EverSource Wealth Advisors
PCEF icon

EverSource Wealth Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

EverSource Wealth Advisors’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 		$12.7K Buy
+656
New +$13.2K ﹤0.01% 2756
2025
Q2 		– Sell
-896
Closed -$16.9K – 4331
2025
Q1 		$16.9K Hold
896
– – ﹤0.01% 1790
2024
Q4 		$17.2K Hold
896
– – ﹤0.01% 1710
2024
Q3 		$17.7K Hold
896
– – ﹤0.01% 1557
2024
Q2 		$17.1K Hold
896
– – ﹤0.01% 1579
2024
Q1 		$16.1K Buy
+896
New +$16.5K ﹤0.01% 1464

Other funds holding PCEF

Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

EverSource Wealth Advisors's PCEF Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Invesco CEF Income Composite ETF (PCEF) in Q3 2026: 656 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #2756 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in PCEF as recently as Q1 2025.

EverSource Wealth Advisors first reported a position in PCEF in Q1 2024 and has held it in 6 quarters since. The position peaked at $17.7K in Q3 2024. 76 funds tracked by Wall St. Rank hold PCEF as of Q3 2026.

  • EverSource Wealth Advisors held 656 shares of Invesco CEF Income Composite ETF worth $12.7K as of Q3 2026.
  • Invesco CEF Income Composite ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • Invesco CEF Income Composite ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2756 holding.
  • EverSource Wealth Advisors first reported a position in Invesco CEF Income Composite ETF in Q1 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Invesco CEF Income Composite ETF position peaked at $17.7K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.