INVESCO CEF INCOME COMPOSITE PCEF
$20.30
-0.4% 52w: $17.65 – $20.38
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data17.6519.0120.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
123
+1 QoQ
13F value
$367.1M
-3.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$39 calls / — puts
Institutional value by quarter
Number of holders
Who owns PCEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | Bank broker | 3.0M | $56.1M | 0.0% | -2.1% |
| MORGAN STANLEY | Bank broker | 2.5M | $47.6M | 0.0% | +1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.2M | $41.1M | 0.0% | +13.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $26.5M | 0.0% | -15.4% |
| Larson Financial Group LLC | Wealth advisor | 1.1M | $21.5M | 0.7% | +20.0% |
| Independent Advisor Alliance | Wealth advisor | 1.1M | $20.0M | 0.2% | New |
| LPL Financial LLC | Bank broker | 973.6K | $18.3M | 0.0% | -11.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 951.6K | $17.9M | 0.0% | +1.4% |
| Intrua Financial, LLC | Wealth advisor | 634.6K | $11.9M | 1.3% | +8.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 574.7K | $10.8M | 0.0% | -50.1% |
| Cetera Investment Advisers | Wealth advisor | 490.7K | $9.2M | 0.0% | -10.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 481.2K | $9.1M | 0.0% | +7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 411.9K | $7.8M | 0.0% | -0.8% |
| UBS Group AG | Bank broker | 311.5K | $5.9M | 0.0% | +2.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 271.8K | $5.1M | 0.0% | +91.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 230.6K | $4.3M | 0.0% | +6.6% |
| ADELL HARRIMAN & CARPENTER INC ★2 | Fundamental diversified | 191.4K | $3.6M | 0.2% | +10.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 184.3K | $3.5M | 0.0% | -55.8% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | Other | 124.5K | $2.3M | 0.6% | -5.6% |
| STEPHENS INC /AR/ | Diversified mechanical | 111.6K | $2.1M | 0.0% | +7.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 106.6K | $2.0M | 0.0% | +15.6% |
| Merit Financial Group, LLC | Wealth advisor | 103.6K | $2.0M | 0.0% | -13.4% |
| Mariner, LLC | Diversified mechanical | 99.7K | $1.9M | 0.0% | +6.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 97.6K | $1.8M | 0.0% | +3.8% |
| HighTower Advisors, LLC | Diversified mechanical | 87.9K | $1.7M | 0.0% | -5.0% |
| Summit Financial, LLC | Wealth advisor | 81.2K | $1.5M | 0.0% | +27.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 77.3K | $1.5M | 0.0% | -16.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 67.7K | $1.3M | 0.0% | +1.3% |
| WealthShield Partners, LLC | Wealth advisor | 64.6K | $1.2M | 0.1% | +2.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 61.8K | $1.2M | 0.1% | +0.8% |
| OPPENHEIMER & CO INC | Diversified mechanical | 60.6K | $1.1M | 0.0% | -10.5% |
| Goldstone Financial Group, LLC | Wealth advisor | 56.5K | $1.1M | 0.1% | +8.5% |
| PANORAMIC INVESTMENT ADVISORS, LLC | Wealth advisor | 53.7K | $1.0M | 0.5% | -2.1% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 48.8K | $919K | 0.1% | +39.6% |
| Future Financial Wealth Managment LLC | Wealth advisor | 45.9K | $910K | 0.6% | -0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 47.5K | $893K | 0.0% | New |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 47.0K | $885K | 0.0% | -1.9% |
| MARINO, STRAM & ASSOCIATES LLC | Wealth advisor | 46.5K | $875K | 0.2% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 42.5K | $801K | 0.0% | +0.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 40.6K | $764K | 0.0% | -11.8% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 39.4K | $741K | 0.0% | +20.2% |
| Gotham Asset Management, LLC | Diversified mechanical | 36.7K | $691K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 34.5K | $649K | 0.0% | -15.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 34.3K | $645K | 0.0% | -36.4% |
| Creative Planning | Wealth advisor | 30.8K | $579K | 0.0% | -11.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 30.7K | $578K | 0.0% | -6.3% |
| Sowell Financial Services LLC | Wealth advisor | 28.8K | $542K | 0.0% | +0.3% |
| Endowment Wealth Management, Inc. | Wealth advisor | 28.4K | $535K | 0.2% | +2.8% |
| Chicago Partners Investment Group LLC | Wealth advisor | 27.0K | $533K | 0.0% | +1.0% |
| Smartleaf Asset Management LLC | Wealth advisor | 28.9K | $530K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.