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Financial Gravity Asset Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$577K Buy
+27,160
New +$623K 0.6% 24

Other funds holding PCEF

JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Financial Gravity Asset Management's PCEF Position: Q3 2018 in Review

Financial Gravity Asset Management opened a new position in Invesco CEF Income Composite ETF (PCEF) in Q3 2018: 27,160 shares worth $577K. The stake represents 0.6% of the portfolio and ranks #24 among its holdings.

106 funds tracked by Wall St. Rank hold PCEF as of Q3 2018.

  • Financial Gravity Asset Management held 27,160 shares of Invesco CEF Income Composite ETF worth $577K as of Q3 2018.
  • Invesco CEF Income Composite ETF was a new Financial Gravity Asset Management position in Q3 2018.
  • Invesco CEF Income Composite ETF made up 0.6% of Financial Gravity Asset Management's portfolio in Q3 2018, its #24 holding.
  • 106 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.