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Invesco CEF Income Composite (PCEF)

CUSIP: 46138E404 | NYSE | 391 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Intrua Financial, LLC653,646
1.2% of portfolio›$12.6M
Commonwealth Equity Services, LLC330,643
0.0% of portfolio›$6.4M
Cambridge Investment Research Advisors, Inc.249,840
0.0% of portfolio›$4.8M
Wealth Enhancement Advisory Services, LLC233,932
0.0% of portfolio›$4.5M
Adell Harriman & Carpenter Inc233,649
0.2% of portfolio›$4.5M
Dumont & Blake Investment Advisors LLC118,705
0.6% of portfolio›$2.3M
Farther Finance Advisors, LLC86,706
0.0% of portfolio›$1.7M
Oppenheimer & Co Inc78,686
0.0% of portfolio›$1.5M
IFS Advisors, LLC65,297
0.4% of portfolio›$1.3M
Cornerstone Wealth Management, LLC63,428
0.1% of portfolio›$1.2M
Heartwood Wealth Advisors LLC48,846
0.1% of portfolio›$945.2K
Marino, Stram & Associates LLC46,085
0.1% of portfolio›$891.7K
Independent Financial Group, LLC36,825
0.0% of portfolio›$712.6K
Future Financial Wealth Managment LLC35,887
0.4% of portfolio›$694.4K
Endowment Wealth Management, Inc.34,186
0.2% of portfolio›$661.5K
Kestra Advisory Services, LLC33,236
0.0% of portfolio›$643.1K
Argyle Capital Partners, LLC32,159
0.4% of portfolio›$622.3K
Chicago Partners Investment Group LLC26,964
0.0% of portfolio›$512.0K
Sowell Financial Services LLC24,933
0.0% of portfolio›$482.5K
Creative Planning20,694
0.0% of portfolio›$400.4K
Truist Financial Corp19,658
0.0% of portfolio›$380.4K
NWF Advisory Services Inc.19,305
0.0% of portfolio›$373.6K
Southland Equity Partners LLC18,669
0.1% of portfolio›$361.2K
Pinnacle Wealth Planning Services, Inc.17,190
0.0% of portfolio›$332.6K
Atlas Private Wealth Advisors16,970
0.1% of portfolio›$328.4K
Gamma Investing LLC13,792
0.0% of portfolio›$266.9K
QP Wealth Management, LLC13,472
0.4% of portfolio›$260.7K
Buska Wealth Management, LLC12,937
0.1% of portfolio›$250.3K
SAX Wealth Advisors, LLC12,500
0.0% of portfolio›$241.9K
Quartz Partners, LLC11,509
0.1% of portfolio›$222.7K
Reicon Wealth Advisors, LLC10,857
0.1% of portfolio›$210.1K
Lanark Financial, Inc.9,577
0.0% of portfolio›$185.3K
CoreCap Advisors, LLC7,015
0.0% of portfolio›$135.8K
Nfsg Corp6,541
0.0% of portfolio›$126.6K
Capital Investment Advisory Services, LLC5,141
0.0% of portfolio›$99.5K
Assetmark, Inc5,137
0.0% of portfolio›$99.4K
Blue Trust, Inc.5,040
0.0% of portfolio›$97.5K
Ascentis Independent Advisors5,024
0.0% of portfolio›$97.2K
Wagner Wealth Management, LLC3,189
0.0% of portfolio›$61.7K
Pathway Financial Advisers, LLC1,513
0.0% of portfolio›$29.3K
Elevation Wealth Partners, LLC1,311
0.0% of portfolio›$25.4K
Compass Financial Management LLC897
0.0% of portfolio›$17.4K
Kelleher Financial Advisors812
0.0% of portfolio›$15.7K
Salomon & Ludwin, LLC773
0.0% of portfolio›$15.0K
EverSource Wealth Advisors, LLC656
0.0% of portfolio›$12.7K
IFP Advisors, Inc514
0.0% of portfolio›$9.9K
William Mack & Associates, Inc.500
0.0% of portfolio›$9.7K
Creative Financial Designs Inc500
0.0% of portfolio›$9.7K
1620 Investment Advisors, Inc.474
0.0% of portfolio›$9.2K
Cdkv Holdings LLC275
0.0% of portfolio›$5.3K
Highline Wealth Partners LLC150
0.0% of portfolio›$2.9K
Spire Wealth Management147
0.0% of portfolio›$2.8K
Toth Financial Advisory Corp146
0.0% of portfolio›$2.8K
SBI Securities Co., Ltd.5
0.0% of portfolio›$97
StyleTurnoverLocationFiled
Intrua Financial, LLC
653,646$12.6M1.2%ETFMediumHouston, TX2026-10-28
Commonwealth Equity Services, LLC
330,643$6.4M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
249,840$4.8M0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
233,932$4.5M0.0%CoreLowPlymouth, MN2026-10-13
Adell Harriman & Carpenter Inc
233,649$4.5M0.2%GrowthVery LowHouston, TX2026-11-02
Dumont & Blake Investment Advisors LLC
118,705$2.3M0.6%CoreVery LowPrinceton, NJ2026-10-28
Farther Finance Advisors, LLC
86,706$1.7M0.0%IndexLowSan Francisco, CA2026-10-08
Oppenheimer & Co Inc
78,686$1.5M0.0%CoreLowNew York, NY2026-10-26
IFS Advisors, LLC
65,297$1.3M0.4%ETFLowOverland Park, KS2026-10-14
Cornerstone Wealth Management, LLC
63,428$1.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
Heartwood Wealth Advisors LLC
48,846$945.2K0.1%ETFLowRichmond, VA2026-10-05
Marino, Stram & Associates LLC
46,085$891.7K0.1%ETFVery LowBraintree, MA2026-10-22
Independent Financial Group, LLC
36,825$712.6K0.0%GrowthLowSan Diego, CA2026-10-13
Future Financial Wealth Managment LLC
35,887$694.4K0.4%ETFMediumCincinnati, OH2026-10-15
Endowment Wealth Management, Inc.
34,186$661.5K0.2%ETFMediumAppleton, WI2026-11-03
Kestra Advisory Services, LLC
33,236$643.1K0.0%CoreLowAustin, TX2026-11-02
Argyle Capital Partners, LLC
32,159$622.3K0.4%CoreLowLos Angeles, CA2026-10-23
Chicago Partners Investment Group LLC
26,964$512.0K0.0%GARPLowChicago, IL2026-10-27
Sowell Financial Services LLC
24,933$482.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Creative Planning
20,694$400.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
19,658$380.4K0.0%CoreLowCharlotte, NC2026-10-30
NWF Advisory Services Inc.
19,305$373.6K0.0%GARPLowLos Angeles, CA2026-10-19
Southland Equity Partners LLC
18,669$361.2K0.1%ETFLowWildwood, MO2026-10-14
Pinnacle Wealth Planning Services, Inc.
17,190$332.6K0.0%GARPLowMansfield, OH2026-10-27
Atlas Private Wealth Advisors
16,970$328.4K0.1%ETFLowRed Bank, NJ2026-10-23
Gamma Investing LLC
13,792$266.9K0.0%IndexVery LowFoster City, CA2026-10-08
QP Wealth Management, LLC
13,472$260.7K0.4%GrowthHighBoca Raton, FL2026-10-20
Buska Wealth Management, LLC
12,937$250.3K0.1%ETFMediumWausau, WI2026-10-08
SAX Wealth Advisors, LLC
12,500$241.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Quartz Partners, LLC
11,509$222.7K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Reicon Wealth Advisors, LLC
10,857$210.1K0.1%ETFLowAtlanta, GA2026-11-04
Lanark Financial, Inc.
9,577$185.3K0.0%CoreMediumBirmingham, AL2026-10-26
CoreCap Advisors, LLC
7,015$135.8K0.0%ETFMediumSouthfield, MI2026-10-08
Nfsg Corp
6,541$126.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Capital Investment Advisory Services, LLC
5,141$99.5K0.0%CoreMediumRaleigh, NC2026-10-30
Assetmark, Inc
5,137$99.4K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
5,040$97.5K0.0%ETFLowBrentwood, TN2026-10-15
Ascentis Independent Advisors
5,024$97.2K0.0%ETFLowDallas, TX2026-11-03
Wagner Wealth Management, LLC
3,189$61.7K0.0%ETFLowGreenville, SC2026-10-21
Pathway Financial Advisers, LLC
1,513$29.3K0.0%CoreLowAuburn, IN2026-10-27
Elevation Wealth Partners, LLC
1,311$25.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Compass Financial Management LLC
897$17.4K0.0%CoreN/ATampa, FL2026-10-30
Kelleher Financial Advisors
812$15.7K0.0%CoreMediumNew York, NY2026-10-30
Salomon & Ludwin, LLC
773$15.0K0.0%ETFVery LowRichmond, VA2026-10-29
EverSource Wealth Advisors, LLC
656$12.7K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
514$9.9K0.0%GrowthLowTampa, FL2026-10-16
William Mack & Associates, Inc.
500$9.7K0.0%ETFLowTroy, MI2026-10-27
Creative Financial Designs Inc
500$9.7K0.0%ETFMediumKokomo, IN2026-11-04
1620 Investment Advisors, Inc.
474$9.2K0.0%ValueLowPlymouth, MA2026-11-04
Cdkv Holdings LLC
275$5.3K0.0%ETFMediumDenver, CO2026-10-28
Highline Wealth Partners LLC
150$2.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Spire Wealth Management
147$2.8K0.0%GrowthMediumMclean, VA2026-10-30
Toth Financial Advisory Corp
146$2.8K0.0%CoreLowLeesburg, VA2026-10-08
SBI Securities Co., Ltd.
5$970.0%Agg GrowthLowTokyo, Mexico2026-10-22