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 139 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,366
shares
|
$83,608
0.0% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,284
shares
|
$82,038
0.01% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,169
shares
|
$79,836
0.0% of portfolio
|
Q3 2023
Added 47.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
3,116
shares
|
$59,671
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,979
shares
|
$57,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
2,960
shares
|
$56,683
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,700
shares
|
$51,704
0.0% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,613
shares
|
$50,038
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,550
shares
|
$48,832
0.04% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$38,300
0.0% of portfolio
|
Q3 2021
Reduced 19.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,815
shares
|
$34,757
0.0% of portfolio
|
Q1 2024
Reduced 35.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$28,724
0.0% of portfolio
|
Q4 2024
Added 24.48%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,344
shares
|
$25,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,311
shares
|
$25,105
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,214
shares
|
$23,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$19,150
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
907
shares
|
$17,369
0.0% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
896
shares
|
$17,158
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
801
shares
|
$15,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
773
shares
|
$14,802
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
528
shares
|
$10,111
0.0% of portfolio
|
Q4 2024
Reduced 41.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
462
shares
|
$8,847
0.0% of portfolio
|
Q2 2024
Added 2331.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
435
shares
|
$8,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,649
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
258
shares
|
$4,940
0.0% of portfolio
|
Q4 2024
Reduced 69.89%
|