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Hudson Valley Investment Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Hudson Valley Investment 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
Q4 		– Sell
-15,704
Closed -$314K – 170
2025
Q3 		$314K Hold
15,704
– – 0.03% 142
2025
Q2 		$307K Hold
15,704
– – 0.03% 143
2025
Q1 		$296K Hold
15,704
– – 0.04% 136
2024
Q4 		$301K Hold
15,704
– – 0.03% 140
2024
Q3 		$310K Hold
15,704
– – 0.03% 142
2024
Q2 		$286K Hold
15,704
– – 0.04% 156
2024
Q1 		$296K Hold
15,704
– – 0.04% 150
2023
Q4 		$286K Hold
15,704
– – 0.04% 156
2023
Q3 		$269K Hold
15,704
– – 0.04% 161
2023
Q2 		$284K Hold
15,704
– – 0.04% 172
2023
Q1 		$286K Hold
15,704
– – 0.04% 185
2022
Q4 		$285K Buy
15,704
+5,400
+52% +$98.6K 0.04% 187
2022
Q3 		$180K Hold
10,304
– – 0.03% 200
2022
Q2 		$195K Hold
10,304
– – 0.03% 193
2022
Q1 		$227K Hold
10,304
– – 0.03% 190
2021
Q4 		$249K Buy
+10,304
New +$248K 0.04% 166

Other funds holding PCEF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hudson Valley Investment Advisors's PCEF Position: Q4 2025 in Review

Hudson Valley Investment Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2025, closing a stake of 15,704 shares — an estimated $314K sold.

Hudson Valley Investment Advisors first reported a position in PCEF in Q4 2021 and held it in 16 quarters. The position peaked at $314K in Q3 2025. 122 funds tracked by Wall St. Rank hold PCEF as of Q4 2025.

  • Hudson Valley Investment Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q4 2025 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 15,704 Invesco CEF Income Composite ETF shares in Q4 2025, an estimated $314K.
  • Hudson Valley Investment Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2021 and held it in 16 quarters.
  • Hudson Valley Investment Advisors's Invesco CEF Income Composite ETF position peaked at $314K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.