Panoramic Investment Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Panoramic Investment 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	$1.23M	Buy	60,418 +6,685	+12%	+$133K	0.59%	44
2026 Q1	$1.01M	Sell	53,733 -1,172	-2%	-$23.2K	0.55%	47
2025 Q4	$1.09M	Buy	54,905 +522	+1%	+$10.4K	0.59%	46
2025 Q3	$1.09M	Buy	54,383 +3,180	+6%	+$63.1K	0.61%	43
2025 Q2	$1M	Buy	51,203 +291	+0.6%	+$5.43K	0.61%	42
2025 Q1	$960K	Buy	50,912 +4,658	+10%	+$90.4K	0.65%	44
2024 Q4	$886K	Buy	46,254 +12,309	+36%	+$240K	0.58%	43
2024 Q3	$669K	Buy	+33,945	New	+$648K	0.46%	52
2024 Q1	$466K	Buy	24,709 +4,266	+21%	+$78.6K	0.34%	65
2023 Q4	$367K	Buy	20,443 +640	+3%	+$11K	0.32%	66
2023 Q3	$339K	Buy	+19,803	New	+$354K	0.31%	66
2022 Q4	$328K	Buy	+18,080	New	+$330K	0.34%	69

Other funds holding PCEF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Panoramic Investment Advisors's PCEF Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Invesco CEF Income Composite ETF (PCEF) stake by 12% in Q2 2026, buying an estimated $133K and bringing the position to 60,418 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #44.

Panoramic Investment Advisors first reported a position in PCEF in Q4 2022 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

Panoramic Investment Advisors held 60,418 shares of Invesco CEF Income Composite ETF worth $1.23M as of Q2 2026.
Panoramic Investment Advisors bought 6,685 Invesco CEF Income Composite ETF shares in Q2 2026, an estimated $133K.
Invesco CEF Income Composite ETF made up 0.59% of Panoramic Investment Advisors's portfolio in Q2 2026, its #44 holding.
Panoramic Investment Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2022 and has held it in 12 quarters since.
120 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.