FFWM
PCEF icon

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

Future Financial 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
2026
Q3 		$694K Sell
35,887
-6,250
-15% -$126K 0.43% 45
2026
Q2 		$839K Sell
42,137
-3,805
-8% -$75.7K 0.52% 37
2026
Q1 		$910K Sell
45,942
-212
-0.5% -$4.19K 0.59% 33
2025
Q4 		$915K Sell
46,154
-11,345
-20% -$225K 0.62% 30
2025
Q3 		$1.15M Buy
57,499
+2,150
+4% +$42.6K 0.72% 25
2025
Q2 		$1.08M Buy
55,349
+1,007
+2% +$18.8K 0.74% 26
2025
Q1 		$1.02M Sell
54,342
-4,880
-8% -$94.7K 0.75% 28
2024
Q4 		$1.13M Sell
59,222
-11,784
-17% -$230K 0.83% 27
2024
Q3 		$1.4M Buy
71,006
+8,035
+13% +$153K 1% 23
2024
Q2 		$1.19M Buy
62,971
+9,775
+18% +$180K 1.04% 26
2024
Q1 		$1M Buy
53,196
+10,118
+23% +$186K 0.77% 31
2023
Q4 		$774K Sell
43,078
-2,881
-6% -$49.5K 0.77% 35
2023
Q3 		$786K Buy
45,959
+25
+0.1% +$447 0.87% 31
2023
Q2 		$830K Buy
45,934
+6,000
+15% +$108K 0.87% 32
2023
Q1 		$726K Buy
39,934
+803
+2% +$15.1K 0.8% 35
2022
Q4 		$709K Sell
39,131
-5,683
-13% -$104K 0.81% 43
2022
Q3 		$848K Buy
44,814
+1,413
+3% +$27.5K 0.98% 34
2022
Q2 		$958K Hold
43,401
– – 0.94% 36
2022
Q1 		$958K Buy
43,401
+701
+2% +$15.7K 0.79% 36
2021
Q4 		$1.03M Buy
42,700
+6,640
+18% +$160K 0.83% 34
2021
Q3 		$883K Hold
36,060
– – 0.91% 39
2021
Q2 		$883K Buy
36,060
+852
+2% +$20.4K 0.91% 39
2021
Q1 		$819K Buy
35,208
+5,304
+18% +$120K 0.94% 31
2020
Q4 		$671K Buy
+29,904
New +$635K 0.77% 38

Other funds holding PCEF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Future Financial Wealth Management's PCEF Position: Q3 2026 in Review

Future Financial Wealth Management reduced its Invesco CEF Income Composite ETF (PCEF) stake by 15% in Q3 2026, selling an estimated $126K and leaving 35,887 shares worth $694K. The position accounts for 0.43% of the portfolio, ranked #45.

Future Financial Wealth Management first reported a position in PCEF in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.4M in Q3 2024. 18 funds tracked by Wall St. Rank hold PCEF as of Q3 2026.

  • Future Financial Wealth Management held 35,887 shares of Invesco CEF Income Composite ETF worth $694K as of Q3 2026.
  • Future Financial Wealth Management sold 6,250 Invesco CEF Income Composite ETF shares in Q3 2026, an estimated $126K.
  • Invesco CEF Income Composite ETF made up 0.43% of Future Financial Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Future Financial Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q4 2020 and has held it in 24 quarters since.
  • Future Financial Wealth Management's Invesco CEF Income Composite ETF position peaked at $1.4M in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.