AE Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.3K | Sell |
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|
2025
Q2 | $21.4K | Sell |
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|
2025
Q1 | $56.2K | Hold |
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|
2024
Q4 | $57.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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