GAMMA Investing’s Invesco CEF Income Composite ETF PCEF Stock Holding History

GAMMA Investing’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 Q2	$265K	Buy	13,027 +7,354	+130%	+$146K	0.01%	1055
2026 Q1	$107K	Buy	5,673 +1,320	+30%	+$26.1K	0.01%	1619
2025 Q4	$86.5K	Buy	4,353 +303	+7%	+$6.02K	﹤0.01%	1683
2025 Q3	$80.9K	Sell	4,050 -71,077	-95%	-$1.41M	﹤0.01%	1661
2025 Q2	$1.47M	Sell	75,127 -145,104	-66%	-$2.71M	0.09%	190
2025 Q1	$4.15M	Buy	220,231 +16,283	+8%	+$316K	0.31%	56
2024 Q4	$3.91M	Buy	203,948 +70,586	+53%	+$1.38M	0.33%	44
2024 Q3	$2.63M	Buy	+133,362	New	+$2.55M	0.26%	67

Other funds holding PCEF

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return