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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
12,782
shares
|
$240,557
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,618
shares
|
$237,470
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,500
shares
|
$235,250
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
12,299
shares
|
$231,467
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
12,172
shares
|
$229,077
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
12,149
shares
|
$228,644
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
11,847
shares
|
$222,960
0.02% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11,635
shares
|
$218,970
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,590
shares
|
$218,123
0.0% of portfolio
|
Q4 2024
Added 2475.56%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,830
shares
|
$203,820
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,502
shares
|
$197,647
0.05% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
10,360
shares
|
$194,975
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
8,318
shares
|
$156,544
0.02% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
7,551
shares
|
$142,109
0.05% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,415
shares
|
$139,550
0.01% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
7,323
shares
|
$137,818
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,884
shares
|
$129,556
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$105,392
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$92,763
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,784
shares
|
$90,034
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
4,688
shares
|
$88,228
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,660
shares
|
$87,701
0.01% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$84,690
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,482
shares
|
$84,351
0.01% of portfolio
|
Q4 2024
Reduced 36.86%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
4,462
shares
|
$83,974
0.03% of portfolio
|
Q4 2024
New holding
|