Panoramic Investment Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
51,203
+291
| +0.6% | +$5.69K | 0.61% | 42 |
|
|
2025
Q1 | $960K | Buy |
50,912
+4,658
| +10% | +$87.8K | 0.65% | 44 |
|
|
2024
Q4 | $886K | Buy |
46,254
+12,309
| +36% | +$236K | 0.58% | 43 |
|
|
2024
Q3 | $669K | Buy |
+33,945
| New | +$669K | 0.46% | 52 |
|
|
2024
Q1 | $466K | Buy |
24,709
+4,266
| +21% | +$80.4K | 0.34% | 65 |
|
|
2023
Q4 | $367K | Buy |
20,443
+640
| +3% | +$11.5K | 0.32% | 66 |
|
|
2023
Q3 | $339K | Buy |
+19,803
| New | +$339K | 0.31% | 66 |
|
|
2022
Q4 | $328K | Buy |
+18,080
| New | +$328K | 0.34% | 69 |
|