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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,711
shares
|
$256,762
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,500
shares
|
$252,500
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
12,299
shares
|
$248,439
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,189
shares
|
$246,217
0.0% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,635
shares
|
$235,027
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,180
shares
|
$225,836
0.0% of portfolio
|
Q2 2025
Reduced 55.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
10,777
shares
|
$217,695
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
10,739
shares
|
$216,927
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,431
shares
|
$210,706
0.0% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
7,449
shares
|
$150,469
0.03% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,414
shares
|
$149,762
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,323
shares
|
$147,924
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,574
shares
|
$132,794
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,544
shares
|
$132,188
0.0% of portfolio
|
Q2 2025
Added 129.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,305
shares
|
$127,361
0.02% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$113,120
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$99,565
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,853
shares
|
$98,030
0.01% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,784
shares
|
$96,636
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,687
shares
|
$94,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,673
shares
|
$94,394
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
4,543
shares
|
$91,768
0.03% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$90,900
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,281
shares
|
$86,476
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,050
shares
|
$81,810
0.0% of portfolio
|
Q3 2025
Reduced 94.61%
|