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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
102,478
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
99,219
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
99,171
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
95,849
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
87,396
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
84,772
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
81,833
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
70,265
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
68,922
shares
|
$1.32 Million
1.94% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
62,663
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 44.47%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
58,042
shares
|
$1.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
58,014
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
54,525
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
54,342
shares
|
$1.04 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
54,322
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
50,912
shares
|
$978,528
0.65% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
50,349
shares
|
$967,707
0.0% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,024
shares
|
$961,461
0.01% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
49,197
shares
|
$945,566
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
46,515
shares
|
$894,018
0.2% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
44,391
shares
|
$853,195
0.01% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
42,857
shares
|
$823,711
0.15% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
40,696
shares
|
$782,177
0.03% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
37,621
shares
|
$723,075
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
35,000
shares
|
$672,700
0.08% of portfolio
|
Q3 2024
Added 2.34%
|