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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,479
shares
|
$87,788
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,346
shares
|
$85,181
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,289
shares
|
$84,064
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,260
shares
|
$83,496
0.0% of portfolio
|
Q1 2025
Added 184.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,405
shares
|
$66,738
0.01% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,116
shares
|
$61,073
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,979
shares
|
$58,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,700
shares
|
$52,920
0.0% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,613
shares
|
$51,214
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,550
shares
|
$49,980
0.04% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$39,200
0.0% of portfolio
|
Q3 2021
Reduced 19.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,815
shares
|
$35,574
0.0% of portfolio
|
Q1 2024
Reduced 35.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,620
shares
|
$31,752
0.0% of portfolio
|
Q1 2025
Added 620.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,333
shares
|
$26,126
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,311
shares
|
$25,695
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$19,600
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
896
shares
|
$17,561
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
818
shares
|
$16,032
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
815
shares
|
$15,974
0.0% of portfolio
|
Q1 2025
Reduced 92.97%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
773
shares
|
$15,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
528
shares
|
$10,348
0.0% of portfolio
|
Q4 2024
Reduced 41.59%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
500
shares
|
$9,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
462
shares
|
$9,055
0.0% of portfolio
|
Q2 2024
Added 2331.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
435
shares
|
$8,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
321
shares
|
$6,291
0.0% of portfolio
|
Q2 2025
New holding
|