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Invesco CEF Income Composite ETF
PCEF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 41.3 M +USD 5.33 M +263,850 +14%
Ameriprise
2
Ameriprise
Minnesota
USD 28.3 M +USD 2.7 M +133,336 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 19.8 M -USD 739 k -36,554 -3%
LPL Financial
4
LPL Financial
California
USD 18.6 M -USD 1 M -49,650 -5%
Wells Fargo
5
Wells Fargo
California
USD 15.1 M +USD 967 k +47,825 +6%
Bank of America
6
Bank of America
North Carolina
USD 13.8 M +USD 2.73 M +134,838 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 12.9 M -USD 296 k -14,619 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 11.4 M +USD 199 k +9,858 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 9.8 M -USD 570 k -28,187 -5%
UBS Group
10
UBS Group
Switzerland
USD 6.61 M -USD 10.4 M -514,672 -60%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 5.31 M -USD 473 k -23,410 -8%
Hightower 6M Holding
12
Hightower 6M Holding
Kansas
USD 4.06 M -USD 553 k -27,353 -11%
Creative Planning
13
Creative Planning
Kansas
USD 3.91 M -USD 138 k -6,832 -3%
WealthShield Partners
14
WealthShield Partners
North Carolina
USD 3.87 M -USD 755 k -37,344 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 3.71 M +USD 185 k +9,146 +5%
Beck Bode LLC
16
Beck Bode LLC
Massachusetts
USD 3.61 M +USD 3.86 M +190,692 Nuevas
Belpointe Asset Management
17
Belpointe Asset Management
Nevada
USD 3.01 M +USD 175 k +8,657 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
USD 2.78 M -USD 366 k -18,085 -11%
Dumont & Blake Investment Advisors
19
Dumont & Blake Investment Advisors
New Jersey
USD 2.72 M +USD 126 k +6,238 +5%
Merit Financial Group
20
Merit Financial Group
Georgia
USD 2.55 M +USD 262 k +12,935 +11%
Brinker Capital Investments
21
Brinker Capital Investments
Pennsylvania
USD 2.46 M +USD 214 k +10,589 +9%
Tidal Investments
22
Tidal Investments
Wisconsin
USD 2.07 M +USD 252 k +12,441 +13%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
USD 2.02 M +USD 1.22 M +60,277 +129%
Mariner
24
Mariner
Kansas
USD 1.98 M – – –
Csenge Advisory Group
25
Csenge Advisory Group
Florida
USD 1.5 M -USD 137 k -6,764 -8%
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