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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
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

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

Elevation Wealth Partners's PCEF Position: Q2 2026 in Review

Elevation Wealth Partners held its Invesco CEF Income Composite ETF (PCEF) position steady in Q2 2026 at 1,311 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #493.

Elevation Wealth Partners first reported a position in PCEF in Q1 2023 and has held it in 14 quarters since. 17 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

  • Elevation Wealth Partners held 1,311 shares of Invesco CEF Income Composite ETF worth $26.6K as of Q2 2026.
  • Elevation Wealth Partners left its Invesco CEF Income Composite ETF share count unchanged in Q2 2026.
  • Invesco CEF Income Composite ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #493 holding.
  • Elevation Wealth Partners first reported a position in Invesco CEF Income Composite ETF in Q1 2023 and has held it in 14 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.