Investors Research Corp’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Investors Research Corp’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	–	Sell	-213	Closed	-$4.01K	–	864
2026 Q1	$4.01K	Hold	213	–	–	﹤0.01%	635
2025 Q4	$4.23K	Hold	213	–	–	﹤0.01%	710
2025 Q3	$4.25K	Hold	213	–	–	﹤0.01%	741
2025 Q2	$4.16K	Hold	213	–	–	﹤0.01%	779
2025 Q1	$4.01K	Hold	213	–	–	﹤0.01%	795
2024 Q4	$4.08K	Hold	213	–	–	﹤0.01%	785
2024 Q3	$4.2K	Hold	213	–	–	﹤0.01%	808
2024 Q2	$4.01K	Hold	213	–	–	﹤0.01%	858
2024 Q1	$4.01K	Hold	213	–	–	﹤0.01%	835
2023 Q4	$3.83K	Hold	213	–	–	﹤0.01%	867
2023 Q3	$3.64K	Hold	213	–	–	﹤0.01%	878
2023 Q2	$3.85K	Hold	213	–	–	﹤0.01%	894
2023 Q1	$3.88K	Hold	213	–	–	﹤0.01%	909
2022 Q4	$3.86K	Hold	213	–	–	﹤0.01%	911
2022 Q3	$4K	Buy	+213	New	+$4.14K	﹤0.01%	896

Other funds holding PCEF

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

IFG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SEP

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

BWM

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SWA

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

Investors Research Corp's PCEF Position: Q2 2026 in Review

Investors Research Corp sold out of Invesco CEF Income Composite ETF (PCEF) in Q2 2026, closing a stake of 213 shares — an estimated $4.01K sold.

Investors Research Corp first reported a position in PCEF in Q3 2022 and held it in 15 quarters. The position peaked at $4.25K in Q3 2025. 17 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

Investors Research Corp reported no remaining Invesco CEF Income Composite ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 213 Invesco CEF Income Composite ETF shares in Q2 2026, an estimated $4.01K.
Investors Research Corp first reported a position in Invesco CEF Income Composite ETF in Q3 2022 and held it in 15 quarters.
Investors Research Corp's Invesco CEF Income Composite ETF position peaked at $4.25K in Q3 2025.
17 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.