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 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Panoramic Investment Advisors's PCEF Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its Invesco CEF Income Composite ETF (PCEF) stake by 2.1% in Q1 2026, selling an estimated $23.2K and leaving 53,733 shares worth $1.01M. The position accounts for 0.55% of the portfolio, ranked #47.

Panoramic Investment Advisors first reported a position in PCEF in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2025. 123 funds tracked by Wall St. Rank hold PCEF as of Q1 2026.

Panoramic Investment Advisors held 53,733 shares of Invesco CEF Income Composite ETF worth $1.01M as of Q1 2026.
Panoramic Investment Advisors sold 1,172 Invesco CEF Income Composite ETF shares in Q1 2026, an estimated $23.2K.
Invesco CEF Income Composite ETF made up 0.55% of Panoramic Investment Advisors's portfolio in Q1 2026, its #47 holding.
Panoramic Investment Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Invesco CEF Income Composite ETF position peaked at $1.09M in Q4 2025.
123 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.