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 140 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,157
shares
|
$260,640
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,073
shares
|
$258,976
0.0% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,711
shares
|
$251,804
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,500
shares
|
$247,624
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
12,299
shares
|
$243,643
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,189
shares
|
$241,464
0.0% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
12,035
shares
|
$238,413
0.14% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,635
shares
|
$230,489
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,180
shares
|
$221,475
0.0% of portfolio
|
Q2 2025
Reduced 55.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
10,777
shares
|
$213,492
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
10,739
shares
|
$212,739
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,431
shares
|
$206,638
0.0% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
9,924
shares
|
$196,594
0.05% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,414
shares
|
$146,871
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,323
shares
|
$145,068
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,574
shares
|
$130,230
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,544
shares
|
$129,636
0.0% of portfolio
|
Q2 2025
Added 129.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,305
shares
|
$124,902
0.02% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$110,936
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$97,643
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,853
shares
|
$96,137
0.01% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,784
shares
|
$94,771
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,687
shares
|
$92,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,673
shares
|
$92,572
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
4,543
shares
|
$89,996
0.03% of portfolio
|
Q2 2025
Added 1.43%
|