IFS Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

IFS 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
2026 Q3	$1.26M	Buy	+65,297	New	+$1.31M	0.38%	46

Other funds holding PCEF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

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 Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFS Advisors's PCEF Position: Q3 2026 in Review

IFS Advisors opened a new position in Invesco CEF Income Composite ETF (PCEF) in Q3 2026: 65,297 shares worth $1.26M. The stake represents 0.38% of the portfolio and ranks #46 among its holdings.

16 funds tracked by Wall St. Rank hold PCEF as of Q3 2026.

IFS Advisors held 65,297 shares of Invesco CEF Income Composite ETF worth $1.26M as of Q3 2026.
Invesco CEF Income Composite ETF was a new IFS Advisors position in Q3 2026.
Invesco CEF Income Composite ETF made up 0.38% of IFS Advisors's portfolio in Q3 2026, its #46 holding.
16 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.