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 |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,225
shares
|
$23,201
0.0% of portfolio
|
Q1 2023
Reduced 88.65%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
1,146
shares
|
$21,705
0.0% of portfolio
|
Q1 2024
Reduced 12.39%
|
|
Moser Wealth Advisors, LLC
|
May 01, 2024 Q1 2024 |
1,000
shares
|
$18,940
0.01% of portfolio
|
Q1 2020
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
896
shares
|
$16,970
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 13, 2024 Q1 2024 |
860
shares
|
$16,288
0.01% of portfolio
|
Q1 2024
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
843
shares
|
$15,966
0.0% of portfolio
|
Q1 2024
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
773
shares
|
$14,640
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,587
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
220
shares
|
$4,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
213
shares
|
$4,034
0.0% of portfolio
|
Q3 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
196
shares
|
$3,712
0.0% of portfolio
|
Q4 2023
New holding
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
146
shares
|
$2,765
0.0% of portfolio
|
Q4 2023
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
100
shares
|
$1,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
60
shares
|
$1,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
60
shares
|
$1,136
0.0% of portfolio
|
Q1 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
57
shares
|
$1,079
0.0% of portfolio
|
Q3 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
39
shares
|
$738
0.0% of portfolio
|
Q1 2024
Added 2.63%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
19
shares
|
$359
0.0% of portfolio
|
Q1 2024
Reduced 99.51%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
19
shares
|
$359
0.0% of portfolio
|
Q4 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
10
shares
|
$189
0.0% of portfolio
|
Q4 2023
New holding
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
6
shares
|
$113
0.0% of portfolio
|
Q4 2020
New holding
|