Ancora Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Ancora Advisors’s Portfolio PCEF Stock Details PCEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,574	Closed	-$97K	–	1907
2022 Q3	$97K	Hold	5,574	–	–	﹤0.01%	911
2022 Q2	$105K	Hold	5,574	–	–	﹤0.01%	949
2022 Q1	$123K	Hold	5,574	–	–	﹤0.01%	958
2021 Q4	$135K	Hold	5,574	–	–	﹤0.01%	931
2021 Q3	$133K	Hold	5,574	–	–	﹤0.01%	897
2021 Q2	$137K	Hold	5,574	–	–	﹤0.01%	837
2021 Q1	$130K	Hold	5,574	–	–	﹤0.01%	805
2020 Q4	$125K	Hold	5,574	–	–	﹤0.01%	709
2020 Q3	$113K	Hold	5,574	–	–	﹤0.01%	701
2020 Q2	$111K	Hold	5,574	–	–	﹤0.01%	696
2020 Q1	$98K	Hold	5,574	–	–	﹤0.01%	783
2019 Q4	$130K	Buy	+5,574	New	+$127K	﹤0.01%	737

Other funds holding PCEF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ancora Advisors's PCEF Position: Q4 2022 in Review

Ancora Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2022, closing a stake of 5,574 shares — an estimated $97K sold.

Ancora Advisors first reported a position in PCEF in Q4 2019 and held it in 12 quarters. The position peaked at $137K in Q2 2021. 126 funds tracked by Wall St. Rank hold PCEF as of Q4 2022.

Ancora Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q4 2022 after selling out during the quarter.
Ancora Advisors sold 5,574 Invesco CEF Income Composite ETF shares in Q4 2022, an estimated $97K.
Ancora Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2019 and held it in 12 quarters.
Ancora Advisors's Invesco CEF Income Composite ETF position peaked at $137K in Q2 2021.
126 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.