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

Merkkuri Wealth 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
Q2 		– Sell
-844
Closed -$15.9K – 265
2026
Q1 		$15.9K Buy
+844
New +$16.7K 0.01% 194
2025
Q1 		– Sell
-13,615
Closed -$261K – 86
2024
Q4 		$261K Buy
13,615
+277
+2% +$5.41K 0.21% 77
2024
Q3 		$263K Buy
13,338
+289
+2% +$5.52K 0.21% 76
2024
Q2 		$246K Buy
+13,049
New +$241K 0.23% 73

Other funds holding PCEF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Merkkuri Wealth Advisors's PCEF Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q2 2026, closing a stake of 844 shares — an estimated $15.9K sold.

Merkkuri Wealth Advisors first reported a position in PCEF in Q2 2024 and held it in 4 quarters. The position peaked at $263K in Q3 2024. 121 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 844 Invesco CEF Income Composite ETF shares in Q2 2026, an estimated $15.9K.
  • Merkkuri Wealth Advisors first reported a position in Invesco CEF Income Composite ETF in Q2 2024 and held it in 4 quarters.
  • Merkkuri Wealth Advisors's Invesco CEF Income Composite ETF position peaked at $263K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.