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 138 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,151,354
shares
|
$76.6 Million
1.17% of portfolio
|
Q1 2025
Reduced 94.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,634,410
shares
|
$48.6 Million
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,239,562
shares
|
$41.3 Million
0.01% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,103,478
shares
|
$38.8 Million
0.0% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,081,260
shares
|
$38.4 Million
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,661,564
shares
|
$30.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
968,208
shares
|
$17.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
958,620
shares
|
$17.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
919,381
shares
|
$17 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
730,182
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
625,241
shares
|
$11.5 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
480,288
shares
|
$8.86 Million
0.02% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
451,201
shares
|
$8.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
438,955
shares
|
$8.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
418,075
shares
|
$7.71 Million
0.02% of portfolio
|
Q1 2025
Added 65.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
333,136
shares
|
$6.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
233,941
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
212,108
shares
|
$3.91 Million
0.33% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
204,742
shares
|
$3.78 Million
1.35% of portfolio
|
Q4 2024
Added 41.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
188,552
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
176,715
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
159,286
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
137,687
shares
|
$2.54 Million
0.78% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
135,450
shares
|
$2.5 Million
0.05% of portfolio
|
Q4 2022
Added 4.76%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
118,800
shares
|
$2.19 Million
0.17% of portfolio
|
Q1 2025
Added 45.59%
|