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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
34,970
shares
|
$672,123
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
29,689
shares
|
$570,622
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
28,503
shares
|
$547,827
0.03% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,420
shares
|
$546,232
0.0% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,248
shares
|
$504,486
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
25,072
shares
|
$481,883
0.0% of portfolio
|
Q1 2025
Added 96.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
21,105
shares
|
$405,638
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21,089
shares
|
$405,330
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
20,338
shares
|
$390,896
0.01% of portfolio
|
Q1 2025
Added 67.09%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
20,303
shares
|
$390,223
0.2% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
19,889
shares
|
$382,266
0.27% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
19,235
shares
|
$369,696
0.11% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,968
shares
|
$364,564
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
18,941
shares
|
$364,046
0.11% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
18,119
shares
|
$348,247
0.07% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
17,190
shares
|
$330,391
0.05% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
16,416
shares
|
$315,515
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
15,912
shares
|
$305,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
15,704
shares
|
$301,830
0.04% of portfolio
|
Q4 2022
Added 52.41%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
15,637
shares
|
$300,543
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$293,835
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Boxwood Ventures, Inc.
|
May 09, 2025 Q1 2025 |
14,586
shares
|
$280,342
0.4% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,513
shares
|
$278,939
0.0% of portfolio
|
Q1 2025
Reduced 37.68%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
14,328
shares
|
$275,384
0.1% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$275,076
0.01% of portfolio
|
Q1 2024
New holding
|