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 $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
25,842
shares
|
$522,008
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,818
shares
|
$521,523
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
25,000
shares
|
$505,000
0.06% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,364
shares
|
$471,952
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
21,888
shares
|
$442,137
0.27% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
21,427
shares
|
$432,825
0.0% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
21,105
shares
|
$426,321
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
19,886
shares
|
$401,697
0.11% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
19,418
shares
|
$392,243
0.0% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,968
shares
|
$383,153
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
18,941
shares
|
$382,608
0.09% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
17,190
shares
|
$347,238
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
15,726
shares
|
$317,665
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
15,704
shares
|
$317,220
0.03% of portfolio
|
Q4 2022
Added 52.41%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$308,817
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,263
shares
|
$308,312
0.01% of portfolio
|
Q2 2025
Reduced 72.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
15,232
shares
|
$307,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
15,047
shares
|
$303,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
14,998
shares
|
$302,959
0.1% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Boxwood Ventures, Inc.
|
Aug 12, 2025 Q2 2025 |
14,893
shares
|
$300,838
0.39% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$289,102
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
14,221
shares
|
$287,264
0.13% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
13,834
shares
|
$279,446
0.12% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,157
shares
|
$265,771
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,073
shares
|
$264,074
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|