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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
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% 1580
2024
Q1 		$16.1K Buy
+896
New +$16.5K ﹤0.01% 1464

Other funds holding PCEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's PCEF Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q2 2025, closing a stake of 896 shares — an estimated $16.9K sold.

EverSource Wealth Advisors first reported a position in PCEF in Q1 2024 and held it in 5 quarters. The position peaked at $17.7K in Q3 2024. 127 funds tracked by Wall St. Rank hold PCEF as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 896 Invesco CEF Income Composite ETF shares in Q2 2025, an estimated $16.9K.
  • EverSource Wealth Advisors first reported a position in Invesco CEF Income Composite ETF in Q1 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's Invesco CEF Income Composite ETF position peaked at $17.7K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.