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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
188+ 0.9% |
$3.53K - $3.74K
|
21.1K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
180+ 0.18% |
$3.38K - $3.58K
|
102K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 1.29% |
$2.82K - $2.98K
|
11.8K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
134+ 0.94% |
$2.52K - $2.67K
|
14.3K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120+ 2.88% |
$2.26K - $2.39K
|
4.29K
$84.1K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
103New |
$1.94K - $2.05K
|
103
$2.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
95+ 2.12% |
$1.79K - $1.89K
|
4.58K
$89.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.73% |
$940 - $995
|
6.93K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42+ 0.5% |
$790 - $835
|
8.36K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 2.12% |
$320 - $338
|
818
$16K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.38% |
$320 - $338
|
4.48K
$87.8K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$94 - $99.5
|
15.6K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2- 0.78% |
$37.6 - $39.8
|
256
$5.02K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-20- 0.46% |
$376 - $398
|
4.35K
$85.2K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-310- 1.77% |
$5.83K - $6.17K
|
17.2K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-369- 2.65% |
$6.94K - $7.34K
|
13.6K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-426- 0.73% |
$8.01K - $8.47K
|
58K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-478- 1.65% |
$8.99K - $9.51K
|
28.5K
$559K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-548- 0.64% |
$10.3K - $10.9K
|
84.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-578- 5.5% |
$10.9K - $11.5K
|
9.92K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-657- 72.44% |
$12.4K - $13.1K
|
250
$4.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.26K- 26.93% |
$23.6K - $25K
|
3.41K
$66.7K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.26K- 8.35% |
$23.7K - $25.1K
|
13.8K
$271K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.43K- 9.82% |
$83.3K - $88.2K
|
40.7K
$798K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.88K- 8.24% |
$91.7K - $97.1K
|
54.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.04K- 10.77% |
$113K - $120K
|
50K
$980K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.59K- 26.68% |
$124K - $131K
|
18.1K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.65K- 8.64% |
$125K - $132K
|
70.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.78K- 37.68% |
$165K - $175K
|
14.5K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-9.17K- 17.62% |
$172K - $182K
|
42.9K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.8K- 92.97% |
$203K - $214K
|
815
$16K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-11.8K- 17.85% |
$222K - $235K
|
54.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 0.67% |
$282K - $298K
|
2.22M
$43.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 1.62% |
$297K - $315K
|
959K
$18.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.8K- 5.15% |
$448K - $474K
|
439K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-27.8K- 8.34% |
$522K - $552K
|
305K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43.2KClosed |
$811K - $858K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-53.5K- 11.13% |
$1.01M - $1.06M
|
427K
$8.37M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.8K- 33.25% |
$1.1M - $1.17M
|
118K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-82.8K- 40.43% |
$1.56M - $1.65M
|
122K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-89.4K- 47.4% |
$1.68M - $1.78M
|
99.2K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1M- 60.19% |
$18.8M - $19.9M
|
662K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.93M- 94.69% |
$73.9M - $78.2M
|
220K
$4.32M
|