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 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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,281
shares
|
$84,806
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,405
shares
|
$67,453
0.01% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,116
shares
|
$61,727
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,046
shares
|
$60,341
0.0% of portfolio
|
Q2 2025
Reduced 29.91%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,700
shares
|
$53,487
0.0% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,613
shares
|
$51,763
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$45,563
0.03% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$39,620
0.0% of portfolio
|
Q3 2021
Reduced 19.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,620
shares
|
$32,092
0.0% of portfolio
|
Q1 2025
Added 620.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,333
shares
|
$26,406
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,311
shares
|
$25,970
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,096
shares
|
$21,711
0.0% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$19,810
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
815
shares
|
$16,145
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
801
shares
|
$15,867
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
773
shares
|
$15,313
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
614
shares
|
$12,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
590
shares
|
$11,687
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
500
shares
|
$9,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
462
shares
|
$9,152
0.0% of portfolio
|
Q2 2024
Added 2331.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
435
shares
|
$8,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
321
shares
|
$6,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,843
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
256
shares
|
$5,071
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
250
shares
|
$4,952
0.0% of portfolio
|
Q1 2025
Reduced 72.44%
|