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Creative Financial Designs’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Creative Financial Designs’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 		$10.2K Hold
500
– – ﹤0.01% 1511
2026
Q1 		$9.41K Hold
500
– – ﹤0.01% 1431
2025
Q4 		$9.94K Buy
+500
New +$9.93K ﹤0.01% 1361

Other funds holding PCEF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Financial Designs's PCEF Position: Q2 2026 in Review

Creative Financial Designs held its Invesco CEF Income Composite ETF (PCEF) position steady in Q2 2026 at 500 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Creative Financial Designs first reported a position in PCEF in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

  • Creative Financial Designs held 500 shares of Invesco CEF Income Composite ETF worth $10.2K as of Q2 2026.
  • Creative Financial Designs left its Invesco CEF Income Composite ETF share count unchanged in Q2 2026.
  • Invesco CEF Income Composite ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1511 holding.
  • Creative Financial Designs first reported a position in Invesco CEF Income Composite ETF in Q4 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.