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 141 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
13,834
shares
|
$271,146
0.16% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,571
shares
|
$265,991
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,886
shares
|
$252,565
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,600
shares
|
$246,960
0.01% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,500
shares
|
$245,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12,299
shares
|
$241,060
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
12,169
shares
|
$238,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
11,835
shares
|
$231,966
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,785
shares
|
$230,986
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,594
shares
|
$227,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,830
shares
|
$212,268
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
10,360
shares
|
$203,056
0.03% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,265
shares
|
$201,194
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
9,924
shares
|
$194,510
0.05% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,360
shares
|
$163,856
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
7,415
shares
|
$145,334
0.01% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
7,323
shares
|
$143,530
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,934
shares
|
$135,906
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,544
shares
|
$128,262
0.0% of portfolio
|
Q2 2025
Added 129.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$109,760
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$96,608
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,853
shares
|
$95,118
0.01% of portfolio
|
Q2 2025
Added 101.96%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,784
shares
|
$93,766
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,577
shares
|
$89,709
0.01% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$88,200
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|