Salomon & Ludwin’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Salomon & Ludwin’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	$15.8K	Hold	773	–	–	﹤0.01%	1319
2026 Q1	$14.6K	Hold	773	–	–	﹤0.01%	1300
2025 Q4	$15.4K	Hold	773	–	–	﹤0.01%	1114
2025 Q3	$15.5K	Hold	773	–	–	﹤0.01%	997
2025 Q2	$15.2K	Hold	773	–	–	﹤0.01%	428
2025 Q1	$14.6K	Hold	773	–	–	﹤0.01%	402
2024 Q4	$14.8K	Hold	773	–	–	﹤0.01%	396
2024 Q3	$15.2K	Hold	773	–	–	﹤0.01%	403
2024 Q2	$14.5K	Hold	773	–	–	﹤0.01%	397
2024 Q1	$14.6K	Hold	773	–	–	﹤0.01%	505
2023 Q4	$13.2K	Hold	773	–	–	﹤0.01%	462
2023 Q3	$13.2K	Buy	+773	New	+$13.8K	﹤0.01%	461

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

Salomon & Ludwin's PCEF Position: Q2 2026 in Review

Salomon & Ludwin held its Invesco CEF Income Composite ETF (PCEF) position steady in Q2 2026 at 773 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Salomon & Ludwin first reported a position in PCEF in Q3 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

Salomon & Ludwin held 773 shares of Invesco CEF Income Composite ETF worth $15.8K as of Q2 2026.
Salomon & Ludwin left its Invesco CEF Income Composite ETF share count unchanged in Q2 2026.
Invesco CEF Income Composite ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1319 holding.
Salomon & Ludwin first reported a position in Invesco CEF Income Composite ETF in Q3 2023 and has held it in 12 quarters since.
121 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.