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 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,281
shares
|
$84,720
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
3,663
shares
|
$72,490
0.02% of portfolio
|
Q3 2025
Reduced 49.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,405
shares
|
$67,384
0.01% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
3,134
shares
|
$62,021
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,700
shares
|
$53,433
0.0% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,447
shares
|
$48,426
0.0% of portfolio
|
Q3 2025
Reduced 47.79%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$45,517
0.03% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,000
shares
|
$39,580
0.0% of portfolio
|
Q3 2021
Reduced 19.19%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,979
shares
|
$39,164
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
1,962
shares
|
$38,827
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,738
shares
|
$34,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,620
shares
|
$32,059
0.0% of portfolio
|
Q1 2025
Added 620.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,333
shares
|
$26,380
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,311
shares
|
$25,944
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,027
shares
|
$20,324
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$19,790
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
915
shares
|
$18,107
0.0% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
812
shares
|
$16,069
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
773
shares
|
$15,297
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
590
shares
|
$11,676
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
500
shares
|
$9,895
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
435
shares
|
$8,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,838
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
256
shares
|
$5,066
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
244
shares
|
$4,828
0.0% of portfolio
|
Q2 2025
New holding
|
|