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Palisade Capital Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Palisade Capital 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
2026
Q1 		– Sell
-15,704
Closed -$312K – 314
2025
Q4 		$312K Buy
+15,704
New +$312K 0.01% 354

Other funds holding PCEF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Palisade Capital Management's PCEF Position: Q1 2026 in Review

Palisade Capital Management sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2026, closing a stake of 15,704 shares — an estimated $312K sold.

Palisade Capital Management first reported a position in PCEF in Q4 2025 and held it in 1 quarter. The position peaked at $312K in Q4 2025. 123 funds tracked by Wall St. Rank hold PCEF as of Q1 2026.

  • Palisade Capital Management reported no remaining Invesco CEF Income Composite ETF position as of Q1 2026 after selling out during the quarter.
  • Palisade Capital Management sold 15,704 Invesco CEF Income Composite ETF shares in Q1 2026, an estimated $312K.
  • Palisade Capital Management first reported a position in Invesco CEF Income Composite ETF in Q4 2025 and held it in 1 quarter.
  • Palisade Capital Management's Invesco CEF Income Composite ETF position peaked at $312K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.