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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
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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 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 $969M AUM 19.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's PCEF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco CEF Income Composite ETF (PCEF) in Q4 2025: 796 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1541 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PCEF as recently as Q1 2024.

SageView Advisory Group first reported a position in PCEF in Q1 2024 and has held it in 2 quarters since. The position peaked at $208K in Q1 2024. 122 funds tracked by Wall St. Rank hold PCEF as of Q4 2025.

  • SageView Advisory Group held 796 shares of Invesco CEF Income Composite ETF worth $15.8K as of Q4 2025.
  • Invesco CEF Income Composite ETF was a new SageView Advisory Group position in Q4 2025.
  • Invesco CEF Income Composite ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1541 holding.
  • SageView Advisory Group first reported a position in Invesco CEF Income Composite ETF in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Invesco CEF Income Composite ETF position peaked at $208K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.