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 |
|---|---|---|---|---|---|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
12,164
shares
|
$235,616
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
11,635
shares
|
$225,369
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,882
shares
|
$210,784
0.02% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
10,800
shares
|
$209,196
0.03% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,641
shares
|
$206,116
0.08% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,594
shares
|
$205,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$193,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
8,949
shares
|
$173,342
0.02% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,183
shares
|
$158,504
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
7,624
shares
|
$147,676
0.08% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
7,323
shares
|
$141,846
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
7,099
shares
|
$137,507
0.01% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,836
shares
|
$132,413
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
6,306
shares
|
$122,147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$108,472
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$95,474
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,784
shares
|
$92,666
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,746
shares
|
$91,930
0.0% of portfolio
|
Q2 2024
Reduced 10.47%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,707
shares
|
$91,174
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,673
shares
|
$90,516
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,660
shares
|
$90,264
0.02% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$87,165
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,169
shares
|
$80,753
0.0% of portfolio
|
Q3 2023
Added 47.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,116
shares
|
$60,356
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,700
shares
|
$52,299
0.0% of portfolio
|
Q2 2024
Reduced 15.63%
|