Purchases and Sales Made in Q1 2025 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO CEF INCOME COMPOSITE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.95M+ 1935.5% |
$74.2M - $78.5M
|
4.15M
$81.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
228KNew |
$4.29M - $4.54M
|
228K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
193K+ 7.93% |
$3.64M - $3.85M
|
2.63M
$51.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
166K+ 65.99% |
$3.12M - $3.31M
|
418K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.8KNew |
$1.54M - $1.63M
|
81.8K
$1.6M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
78.8K+ 130.13% |
$1.48M - $1.57M
|
139K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
58KNew |
$1.09M - $1.15M
|
58K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.1K+ 2.69% |
$1.05M - $1.12M
|
2.14M
$41.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.2K+ 4.87% |
$887K - $938K
|
1.02M
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.6K+ 1.98% |
$783K - $828K
|
2.15M
$42M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
37.2K+ 45.59% |
$699K - $740K
|
119K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 9.08% |
$366K - $387K
|
234K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.3K+ 44.47% |
$363K - $384K
|
62.7K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
16.4KNew |
$309K - $327K
|
16.4K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 1.56% |
$269K - $284K
|
934K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 8.55% |
$256K - $271K
|
173K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 96.15% |
$231K - $244K
|
25.1K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.2KNew |
$229K - $242K
|
12.2K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
11.8KNew |
$222K - $235K
|
11.8K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$218K - $231K
|
11.6K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
11.4K+ 12.95% |
$214K - $226K
|
99.2K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$193K - $204K
|
10.3K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 22.68% |
$189K - $200K
|
54.5K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.98K+ 1.99% |
$169K - $179K
|
460K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.17K+ 67.09% |
$154K - $162K
|
20.3K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.66K+ 10.07% |
$87.6K - $92.6K
|
50.9K
$998K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.37K+ 3.27% |
$82.1K - $86.8K
|
138K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.05K+ 10.03% |
$76.1K - $80.5K
|
44.4K
$870K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.74K+ 24.15% |
$70.3K - $74.4K
|
19.2K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.64K+ 14.67% |
$68.3K - $72.3K
|
28.4K
$557K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.14K+ 7.23% |
$58.9K - $62.4K
|
46.5K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.85KNew |
$53.7K - $56.8K
|
2.85K
$55.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.76K+ 184.0% |
$51.9K - $54.9K
|
4.26K
$83.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 120050.0% |
$45.1K - $47.8K
|
2.4K
$47.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.1K+ 4.89% |
$39.5K - $41.8K
|
45.1K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 1.7% |
$30.1K - $31.8K
|
95.8K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.4K+ 620.0% |
$26.2K - $27.7K
|
1.62K
$31.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.21K+ 2.46% |
$22.7K - $24K
|
50.3K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.06K+ 1.23% |
$20K - $21.1K
|
87.4K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
994+ 5.26% |
$18.7K - $19.8K
|
19.9K
$390K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
983+ 2.68% |
$18.5K - $19.6K
|
37.6K
$737K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
643+ 2.21% |
$12.1K - $12.8K
|
29.7K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
500New |
$9.4K - $9.95K
|
500
$9.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
481+ 1.39% |
$9.04K - $9.57K
|
35K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
451+ 3.71% |
$8.48K - $8.97K
|
12.6K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Boxwood Ventures, Inc.
|
BUY
|
- |
303+ 2.12% |
$5.7K - $6.03K
|
14.6K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
299+ 1.15% |
$5.62K - $5.95K
|
26.2K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
268+ 2.12% |
$5.04K - $5.33K
|
12.9K
$253K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
231+ 1.15% |
$4.34K - $4.59K
|
20.3K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
210+ 1.01% |
$3.95K - $4.18K
|
21.1K
$414K
|