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SHP Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

SHP Wealth Management’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 		$11.8K Buy
580
+8
+1% +$159 ﹤0.01% 915
2026
Q1 		$10.8K Sell
572
-129
-18% -$2.55K ﹤0.01% 885
2025
Q4 		$13.9K Buy
+701
New +$13.9K ﹤0.01% 756

Other funds holding PCEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $445M AUM 31.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SHP Wealth Management's PCEF Position: Q2 2026 in Review

SHP Wealth Management increased its Invesco CEF Income Composite ETF (PCEF) stake by 1.4% in Q2 2026, buying an estimated $159 and bringing the position to 580 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

SHP Wealth Management first reported a position in PCEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.9K in Q4 2025. 73 funds tracked by Wall St. Rank hold PCEF as of Q2 2026.

  • SHP Wealth Management held 580 shares of Invesco CEF Income Composite ETF worth $11.8K as of Q2 2026.
  • SHP Wealth Management bought 8 Invesco CEF Income Composite ETF shares in Q2 2026, an estimated $159.
  • Invesco CEF Income Composite ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #915 holding.
  • SHP Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Invesco CEF Income Composite ETF position peaked at $13.9K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.