CI
PCEF icon

CX Institutional’s Invesco CEF Income Composite ETF PCEF Stock Holding History

CX Institutional’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 		– Sell
-557
Closed -$10K – 1623
2026
Q1 		$10K Buy
557
+11
+2% +$218 ﹤0.01% 1301
2025
Q4 		$11K Sell
546
-1,192
-69% -$23.7K ﹤0.01% 1183
2025
Q3 		$35K Buy
+1,738
New +$34.5K ﹤0.01% 1003

Other funds holding PCEF

Wealth Enhancement Advisory Services
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
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
GI
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional's PCEF Position: Q2 2026 in Review

CX Institutional sold out of Invesco CEF Income Composite ETF (PCEF) in Q2 2026, closing a stake of 557 shares — an estimated $10K sold.

CX Institutional first reported a position in PCEF in Q3 2025 and held it in 3 quarters. The position peaked at $35K in Q3 2025. 17 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

  • CX Institutional reported no remaining Invesco CEF Income Composite ETF position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 557 Invesco CEF Income Composite ETF shares in Q2 2026, an estimated $10K.
  • CX Institutional first reported a position in Invesco CEF Income Composite ETF in Q3 2025 and held it in 3 quarters.
  • CX Institutional's Invesco CEF Income Composite ETF position peaked at $35K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.