Atticus Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-4,784	Closed	-$93.5K	–	495
2025 Q2	$93.5K	Hold	4,784	–	–	0.03%	250
2025 Q1	$90.2K	Hold	4,784	–	–	0.03%	171
2024 Q4	$91.7K	Hold	4,784	–	–	0.03%	172
2024 Q3	$94.3K	Hold	4,784	–	–	0.03%	173
2024 Q2	$90K	Buy	+4,784	New	+$88.3K	0.03%	179

Other funds holding PCEF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Atticus Wealth Management's PCEF Position: Q3 2025 in Review

Atticus Wealth Management sold out of Invesco CEF Income Composite ETF (PCEF) in Q3 2025, closing a stake of 4,784 shares — an estimated $93.5K sold.

Atticus Wealth Management first reported a position in PCEF in Q2 2024 and held it in 5 quarters. The position peaked at $94.3K in Q3 2024. 124 funds tracked by Wall St. Rank hold PCEF as of Q3 2025.

Atticus Wealth Management reported no remaining Invesco CEF Income Composite ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 4,784 Invesco CEF Income Composite ETF shares in Q3 2025, an estimated $93.5K.
Atticus Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q2 2024 and held it in 5 quarters.
Atticus Wealth Management's Invesco CEF Income Composite ETF position peaked at $94.3K in Q3 2024.
124 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.