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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
29,046
shares
|
$546,645
0.02% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
28,981
shares
|
$545,422
0.03% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
25,949
shares
|
$488,360
0.0% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
24,785
shares
|
$466,453
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
24,712
shares
|
$465,079
0.1% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
23,288
shares
|
$438,280
0.01% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
20,901
shares
|
$393,356
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
20,895
shares
|
$393,243
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
20,072
shares
|
$377,755
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,968
shares
|
$356,977
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
18,941
shares
|
$356,469
0.11% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
18,895
shares
|
$355,603
0.27% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
17,500
shares
|
$329,350
0.05% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
15,912
shares
|
$299,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
15,704
shares
|
$295,549
0.03% of portfolio
|
Q4 2022
Added 52.41%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,632
shares
|
$294,194
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
15,493
shares
|
$291,578
0.1% of portfolio
|
Q4 2024
Added 27.37%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$287,720
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
15,094
shares
|
$284,069
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$269,351
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Boxwood Ventures, Inc.
|
Feb 12, 2025 Q4 2024 |
14,283
shares
|
$268,806
0.38% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,247
shares
|
$268,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
14,194
shares
|
$267,131
0.1% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,940
shares
|
$262,350
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
13,615
shares
|
$256,234
0.21% of portfolio
|
Q4 2024
Added 2.08%
|