Avantax Advisory Services’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
Q2 | $737K | Sell |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $621K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $258K | Buy |
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