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Sunbelt Securities’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-801
Closed -$15.4K – 2823
2025
Q2 		$15.4K Sell
801
-17
-2% -$317 ﹤0.01% 1213
2025
Q1 		$15.4K Buy
818
+17
+2% +$330 ﹤0.01% 1178
2024
Q4 		$15.3K Buy
+801
New +$15.6K ﹤0.01% 1216

Other funds holding PCEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Sunbelt Securities's PCEF Position: Q3 2025 in Review

Sunbelt Securities sold out of Invesco CEF Income Composite ETF (PCEF) in Q3 2025, closing a stake of 801 shares — an estimated $15.4K sold.

Sunbelt Securities first reported a position in PCEF in Q4 2024 and held it in 3 quarters. The position peaked at $15.4K in Q1 2025. 124 funds tracked by Wall St. Rank hold PCEF as of Q3 2025.

  • Sunbelt Securities reported no remaining Invesco CEF Income Composite ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 801 Invesco CEF Income Composite ETF shares in Q3 2025, an estimated $15.4K.
  • Sunbelt Securities first reported a position in Invesco CEF Income Composite ETF in Q4 2024 and held it in 3 quarters.
  • Sunbelt Securities's Invesco CEF Income Composite ETF position peaked at $15.4K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.