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 140 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $395 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 |
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
96,215
shares
|
$1.91 Million
0.69% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
94,176
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
91,654
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
78,614
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
75,127
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 65.89%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
74,536
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
68,922
shares
|
$1.37 Million
1.94% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
63,722
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
62,100
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
61,860
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 204.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
60,205
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
55,349
shares
|
$1.1 Million
0.75% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
53,404
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
51,203
shares
|
$1.01 Million
0.61% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,024
shares
|
$990,975
0.01% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
49,382
shares
|
$978,257
0.0% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
46,515
shares
|
$921,462
0.19% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
46,084
shares
|
$912,924
0.0% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
40,696
shares
|
$806,187
0.03% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,836
shares
|
$769,341
0.0% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,727
shares
|
$747,371
0.0% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
35,459
shares
|
$702,442
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
35,000
shares
|
$693,350
0.08% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
29,559
shares
|
$585,563
0.11% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
28,634
shares
|
$567,239
0.02% of portfolio
|
Q2 2025
Added 0.46%
|