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 122 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
24,709
shares
|
$480,342
0.34% of portfolio
|
Q1 2024
Added 20.87%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
24,215
shares
|
$470,739
0.01% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
23,886
shares
|
$464,343
0.0% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
23,065
shares
|
$448,383
0.0% of portfolio
|
Q2 2024
Reduced 25.13%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
19,217
shares
|
$373,578
0.0% of portfolio
|
Q2 2024
Added 39.0%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
19,064
shares
|
$370,604
0.29% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
18,941
shares
|
$368,213
0.12% of portfolio
|
Q1 2024
Added 2.74%
|
|
Bts Asset Management, Inc.
|
Aug 05, 2024 Q2 2024 |
18,383
shares
|
$357,365
0.32% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
18,166
shares
|
$353,147
0.0% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
17,500
shares
|
$340,200
0.05% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
16,882
shares
|
$328,186
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
15,704
shares
|
$305,285
0.04% of portfolio
|
Q4 2022
Added 52.41%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
15,624
shares
|
$303,730
0.03% of portfolio
|
Q2 2024
Added 0.02%
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$297,198
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
15,258
shares
|
$296,615
0.01% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$278,225
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
14,029
shares
|
$272,723
0.1% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Boxwood Ventures, Inc.
|
Aug 14, 2024 Q2 2024 |
13,683
shares
|
$265,997
0.42% of portfolio
|
Q2 2024
Added 2.34%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
12,887
shares
|
$250,523
0.0% of portfolio
|
Q2 2024
Added 2.2%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
12,500
shares
|
$243,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
12,299
shares
|
$239,092
0.05% of portfolio
|
Q3 2021
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
11,635
shares
|
$226,184
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
11,350
shares
|
$220,644
0.03% of portfolio
|
Q2 2024
New holding
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
10,983
shares
|
$213,509
0.0% of portfolio
|
Q2 2024
New holding
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
10,510
shares
|
$204,314
0.02% of portfolio
|
Q2 2024
New holding
|