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 138 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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,179
shares
|
$280,602
0.01% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
14,145
shares
|
$279,929
0.3% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,767
shares
|
$272,448
0.01% of portfolio
|
Q3 2025
Added 27.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,420
shares
|
$265,581
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
12,766
shares
|
$252,639
0.09% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
12,702
shares
|
$251,372
0.11% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,675
shares
|
$250,838
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
12,500
shares
|
$247,375
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
12,299
shares
|
$243,397
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,635
shares
|
$230,256
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,303
shares
|
$223,686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,832
shares
|
$214,365
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,354
shares
|
$204,905
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
7,016
shares
|
$138,846
0.0% of portfolio
|
Q4 2025
Reduced 5.37%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,691
shares
|
$132,414
0.02% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,565
shares
|
$129,921
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,305
shares
|
$124,775
0.01% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$110,824
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,966
shares
|
$98,277
0.01% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,959
shares
|
$98,138
0.0% of portfolio
|
Q3 2025
Added 11170.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$97,544
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,766
shares
|
$94,319
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
4,593
shares
|
$90,895
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$89,055
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
4,353
shares
|
$86,145
0.0% of portfolio
|
Q4 2025
Added 7.48%
|
|