Purchases and Sales Made in Q3 2025 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO CEF INCOME COMPOSITE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
320K+ 55.92% |
$6.24M - $6.48M
|
892K
$17.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
73.5K+ 76.44% |
$1.43M - $1.49M
|
170K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.4K+ 2.96% |
$1.26M - $1.3M
|
2.24M
$44.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.6K+ 11.54% |
$1.12M - $1.17M
|
556K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
57.3K+ 12.17% |
$1.12M - $1.16M
|
528K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
48.7KNew |
$949K - $985K
|
48.7K
$963K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.5K+ 1.63% |
$906K - $941K
|
2.9M
$57.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43.6K+ 33.07% |
$850K - $883K
|
175K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.6KNew |
$810K - $841K
|
41.6K
$823K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37K+ 2.01% |
$722K - $749K
|
1.87M
$37.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
25.6K+ 840.77% |
$499K - $518K
|
28.7K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.3K+ 384.58% |
$493K - $512K
|
31.9K
$630K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
21.3K+ 17.18% |
$416K - $432K
|
146K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.5K+ 1.69% |
$380K - $394K
|
1.17M
$23.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 25.98% |
$250K - $260K
|
62.2K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 4.16% |
$243K - $252K
|
311K
$6.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$220K - $229K
|
11.3K
$224K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.36K+ 10.63% |
$163K - $169K
|
87K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.64K+ 0.51% |
$110K - $114K
|
1.11M
$21.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
5.17K+ 4.93% |
$101K - $105K
|
110K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.07K+ 23.15% |
$98.8K - $103K
|
27K
$533K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.92K+ 11170.45% |
$95.8K - $99.5K
|
4.96K
$98.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.85K+ 13.67% |
$94.5K - $98.1K
|
40.3K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.52K+ 22.7% |
$88K - $91.4K
|
24.4K
$483K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.18K+ 6.21% |
$62K - $64.4K
|
54.4K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 27.74% |
$58.3K - $60.5K
|
13.8K
$272K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.71K+ 22.23% |
$52.8K - $54.9K
|
14.9K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.16K+ 5.56% |
$42.1K - $43.7K
|
41K
$811K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.15K+ 3.88% |
$41.9K - $43.5K
|
57.5K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.98KNew |
$38.6K - $40.1K
|
1.98K
$39.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.96KNew |
$38.3K - $39.7K
|
1.96K
$38.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.89K+ 7.34% |
$36.9K - $38.3K
|
27.7K
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.74KNew |
$33.9K - $35.2K
|
1.74K
$34.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47K+ 11.55% |
$28.6K - $29.7K
|
14.2K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.44K+ 9.48% |
$28.2K - $29.2K
|
16.7K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.43K+ 9.52% |
$27.9K - $29K
|
16.5K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 0.3% |
$25.5K - $26.5K
|
445K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.03KNew |
$20K - $20.8K
|
1.03K
$20.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
812New |
$15.8K - $16.4K
|
812
$16.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
650+ 2.78% |
$12.7K - $13.2K
|
24K
$475K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
538+ 2.51% |
$10.5K - $10.9K
|
22K
$435K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
406+ 1.5% |
$7.92K - $8.22K
|
27.5K
$545K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
315+ 0.51% |
$6.14K - $6.38K
|
62.4K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Boxwood Ventures, Inc.
|
BUY
|
- |
298+ 2.0% |
$5.81K - $6.03K
|
15.2K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
263+ 2.0% |
$5.13K - $5.32K
|
13.4K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
113+ 2.33% |
$2.2K - $2.29K
|
4.97K
$98.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
93+ 1.99% |
$1.81K - $1.88K
|
4.77K
$94.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
93+ 0.87% |
$1.81K - $1.88K
|
10.8K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
50+ 1.1% |
$975 - $1.01K
|
4.59K
$90.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.32% |
$410 - $425
|
6.57K
$130K
|
|