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 130 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,613
shares
|
$50,143
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,550
shares
|
$48,934
0.04% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,314
shares
|
$44,405
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$38,380
0.0% of portfolio
|
Q3 2021
Reduced 19.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,815
shares
|
$34,829
0.0% of portfolio
|
Q1 2024
Reduced 35.52%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,413
shares
|
$27,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,311
shares
|
$25,158
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,294
shares
|
$24,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,205
shares
|
$23,123
0.0% of portfolio
|
Q3 2024
Reduced 37.17%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$19,190
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
904
shares
|
$17,347
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
896
shares
|
$17,194
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
857
shares
|
$16,445
0.0% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
773
shares
|
$14,833
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
665
shares
|
$12,761
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
462
shares
|
$8,865
0.0% of portfolio
|
Q2 2024
Added 2331.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
450
shares
|
$8,635
0.0% of portfolio
|
Q3 2024
Added 44900.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,661
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
290
shares
|
$5,565
0.0% of portfolio
|
Q3 2024
Reduced 77.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
225
shares
|
$4,317
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
213
shares
|
$4,087
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
149
shares
|
$2,859
0.0% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
146
shares
|
$2,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
100
shares
|
$1,919
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
60
shares
|
$1,151
0.0% of portfolio
|
Q2 2023
New holding
|