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 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
98,669
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
94,176
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
90,429
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
86,974
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
68,922
shares
|
$1.36 Million
1.94% of portfolio
|
Q3 2023
Added 3.88%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
62,415
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
62,211
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
61,236
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
59,271
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
57,499
shares
|
$1.14 Million
0.73% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
56,548
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.13%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
54,383
shares
|
$1.08 Million
0.61% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
52,871
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,024
shares
|
$989,974
0.01% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
48,675
shares
|
$963,278
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
47,098
shares
|
$932,069
0.02% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
46,515
shares
|
$920,531
0.17% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
42,148
shares
|
$834,108
0.01% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
41,562
shares
|
$822,511
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
40,996
shares
|
$811,310
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,351
shares
|
$798,546
0.0% of portfolio
|
Q3 2025
Reduced 32.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
40,305
shares
|
$797,635
0.0% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
37,727
shares
|
$746,617
0.0% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
35,000
shares
|
$692,650
0.07% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
31,856
shares
|
$630,430
0.02% of portfolio
|
Q3 2025
Added 384.58%
|
|