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Public ownership evidence

Invesco CEF Income Composite ETF (PCEF) Ownership Disclosures

Read PCEF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Beacon Pointe Advisors, LLC2026-06-302026-08-1915,326$311,262None
Glen Eagle Advisors, LLC2026-06-302026-08-153,405$69,156None
NFSG Corp2026-06-302026-08-156,962$141,388None
Qube Research & Technologies Ltd2026-06-302026-08-1557$1,158None
IFG Advisory, LLC2026-06-302026-08-155,140$104,393None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,391$48,561None
OSAIC HOLDINGS, INC.2026-06-302026-08-15362,642$7,365,935None
BTS Asset Management, Inc.2026-06-302026-08-1521,659$439,885None
Orion Porfolio Solutions, LLC2026-06-302026-08-1529,947$608,219None
HRT FINANCIAL LP2026-06-302026-08-1545,043$914,000None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15520$10,561None
Gotham Asset Management, LLC2026-06-302026-08-1543,225$877,900None
&PARTNERS2026-06-302026-08-1516,972$344,704None
Thrivent Financial for Lutherans2026-06-302026-08-1512,320$250,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15445,326$9,044,572None
Cerity Partners LLC2026-06-302026-08-1524,152$492,598None
ROYAL BANK OF CANADA2026-06-302026-08-153,093,272$62,824,000None
ROYAL BANK OF CANADA2026-06-302026-08-1514,055$285,000None
Larson Financial Group LLC2026-06-302026-08-151,461,727$29,687,685None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15506,883$10,294,787None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1582,716$1,679,957None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15964,907$19,597,258None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15432,532$8,784,721None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15749,155$15,215,338None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15168,816$3,428,657None
Highland Investment Advisors LLC2026-06-302026-08-141,000$20,310None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1460,418$1,227,086None
Rockefeller Capital Management L.P.2026-06-302026-08-1497,140$1,972,919None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,894$58,777None
UBS Group AG2026-06-302026-08-141,325$26,911None
UBS Group AG2026-06-302026-08-14319,703$6,493,168None
Mariner, LLC2026-06-302026-08-14129,002$2,620,026None
Creative Planning2026-06-302026-08-1419,429$394,603None
Beck Bode, LLC2026-06-302026-08-1418,228$370,211None
MORGAN STANLEY2026-06-302026-08-142,611,810$53,045,879None
MORGAN STANLEY2026-06-302026-08-141$27None
MORGAN STANLEY2026-06-302026-08-1482$1,682None
FMR LLC2026-06-302026-08-142,544$51,661None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13897$18,218None
Smartleaf Asset Management LLC2026-06-302026-08-1328,864$583,630None
SYKON CAPITAL LLC2026-06-302026-08-13367,770$7,469,408None
Boxwood Ventures, Inc.2026-06-302026-08-1316,103$327,059None
Integrated Wealth Concepts LLC2026-06-302026-08-132,413$49,007None
ODonnell Financial Services, LLC2026-06-302026-08-1320,399$414,304None
Cetera Investment Advisers2026-06-302026-08-13462,122$9,385,701None
Baird Financial Group, Inc.2026-06-302026-08-1393,376$1,896,467None
Aptus Capital Advisors, LLC2026-06-302026-08-137,603$154,410None
NewEdge Advisors, LLC2026-06-302026-08-1339,429$800,804None
Summit Financial, LLC2026-06-302026-08-1363,732$1,294,392None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,555$31,582None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗Glen Eagle Advisors, LLC ↗NFSG Corp ↗Qube Research & Technologies Ltd ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗BTS Asset Management, Inc. ↗Orion Porfolio Solutions, LLC ↗HRT FINANCIAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.