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

Total Clarity 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
2022 Q1	–	Sell	-555	Closed	-$13K	–	698
2021 Q4	$13K	Sell	555 -483	-47%	-$11.6K	0.01%	640
2021 Q3	$25K	Buy	+1,038	New	+$25.4K	0.01%	521
2020 Q1	–	Sell	-820	Closed	-$19K	–	464
2019 Q4	$19K	Buy	+820	New	+$18.7K	0.01%	404

Other funds holding PCEF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Total Clarity Wealth Management's PCEF Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2022, closing a stake of 555 shares — an estimated $13K sold.

Total Clarity Wealth Management first reported a position in PCEF in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q3 2021. 126 funds tracked by Wall St. Rank hold PCEF as of Q1 2022.

Total Clarity Wealth Management reported no remaining Invesco CEF Income Composite ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 555 Invesco CEF Income Composite ETF shares in Q1 2022, an estimated $13K.
Total Clarity Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q4 2019 and held it in 3 quarters.
Total Clarity Wealth Management's Invesco CEF Income Composite ETF position peaked at $25K in Q3 2021.
126 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.