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 |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
12,610
shares
|
$238,833
0.0% of portfolio
|
Q1 2024
Added 2.17%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 15, 2024 Q1 2024 |
12,383
shares
|
$234,534
0.06% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
12,299
shares
|
$232,943
0.05% of portfolio
|
Q3 2021
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
11,635
shares
|
$220,366
0.0% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
10,101
shares
|
$191,312
0.03% of portfolio
|
Q1 2024
Added 0.43%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
9,068
shares
|
$171,747
0.01% of portfolio
|
Q1 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
7,323
shares
|
$138,697
0.07% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
6,684
shares
|
$126,594
0.01% of portfolio
|
Q4 2023
Added 0.72%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,600
shares
|
$106,064
0.04% of portfolio
|
Q1 2024
Reduced 14.32%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
5,557
shares
|
$105,249
0.01% of portfolio
|
Q1 2024
Reduced 44.99%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
5,301
shares
|
$100,400
0.0% of portfolio
|
Q1 2024
Reduced 75.15%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Jul 03, 2024 Q1 2024 |
5,250
shares
|
$99,435
0.02% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,929
shares
|
$93,355
0.0% of portfolio
|
Q1 2020
Reduced 29.78%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
4,500
shares
|
$85,230
0.04% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
4,378
shares
|
$82,919
0.0% of portfolio
|
Q1 2024
Added 0.3%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
4,169
shares
|
$78,960
0.0% of portfolio
|
Q3 2023
Added 47.89%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
3,490
shares
|
$66,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
3,200
shares
|
$60,608
0.0% of portfolio
|
Q4 2023
Reduced 21.97%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
3,116
shares
|
$59,017
0.02% of portfolio
|
Q1 2024
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
2,613
shares
|
$49,490
0.02% of portfolio
|
Q2 2024
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
2,525
shares
|
$47,823
0.05% of portfolio
|
Q2 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
2,223
shares
|
$42,103
0.0% of portfolio
|
Q1 2024
Added 2.07%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$37,880
0.0% of portfolio
|
Q3 2021
Reduced 19.19%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
1,815
shares
|
$34,376
0.0% of portfolio
|
Q1 2024
Reduced 35.52%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
1,311
shares
|
$24,830
0.01% of portfolio
|
Q1 2023
New holding
|