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Sykon Capital’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Sykon Capital’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
-127,602
Closed -$2.54M – 107
2025
Q4 		$2.54M Sell
127,602
-42,156
-25% -$837K 0.81% 32
2025
Q3 		$3.39M Buy
169,758
+73,543
+76% +$1.46M 1.13% 24
2025
Q2 		$1.88M Sell
96,215
-25,750
-21% -$481K 0.69% 41
2025
Q1 		$2.3M Sell
121,965
-82,777
-40% -$1.61M 0.87% 31
2024
Q4 		$3.92M Buy
204,742
+60,462
+42% +$1.18M 1.35% 20
2024
Q3 		$2.84M Buy
+144,280
New +$2.76M 1% 24
2024
Q2 		– Sell
-166,063
Closed -$3.13M – 100
2024
Q1 		$3.13M Buy
166,063
+99,308
+149% +$1.83M 1.13% 30
2023
Q4 		$1.2M Buy
+66,755
New +$1.15M 0.48% 53

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
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return