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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
13,834
shares
|
$265,889
0.16% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,571
shares
|
$260,834
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,886
shares
|
$247,668
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,600
shares
|
$242,172
0.01% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,500
shares
|
$240,250
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12,299
shares
|
$236,386
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
12,169
shares
|
$233,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
11,835
shares
|
$227,468
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,785
shares
|
$226,507
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,594
shares
|
$222,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,830
shares
|
$208,152
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
10,360
shares
|
$199,119
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,265
shares
|
$197,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
9,924
shares
|
$190,739
0.05% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,360
shares
|
$160,679
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,415
shares
|
$142,516
0.01% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
7,323
shares
|
$140,748
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,934
shares
|
$133,271
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$107,632
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$94,735
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,784
shares
|
$91,948
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,577
shares
|
$87,969
0.01% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$86,490
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,479
shares
|
$86,086
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,346
shares
|
$83,530
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|