Elevation Wealth Partners
PCEF icon

Elevation Wealth Partners’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Elevation Wealth Partners’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
Q3 		$25.4K Hold
1,311
– – 0.01% 606
2026
Q2 		$26.6K Hold
1,311
– – 0.01% 493
2026
Q1 		$24.7K Hold
1,311
– – 0.01% 334
2025
Q4 		$26.1K Hold
1,311
– – 0.01% 320
2025
Q3 		$26.2K Hold
1,311
– – 0.01% 305
2025
Q2 		$25.6K Hold
1,311
– – 0.01% 298
2025
Q1 		$24.7K Hold
1,311
– – 0.01% 299
2024
Q4 		$25.1K Hold
1,311
– – 0.01% 293
2024
Q3 		$25.8K Hold
1,311
– – 0.01% 281
2024
Q2 		$24.7K Hold
1,311
– – 0.01% 274
2024
Q1 		$24.7K Hold
1,311
– – 0.01% 280
2023
Q4 		$22.4K Hold
1,311
– – 0.01% 273
2023
Q3 		$22.4K Hold
1,311
– – 0.02% 203
2023
Q2 		$23.7K Hold
1,311
– – 0.02% 204
2023
Q1 		$23.9K Buy
+1,311
New +$24.7K 0.02% 205

Other funds holding PCEF

Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors Princeton, New Jersey $398M AUM 22.72% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Elevation Wealth Partners's PCEF Position: Q3 2026 in Review

Elevation Wealth Partners held its Invesco CEF Income Composite ETF (PCEF) position steady in Q3 2026 at 1,311 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #606.

Elevation Wealth Partners first reported a position in PCEF in Q1 2023 and has held it in 15 quarters since. The position peaked at $26.6K in Q2 2026. 63 funds tracked by Wall St. Rank hold PCEF as of Q3 2026.

  • Elevation Wealth Partners held 1,311 shares of Invesco CEF Income Composite ETF worth $25.4K as of Q3 2026.
  • Elevation Wealth Partners left its Invesco CEF Income Composite ETF share count unchanged in Q3 2026.
  • Invesco CEF Income Composite ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #606 holding.
  • Elevation Wealth Partners first reported a position in Invesco CEF Income Composite ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Invesco CEF Income Composite ETF position peaked at $26.6K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.