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U.S. Capital Wealth Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-215
Closed -$3.9K – 1258
2022
Q4 		$3.9K Buy
+215
New +$3.92K ﹤0.01% 1425

Other funds holding PCEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's PCEF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2023, closing a stake of 215 shares — an estimated $3.9K sold.

U.S. Capital Wealth Advisors first reported a position in PCEF in Q4 2022 and held it in 1 quarter. The position peaked at $3.9K in Q4 2022. 117 funds tracked by Wall St. Rank hold PCEF as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 215 Invesco CEF Income Composite ETF shares in Q1 2023, an estimated $3.9K.
  • U.S. Capital Wealth Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Invesco CEF Income Composite ETF position peaked at $3.9K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.