Purchases and Sales Made in Q1 2022 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO CEF INCOME COMPOSITE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.61M+ 2451.05% |
$178M - $208M
|
8.96M
$172M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
332K+ 62.5% |
$6.89M - $8.04M
|
864K
$16.6M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
242KNew |
$5.02M - $5.85M
|
242K
$4.64M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
242KNew |
$5.02M - $5.85M
|
242K
$4.64M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
129K+ 612.44% |
$2.68M - $3.13M
|
150K
$2.89M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
124K+ 12.92% |
$2.57M - $2.99M
|
1.08M
$20.8M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
110K+ 8.81% |
$2.29M - $2.67M
|
1.36M
$26.1M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
86.3KNew |
$1.79M - $2.09M
|
86.3K
$1.66M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.7K+ 12.45% |
$1.36M - $1.59M
|
593K
$11.4M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52K+ 5.31% |
$1.08M - $1.26M
|
1.03M
$19.8M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.1KNew |
$1.04M - $1.21M
|
50.1K
$961K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.3KNew |
$939K - $1.1M
|
45.3K
$869K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3KNew |
$586K - $684K
|
28.3K
$542K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 85.21% |
$446K - $520K
|
46.7K
$896K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$343K - $401K
|
16.6K
$318K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.1K+ 27.79% |
$313K - $366K
|
69.5K
$1.33M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
13.5KNew |
$280K - $327K
|
13.5K
$260K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.49K+ 20.48% |
$155K - $181K
|
44K
$845K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.49K+ 20.48% |
$155K - $181K
|
44K
$845K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.47K+ 186.97% |
$134K - $156K
|
9.93K
$191K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.57K+ 43.78% |
$115K - $135K
|
18.3K
$351K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.8K+ 534.67% |
$99.4K - $116K
|
5.69K
$109K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.71K+ 11.3% |
$97.6K - $114K
|
46.4K
$890K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.47K+ 3.88% |
$92.7K - $108K
|
120K
$2.3M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.17K+ 7.52% |
$65.7K - $76.7K
|
45.3K
$869K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.83K+ 4.48% |
$58.7K - $68.6K
|
66.1K
$1.27M
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.75K+ 11.19% |
$36.2K - $42.2K
|
17.3K
$333K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 13.61% |
$34.5K - $40.2K
|
13.9K
$266K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.38K+ 1.01% |
$28.5K - $33.3K
|
138K
$2.64M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.2K+ 1.82% |
$24.9K - $29.1K
|
67.3K
$1.29M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.2K+ 3.9% |
$24.9K - $29K
|
32K
$614K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 0.62% |
$23.7K - $27.6K
|
187K
$3.58M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.06K+ 3.17% |
$22K - $25.7K
|
34.5K
$663K
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
858+ 1.56% |
$17.8K - $20.8K
|
55.7K
$1.07M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
769+ 4.92% |
$15.9K - $18.6K
|
16.4K
$315K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
760+ 62.04% |
$15.8K - $18.4K
|
1.99K
$38.1K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
743+ 4.21% |
$15.4K - $18K
|
18.4K
$353K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 0.34% |
$14.9K - $17.4K
|
214K
$4.1M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
701+ 1.64% |
$14.5K - $17K
|
43.4K
$833K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
692+ 2.44% |
$14.3K - $16.7K
|
29.1K
$558K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
612+ 5.97% |
$12.7K - $14.8K
|
10.9K
$208K
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
559+ 2.68% |
$11.6K - $13.5K
|
21.4K
$410K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
528+ 4.87% |
$10.9K - $12.8K
|
11.4K
$218K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
475New |
$9.85K - $11.5K
|
475
$9.12K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
450New |
$9.33K - $10.9K
|
450
$8.64K
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
347+ 1.58% |
$7.19K - $8.39K
|
22.3K
$428K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 0.59% |
$6.22K - $7.26K
|
51.5K
$988K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
294+ 8.36% |
$6.09K - $7.11K
|
3.81K
$73.1K
|
|
May 09, 2022
Q1 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
198+ 1.82% |
$4.1K - $4.79K
|
11.1K
$213K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
88New |
$1.82K - $2.13K
|
88
$1.69K
|