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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
200
shares
|
$3,958
0.0% of portfolio
|
Q3 2025
Reduced 75.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
149
shares
|
$2,948
0.0% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
147
shares
|
$2,909
0.0% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
146
shares
|
$2,889
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
135
shares
|
$2,671
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
60
shares
|
$1,187
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
57
shares
|
$1,128
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
40
shares
|
$791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
37
shares
|
$732
0.0% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
12
shares
|
$237
0.0% of portfolio
|
Q3 2025
Reduced 97.4%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6
shares
|
$118
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|