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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
295
shares
|
$5,782
0.0% of portfolio
|
Q1 2021
Reduced 40.64%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
256
shares
|
$5,017
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
250
shares
|
$4,900
0.0% of portfolio
|
Q1 2025
Reduced 72.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
244
shares
|
$4,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
213
shares
|
$4,174
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
149
shares
|
$2,920
0.0% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
146
shares
|
$2,861
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
135
shares
|
$2,646
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
103
shares
|
$2,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
60
shares
|
$1,176
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
57
shares
|
$1,117
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42
shares
|
$823
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
40
shares
|
$784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
6
shares
|
$117
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|