$10.5 Million
1.27% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
444,605
shares
|
$8.8 Million
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
444,301
shares
|
$8.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
440,204
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
423,347
shares
|
$8.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
311,264
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
212,108
shares
|
$4.2 Million
0.33% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
201,914
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
181,371
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
175,494
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2025
Added 33.07%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
169,758
shares
|
$3.36 Million
1.13% of portfolio
|
Q3 2025
Added 76.44%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
145,649
shares
|
$2.88 Million
0.18% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
137,417
shares
|
$2.72 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
110,037
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
102,781
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|