Purchases and Sales Made in Q2 2024 in Invesco Cef Income Composite E (PCEF)
This table provides information about the institutional ownership of Invesco Cef Income Composite E (PCEF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
347K+ 100.1% |
$6.2M - $6.54M
|
695K
$13.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67K+ 18.33% |
$1.2M - $1.26M
|
432K
$8.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.5KNew |
$223K - $235K
|
12.5K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.4KNew |
$202K - $214K
|
11.4K
$215K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9.78K+ 18.38% |
$174K - $184K
|
63K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.78KNew |
$85.3K - $90K
|
4.78K
$90.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$46.6K - $49.2K
|
2.61K
$49.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
200+ 0.59% |
$3.57K - $3.76K
|
34.2K
$646K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 2.07% |
$821 - $866
|
2.27K
$42.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
44+ 0.44% |
$785 - $828
|
10.1K
$192K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-555- 10.47% |
$9.9K - $10.4K
|
4.75K
$89.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 5.9% |
$20.3K - $21.4K
|
18.2K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.24K- 2.53% |
$22.1K - $23.3K
|
47.8K
$903K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.18K- 62.46% |
$38.9K - $41K
|
1.31K
$24.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-16.6K- 36.43% |
$296K - $312K
|
29K
$547K
|
|