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 $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,656
shares
|
$567,102
0.0% of portfolio
|
Q3 2025
Added 840.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
28,637
shares
|
$566,726
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
27,712
shares
|
$548,420
0.0% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
27,543
shares
|
$545,075
0.02% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
26,955
shares
|
$533,439
0.29% of portfolio
|
Q3 2025
Added 23.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
25,567
shares
|
$505,970
0.0% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
25,000
shares
|
$494,750
0.05% of portfolio
|
Q4 2023
Reduced 6.58%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
24,984
shares
|
$494,433
0.09% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
24,401
shares
|
$482,895
0.15% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
24,014
shares
|
$475,237
0.34% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
21,965
shares
|
$434,687
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
20,415
shares
|
$404,012
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
19,418
shares
|
$384,282
0.0% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,968
shares
|
$375,376
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
18,941
shares
|
$374,842
0.08% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
17,190
shares
|
$340,190
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
16,676
shares
|
$330,018
0.0% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
16,480
shares
|
$326,139
0.01% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
15,704
shares
|
$310,782
0.03% of portfolio
|
Q4 2022
Added 52.41%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$302,549
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,263
shares
|
$302,054
0.01% of portfolio
|
Q2 2025
Reduced 72.01%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2025 Q3 2025 |
15,191
shares
|
$300,629
0.35% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
14,998
shares
|
$296,810
0.1% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,899
shares
|
$294,851
0.0% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$283,234
0.01% of portfolio
|
Q1 2024
New holding
|
|