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 130 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
95,810
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
94,177
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
81,561
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 50.61%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
77,383
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 31.9%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
71,006
shares
|
$1.38 Million
1.01% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
68,922
shares
|
$1.34 Million
1.94% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
63,391
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
61,030
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
56,236
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
53,463
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
52,683
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
49,556
shares
|
$959,899
0.0% of portfolio
|
Q3 2024
Added 157.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
49,521
shares
|
$959,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
48,836
shares
|
$945,953
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
44,367
shares
|
$859,388
0.01% of portfolio
|
Q3 2024
Added 83.22%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
43,380
shares
|
$840,270
0.19% of portfolio
|
Q2 2022
Added 35.65%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
40,900
shares
|
$792,233
0.06% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
40,839
shares
|
$791,051
0.03% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
39,884
shares
|
$772,553
0.01% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,438
shares
|
$744,544
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
37,488
shares
|
$726,142
0.02% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
35,000
shares
|
$677,950
0.08% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
33,945
shares
|
$657,514
0.46% of portfolio
|
Q3 2024
Added 37.38%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
28,110
shares
|
$544,490
0.12% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
27,848
shares
|
$539,415
0.01% of portfolio
|
Q3 2024
Reduced 9.8%
|