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 127 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $344 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,918
shares
|
$37,017
0.0% of portfolio
|
Q2 2024
Added 3096.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
1,815
shares
|
$35,029
0.0% of portfolio
|
Q1 2024
Reduced 35.52%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,413
shares
|
$27,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,311
shares
|
$25,302
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$19,300
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
904
shares
|
$17,447
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
896
shares
|
$17,292
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
857
shares
|
$16,540
0.0% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
773
shares
|
$14,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
665
shares
|
$12,834
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
462
shares
|
$8,916
0.0% of portfolio
|
Q2 2024
Added 2331.58%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,693
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
290
shares
|
$5,597
0.0% of portfolio
|
Q3 2024
Reduced 77.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
225
shares
|
$4,342
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
213
shares
|
$4,110
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
149
shares
|
$2,875
0.0% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
146
shares
|
$2,817
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
117
shares
|
$2,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,930
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
100
shares
|
$1,930
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
60
shares
|
$1,158
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
57
shares
|
$1,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
41
shares
|
$791
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
40
shares
|
$772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$193
0.0% of portfolio
|
Q3 2024
New holding
|