Purchases and Sales Made in Q2 2025 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
514K+ 886.63% |
$8.67M - $10.1M
|
572K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
332K+ 237.91% |
$5.59M - $6.48M
|
471K
$9.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
218K+ 8.26% |
$3.67M - $4.25M
|
2.85M
$57.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 14.88% |
$2.4M - $2.79M
|
1.1M
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
138K+ 13.55% |
$2.32M - $2.69M
|
1.15M
$23.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.8K+ 19.32% |
$1.36M - $1.58M
|
499K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63.7KNew |
$1.07M - $1.25M
|
63.7K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.1K+ 55.57% |
$794K - $921K
|
132K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.5K+ 204.16% |
$700K - $811K
|
61.9K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.5K+ 6.94% |
$513K - $595K
|
469K
$9.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 1.3% |
$468K - $543K
|
2.17M
$43.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 10.29% |
$291K - $338K
|
185K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.5K+ 3.86% |
$278K - $322K
|
443K
$8.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16K+ 25.46% |
$269K - $312K
|
78.6K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
15.7KNew |
$265K - $307K
|
15.7K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.2KNew |
$257K - $298K
|
15.2K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
15KNew |
$254K - $294K
|
15K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7KNew |
$181K - $210K
|
10.7K
$217K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.25K+ 20.26% |
$139K - $161K
|
48.9K
$989K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.53K+ 0.81% |
$127K - $147K
|
941K
$19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
5.65K+ 5.7% |
$95.2K - $110K
|
105K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.5K+ 4.63% |
$92.7K - $107K
|
124K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.69KNew |
$79K - $91.6K
|
4.69K
$94.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.06K+ 6.99% |
$68.4K - $79.3K
|
62.1K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 129.29% |
$62.2K - $72.1K
|
6.54K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.51K+ 22.03% |
$59.1K - $68.5K
|
19.4K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.45K+ 101.96% |
$41.3K - $47.9K
|
4.85K
$98K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2K+ 10.05% |
$33.7K - $39.1K
|
21.9K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 3.23% |
$20.5K - $23.7K
|
38.8K
$784K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.01K+ 1.85% |
$17K - $19.7K
|
55.3K
$1.12M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1K+ 4.17% |
$16.9K - $19.5K
|
25K
$505K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
670+ 4.68% |
$11.3K - $13.1K
|
15K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
651+ 3.38% |
$11K - $12.7K
|
19.9K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
614New |
$10.3K - $12K
|
614
$12.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
590New |
$9.94K - $11.5K
|
590
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
560+ 0.55% |
$9.44K - $10.9K
|
103K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
512+ 4.99% |
$8.63K - $10K
|
10.8K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
489+ 1.4% |
$8.24K - $9.56K
|
35.5K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
338+ 1.6% |
$5.7K - $6.6K
|
21.4K
$433K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
321New |
$5.41K - $6.27K
|
321
$6.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Boxwood Ventures, Inc.
|
BUY
|
- |
307+ 2.1% |
$5.17K - $6K
|
14.9K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
291+ 0.57% |
$4.9K - $5.69K
|
51.2K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
271+ 2.1% |
$4.57K - $5.3K
|
13.2K
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
244New |
$4.11K - $4.77K
|
244
$4.93K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.69% |
$3.37K - $3.91K
|
12K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
131+ 0.46% |
$2.21K - $2.56K
|
28.6K
$578K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
111+ 0.88% |
$1.87K - $2.17K
|
12.7K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96+ 2.1% |
$1.62K - $1.88K
|
4.67K
$94.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
64+ 1.43% |
$1.08K - $1.25K
|
4.54K
$91.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
54New |
$910 - $1.06K
|
54
$1.09K
|