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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 4.76% |
$33.7 - $39.1
|
44
$889
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1New |
$16.9 - $19.5
|
1
$20.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.01% |
$16.9 - $19.5
|
7.41K
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.19% |
$135 - $156
|
4.28K
$86.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-11- 0.82% |
$185 - $215
|
1.33K
$26.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 2.08% |
$286 - $332
|
801
$16.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.27% |
$2.53K - $2.93K
|
11.6K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-170- 0.12% |
$2.86K - $3.32K
|
138K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-250- 9.8% |
$4.21K - $4.89K
|
2.3K
$46.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-360- 5.19% |
$6.07K - $7.03K
|
6.57K
$133K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-430- 1.64% |
$7.25K - $8.4K
|
25.8K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-498- 3.67% |
$8.39K - $9.73K
|
13.1K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-918- 1.69% |
$15.5K - $17.9K
|
53.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-967- 1.92% |
$16.3K - $18.9K
|
49.4K
$998K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 10.03% |
$19.6K - $22.7K
|
10.4K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.3K- 29.91% |
$21.9K - $25.4K
|
3.05K
$61.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 1.75% |
$28.2K - $32.7K
|
94.2K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.88K- 63.21% |
$31.7K - $36.8K
|
1.1K
$22.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.06K- 24.58% |
$34.6K - $40.2K
|
6.31K
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 16.01% |
$39.2K - $45.4K
|
12.2K
$246K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.48K- 24.94% |
$41.7K - $48.4K
|
7.45K
$150K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.55K- 8.6% |
$43K - $49.9K
|
27.1K
$548K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.58K- 9.07% |
$43.4K - $50.4K
|
25.8K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.94K- 7.88% |
$66.4K - $77K
|
46.1K
$931K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 2.82% |
$82.1K - $95.2K
|
168K
$3.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-6.08K- 29.96% |
$102K - $119K
|
14.2K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.54K- 2.14% |
$110K - $128K
|
299K
$6.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.66K- 15.01% |
$112K - $130K
|
37.7K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.52K- 7.58% |
$127K - $147K
|
91.7K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.11K- 1.76% |
$137K - $159K
|
452K
$9.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.1K- 14.32% |
$170K - $197K
|
60.2K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.9K- 14.71% |
$217K - $251K
|
74.5K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-13.3K- 31.03% |
$224K - $260K
|
29.6K
$597K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.9K- 55.41% |
$234K - $271K
|
11.2K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 12.48% |
$248K - $288K
|
103K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-25.8K- 21.11% |
$434K - $503K
|
96.2K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.2K- 13.32% |
$525K - $609K
|
203K
$4.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.3K- 72.01% |
$662K - $767K
|
15.3K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-145K- 65.89% |
$2.45M - $2.84M
|
75.1K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-166K- 25.11% |
$2.8M - $3.25M
|
495K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-230K- 10.33% |
$3.87M - $4.49M
|
1.99M
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-300K- 14.03% |
$5.05M - $5.86M
|
1.84M
$37.1M
|