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 137 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,851,970
shares
|
$57.4 Million
0.02% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,172,900
shares
|
$43.8 Million
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,994,801
shares
|
$40.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,837,577
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,152,972
shares
|
$23.2 Million
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,101,222
shares
|
$22.2 Million
0.01% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
941,215
shares
|
$19 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
730,182
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
572,383
shares
|
$11.5 Million
0.46% of portfolio
|
Q2 2025
Added 886.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
498,833
shares
|
$10 Million
0.02% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
495,423
shares
|
$9.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
470,852
shares
|
$9.48 Million
1.38% of portfolio
|
Q2 2025
Added 237.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
469,408
shares
|
$9.45 Million
0.02% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
452,065
shares
|
$9.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
443,295
shares
|
$8.93 Million
0.02% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
298,828
shares
|
$6.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
212,108
shares
|
$4.27 Million
0.33% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
202,780
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
185,311
shares
|
$3.73 Million
0.01% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
137,517
shares
|
$2.77 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
131,883
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2025
Added 55.57%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
124,300
shares
|
$2.5 Million
0.16% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
104,870
shares
|
$2.11 Million
0.03% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
103,247
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
103,038
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 0.55%
|