CFD
PCEF icon

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
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 $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $324B AUM 22.36% 1-Year Est. Return

Creative Financial Designs's PCEF Position: Q1 2026 in Review

Creative Financial Designs held its Invesco CEF Income Composite ETF (PCEF) position steady in Q1 2026 at 500 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Creative Financial Designs first reported a position in PCEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.94K in Q4 2025. 123 funds tracked by Wall St. Rank hold PCEF as of Q1 2026.

  • Creative Financial Designs held 500 shares of Invesco CEF Income Composite ETF worth $9.41K as of Q1 2026.
  • Creative Financial Designs left its Invesco CEF Income Composite ETF share count unchanged in Q1 2026.
  • Invesco CEF Income Composite ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1431 holding.
  • Creative Financial Designs first reported a position in Invesco CEF Income Composite ETF in Q4 2025 and has held it in 2 quarters since.
  • Creative Financial Designs's Invesco CEF Income Composite ETF position peaked at $9.94K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.