Thurston Springer Miller Herd & Titak’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Thurston Springer Miller Herd & Titak’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	$25.1K	Buy	+1,237	New	+$24.6K	0.01%	628
2025 Q3	–	Sell	-2,613	Closed	-$51.1K	–	1122
2025 Q2	$51.1K	Hold	2,613	–	–	0.01%	666
2025 Q1	$49.3K	Hold	2,613	–	–	0.01%	639
2024 Q4	$50.1K	Hold	2,613	–	–	0.01%	533
2024 Q3	$51.5K	Hold	2,613	–	–	0.01%	554
2024 Q2	$49.2K	Buy	+2,613	New	+$48.2K	0.02%	562

Other funds holding PCEF

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return