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 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,151,354
shares
|
$79.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 94.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,634,410
shares
|
$50.6 Million
0.02% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,224,564
shares
|
$42.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,145,117
shares
|
$41.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,137,345
shares
|
$41.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,015,382
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
958,620
shares
|
$18.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
933,681
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
730,182
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
661,543
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
460,178
shares
|
$8.84 Million
0.01% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
438,955
shares
|
$8.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
426,822
shares
|
$8.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
418,075
shares
|
$8.04 Million
0.02% of portfolio
|
Q1 2025
Added 65.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
305,363
shares
|
$5.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
233,941
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
228,193
shares
|
$4.39 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
212,108
shares
|
$4.08 Million
0.33% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
172,897
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
139,342
shares
|
$2.68 Million
0.43% of portfolio
|
Q1 2025
Added 130.13%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
137,687
shares
|
$2.65 Million
0.78% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
135,450
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2022
Added 4.76%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
121,965
shares
|
$2.34 Million
0.87% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
118,800
shares
|
$2.28 Million
0.17% of portfolio
|
Q1 2025
Added 45.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
117,965
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.25%
|