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Jaffetilchin Investment Partners’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-1,294
Closed -$25.5K – 1016
2024
Q3 		$25.5K Buy
+1,294
New +$24.7K ﹤0.01% 708

Other funds holding PCEF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jaffetilchin Investment Partners's PCEF Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2024, closing a stake of 1,294 shares — an estimated $25.5K sold.

Jaffetilchin Investment Partners first reported a position in PCEF in Q3 2024 and held it in 1 quarter. The position peaked at $25.5K in Q3 2024. 132 funds tracked by Wall St. Rank hold PCEF as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco CEF Income Composite ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,294 Invesco CEF Income Composite ETF shares in Q4 2024, an estimated $25.5K.
  • Jaffetilchin Investment Partners first reported a position in Invesco CEF Income Composite ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco CEF Income Composite ETF position peaked at $25.5K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.