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icono de PCEF

Invesco CEF Income Composite ETF
PCEF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HIA
101
Highland Investment Advisors
Florida
USD 20.3 k +USD 19.9 k +1,000 Nuevas
Bessemer Group
102
Bessemer Group
New Jersey
USD 20 k +USD 19.9 k +998 Nuevas
Compass Financial Management
103
Compass Financial Management
Florida
USD 18.2 k +USD 17.8 k +897 Nuevas
AE Wealth Management
104
AE Wealth Management
Kansas
USD 17.4 k – – –
Salomon & Ludwin
105
Salomon & Ludwin
Virginia
USD 15.8 k – – –
SHP Wealth Management
106
SHP Wealth Management
Massachusetts
USD 11.8 k +USD 159 +8 +1%
APFP
107
Action Point Financial Planning
Michigan
USD 10.6 k +USD 10.3 k +520 Nuevas
Creative Financial Designs
108
Creative Financial Designs
Indiana
USD 10.2 k – – –
1IA
109
1620 Investment Advisors
Massachusetts
USD 9.6 k – – –
Tower Research Capital (TRC)
110
Tower Research Capital (TRC)
New York
USD 5.91 k +USD 5.53 k +278 +2,138%
CH
111
CDKV Holdings
Colorado
USD 5.59 k – – –
Citigroup
112
Citigroup
New York
USD 5.2 k – – –
HWP
113
Highline Wealth Partners
California
USD 3.05 k +USD 2.98 k +150 Nuevas
Spire Wealth Management
114
Spire Wealth Management
Virginia
USD 2.99 k – – –
Toth Financial Advisory
115
Toth Financial Advisory
Virginia
USD 2.97 k – – –
AssetMark Inc
116
AssetMark Inc
California
USD 2.78 k – – –
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
USD 1.16 k – – –
Global Retirement Partners
118
Global Retirement Partners
California
USD 962 +USD 935 +47 Nuevas
Johnson Financial Group Inc (Wisconsin)
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 102 – – –
SBI Securities
120
SBI Securities
Japan
USD 20 +USD 20 +1 Nuevas
JP Morgan Chase
121
JP Morgan Chase
New York
USD 15 -USD 13.3 k -667 Cerradas
Independent Advisor Alliance
122
Independent Advisor Alliance
North Carolina
– -USD 20 M -1,061,903 Cerradas
WealthShield Partners
123
WealthShield Partners
North Carolina
– -USD 1.22 M -64,563 Cerradas
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– -USD 893 k -47,467 Cerradas
GSEP
125
Golden State Equity Partners
California
– -USD 94.6 k -5,024 Cerradas
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