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 $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
94,248
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
87,845
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
86,334
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
85,320
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
81,600
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2024
Added 99.51%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
76,913
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
68,922
shares
|
$1.3 Million
1.94% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
66,122
shares
|
$1.24 Million
0.2% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
59,222
shares
|
$1.11 Million
0.84% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
58,468
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
56,060
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
52,024
shares
|
$979,091
0.19% of portfolio
|
Q4 2024
Reduced 32.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
49,197
shares
|
$925,887
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,141
shares
|
$924,833
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
46,254
shares
|
$870,500
0.58% of portfolio
|
Q4 2024
Added 36.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
44,446
shares
|
$836,473
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
43,633
shares
|
$821,173
0.02% of portfolio
|
Q4 2024
Added 16.39%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
43,380
shares
|
$816,411
0.19% of portfolio
|
Q2 2022
Added 35.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
43,374
shares
|
$816,298
0.01% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
43,153
shares
|
$812,139
0.05% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
43,026
shares
|
$809,749
0.03% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,343
shares
|
$759,255
0.0% of portfolio
|
Q4 2024
Added 85.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,638
shares
|
$689,527
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
35,000
shares
|
$658,700
0.08% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,489
shares
|
$649,082
0.0% of portfolio
|
Q4 2024
Added 25.05%
|