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 130 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,580
shares
|
$530,363
0.0% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,195
shares
|
$522,959
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
27,146
shares
|
$522,017
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
25,690
shares
|
$494,018
0.02% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,473
shares
|
$470,615
0.0% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
21,765
shares
|
$418,540
0.0% of portfolio
|
Q3 2024
Reduced 26.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
21,001
shares
|
$403,849
0.0% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
20,901
shares
|
$401,926
0.02% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,968
shares
|
$364,754
0.0% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
18,941
shares
|
$364,235
0.1% of portfolio
|
Q1 2024
Added 2.74%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
17,817
shares
|
$342,620
0.26% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,500
shares
|
$336,525
0.05% of portfolio
|
Q4 2023
Reduced 9.33%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
16,128
shares
|
$310,141
0.03% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
15,704
shares
|
$301,987
0.03% of portfolio
|
Q4 2022
Added 52.41%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,288
shares
|
$293,988
0.46% of portfolio
|
Q3 2023
Added 9.18%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
15,094
shares
|
$290,257
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
14,913
shares
|
$286,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
14,558
shares
|
$279,950
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,312
shares
|
$275,219
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
14,054
shares
|
$270,258
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
13,986
shares
|
$268,950
0.43% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
13,338
shares
|
$256,489
0.21% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
12,500
shares
|
$240,375
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,357
shares
|
$237,625
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
12,299
shares
|
$236,509
0.05% of portfolio
|
Q3 2021
New holding
|