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

Buska 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
2026 Q2	$362K	Sell	17,808 -1,892	-10%	-$37.6K	0.13%	56
2026 Q1	$371K	Sell	19,700 -4,068	-17%	-$80.5K	0.15%	53
2025 Q4	$473K	Sell	23,768 -633	-3%	-$12.6K	0.17%	43
2025 Q3	$487K	Buy	24,401 +4,515	+23%	+$89.5K	0.15%	40
2025 Q2	$389K	Buy	19,886 +651	+3%	+$12.2K	0.11%	45
2025 Q1	$363K	Buy	19,235 +3,742	+24%	+$72.6K	0.11%	49
2024 Q4	$297K	Buy	15,493 +3,329	+27%	+$65K	0.1%	49
2024 Q3	$240K	Buy	+12,164	New	+$232K	0.08%	53

Other funds holding PCEF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Buska Wealth Management's PCEF Position: Q2 2026 in Review

Buska Wealth Management reduced its Invesco CEF Income Composite ETF (PCEF) stake by 9.6% in Q2 2026, selling an estimated $37.6K and leaving 17,808 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #56.

Buska Wealth Management first reported a position in PCEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $487K in Q3 2025. 17 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

Buska Wealth Management held 17,808 shares of Invesco CEF Income Composite ETF worth $362K as of Q2 2026.
Buska Wealth Management sold 1,892 Invesco CEF Income Composite ETF shares in Q2 2026, an estimated $37.6K.
Invesco CEF Income Composite ETF made up 0.13% of Buska Wealth Management's portfolio in Q2 2026, its #56 holding.
Buska Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q3 2024 and has held it in 8 quarters since.
Buska Wealth Management's Invesco CEF Income Composite ETF position peaked at $487K in Q3 2025.
17 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.