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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
250
shares
|
$4,952
0.0% of portfolio
|
Q1 2025
Reduced 72.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
244
shares
|
$4,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
213
shares
|
$4,219
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
149
shares
|
$2,951
0.0% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
146
shares
|
$2,892
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
135
shares
|
$2,674
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$1,188
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
57
shares
|
$1,129
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
54
shares
|
$1,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
44
shares
|
$871
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
40
shares
|
$792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$118
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|