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SageView Advisory Group’s Invesco CEF Income Composite ETF PCEF Stock Holding History

SageView Advisory Group’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
-796
Closed -$15.8K – 1881
2025
Q4 		$15.8K Buy
+796
New +$15.8K ﹤0.01% 1541
2024
Q2 		– Sell
-9,068
Closed -$208K – 695
2024
Q1 		$208K Buy
+9,068
New +$167K 0.01% 504

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SageView Advisory Group's PCEF Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2026, closing a stake of 796 shares — an estimated $15.8K sold.

SageView Advisory Group first reported a position in PCEF in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2024. 123 funds tracked by Wall St. Rank hold PCEF as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco CEF Income Composite ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 796 Invesco CEF Income Composite ETF shares in Q1 2026, an estimated $15.8K.
  • SageView Advisory Group first reported a position in Invesco CEF Income Composite ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Invesco CEF Income Composite ETF position peaked at $208K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.