Wealth Enhancement Advisory Services
PCEF icon

Wealth Enhancement Advisory Services’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.75M Buy
233,056
+48,753
+26% +$970K 0.01% 1044
2026
Q1 		$3.49M Sell
184,303
-233,097
-56% -$4.61M 0.01% 1092
2025
Q4 		$8.34M Sell
417,400
-5,947
-1% -$118K 0.01% 772
2025
Q3 		$8.53M Sell
423,347
-46,061
-10% -$913K 0.01% 722
2025
Q2 		$9.26M Buy
469,408
+30,453
+7% +$569K 0.02% 665
2025
Q1 		$8.27M Sell
438,955
-23,843
-5% -$463K 0.02% 645
2024
Q4 		$8.87M Buy
462,798
+65,980
+17% +$1.29M 0.02% 602
2024
Q3 		$7.82M Sell
396,818
-35,561
-8% -$679K 0.02% 595
2024
Q2 		$8.14M Buy
432,379
+66,985
+18% +$1.24M 0.02% 542
2024
Q1 		$6.89M Buy
365,394
+71,823
+24% +$1.32M 0.02% 586
2023
Q4 		$5.27M Buy
293,571
+75,721
+35% +$1.3M 0.02% 595
2023
Q3 		$3.73M Buy
+217,850
New +$3.9M 0.01% 658

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SEP
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BWM
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GI
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SWA
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CA
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VWM
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EWP
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TSMHT
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1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return