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Lake Point Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Lake Point Wealth Management’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
2019
Q2 		$0 Hold
20
– – ﹤0.01% 683
2019
Q1 		$0 Buy
+20
New +$434 ﹤0.01% 811

Other funds holding PCEF

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's PCEF Position: Q2 2019 in Review

Lake Point Wealth Management held its Invesco CEF Income Composite ETF (PCEF) position steady in Q2 2019 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Lake Point Wealth Management first reported a position in PCEF in Q1 2019 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold PCEF as of Q2 2019.

  • Lake Point Wealth Management held 20 shares of Invesco CEF Income Composite ETF worth $0 as of Q2 2019.
  • Lake Point Wealth Management left its Invesco CEF Income Composite ETF share count unchanged in Q2 2019.
  • Invesco CEF Income Composite ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #683 holding.
  • Lake Point Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q1 2019 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.