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 121 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
29,056
shares
|
$550,320
0.0% of portfolio
|
Q1 2024
Added 8.92%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
28,985
shares
|
$548,975
0.03% of portfolio
|
Q1 2024
Reduced 18.88%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
27,288
shares
|
$516,834
0.02% of portfolio
|
Q1 2024
Added 0.35%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
26,556
shares
|
$502,970
0.03% of portfolio
|
Q1 2024
Added 0.47%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
26,116
shares
|
$494,637
0.02% of portfolio
|
Q1 2024
Added 3.57%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
25,881
shares
|
$490,186
0.0% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
25,138
shares
|
$476,113
0.01% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
24,922
shares
|
$472,022
0.21% of portfolio
|
Q1 2024
Reduced 34.03%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
24,709
shares
|
$467,988
0.34% of portfolio
|
Q1 2024
Added 20.87%
|
|
Bts Asset Management, Inc.
|
Apr 22, 2024 Q1 2024 |
24,453
shares
|
$463,139
0.38% of portfolio
|
Q1 2024
Added 12.46%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 08, 2024 Q1 2024 |
19,553
shares
|
$370,333
0.3% of portfolio
|
Q1 2024
Added 41.53%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
19,304
shares
|
$365,617
0.0% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
18,941
shares
|
$358,742
0.13% of portfolio
|
Q1 2024
Added 2.74%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
17,512
shares
|
$331,677
0.01% of portfolio
|
Q1 2024
Added 1.45%
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 09, 2024 Q1 2024 |
17,500
shares
|
$331,450
0.05% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,942
shares
|
$320,881
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
15,704
shares
|
$297,433
0.04% of portfolio
|
Q4 2022
Added 52.41%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
15,621
shares
|
$295,861
0.03% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$289,554
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
15,258
shares
|
$288,986
0.01% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
14,486
shares
|
$274,364
0.0% of portfolio
|
Q1 2024
Added 10.53%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$271,069
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tfg Advisers LLC
|
May 06, 2024 Q1 2024 |
14,151
shares
|
$268,019
0.11% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
13,825
shares
|
$261,845
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
Boxwood Ventures, Inc.
|
May 13, 2024 Q1 2024 |
13,370
shares
|
$253,227
0.45% of portfolio
|
Q1 2024
Added 2.33%
|