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Endurance Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Endurance Wealth Management’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
2019
Q4 		– Sell
-110
Closed -$2K – 530
2019
Q3 		$2K Buy
+110
New +$2.48K ﹤0.01% 492

Other funds holding PCEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Endurance Wealth Management's PCEF Position: Q4 2019 in Review

Endurance Wealth Management sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2019, closing a stake of 110 shares — an estimated $2K sold.

Endurance Wealth Management first reported a position in PCEF in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 119 funds tracked by Wall St. Rank hold PCEF as of Q4 2019.

  • Endurance Wealth Management reported no remaining Invesco CEF Income Composite ETF position as of Q4 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 110 Invesco CEF Income Composite ETF shares in Q4 2019, an estimated $2K.
  • Endurance Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q3 2019 and held it in 1 quarter.
  • Endurance Wealth Management's Invesco CEF Income Composite ETF position peaked at $2K in Q3 2019.
  • 119 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2019.

Based on Endurance Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.