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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 120 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.
120 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.