Toth Financial Advisory’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Toth Financial Advisory’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 Q3	$2.83K	Hold	146	–	–	﹤0.01%	748
2026 Q2	$2.97K	Hold	146	–	–	﹤0.01%	707
2026 Q1	$2.75K	Hold	146	–	–	﹤0.01%	694
2025 Q4	$2.9K	Hold	146	–	–	﹤0.01%	685
2025 Q3	$2.92K	Hold	146	–	–	﹤0.01%	664
2025 Q2	$2.85K	Hold	146	–	–	﹤0.01%	608
2025 Q1	$2.75K	Hold	146	–	–	﹤0.01%	573
2024 Q4	$2.8K	Hold	146	–	–	﹤0.01%	549
2024 Q3	$2.88K	Hold	146	–	–	﹤0.01%	558
2024 Q2	$2.75K	Hold	146	–	–	﹤0.01%	579
2024 Q1	$2.75K	Hold	146	–	–	﹤0.01%	576
2023 Q4	$2.62K	Buy	+146	New	+$2.51K	﹤0.01%	593

Other funds holding PCEF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's PCEF Position: Q3 2026 in Review

Toth Financial Advisory held its Invesco CEF Income Composite ETF (PCEF) position steady in Q3 2026 at 146 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Toth Financial Advisory first reported a position in PCEF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.97K in Q2 2026. 20 funds tracked by Wall St. Rank hold PCEF as of Q3 2026.

Toth Financial Advisory held 146 shares of Invesco CEF Income Composite ETF worth $2.83K as of Q3 2026.
Toth Financial Advisory left its Invesco CEF Income Composite ETF share count unchanged in Q3 2026.
Invesco CEF Income Composite ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #748 holding.
Toth Financial Advisory first reported a position in Invesco CEF Income Composite ETF in Q4 2023 and has held it in 12 quarters since.
Toth Financial Advisory's Invesco CEF Income Composite ETF position peaked at $2.97K in Q2 2026.
20 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.