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
Q3 		$4.51M Buy
233,932
+876
+0.4% +$17.6K 0.01% 1156
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

Other funds holding PCEF

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Marino Stram & Associates
Marino Stram & Associates Braintree, Massachusetts $644M AUM 16.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
NWF Advisory Services
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
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's PCEF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco CEF Income Composite ETF (PCEF) stake by 0.38% in Q3 2026, buying an estimated $17.6K and bringing the position to 233,932 shares worth $4.51M. The position accounts for 0.01% of the portfolio, ranked #1156.

Wealth Enhancement Advisory Services first reported a position in PCEF in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.26M in Q2 2025. 24 funds tracked by Wall St. Rank hold PCEF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 233,932 shares of Invesco CEF Income Composite ETF worth $4.51M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 876 Invesco CEF Income Composite ETF shares in Q3 2026, an estimated $17.6K.
  • Invesco CEF Income Composite ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1156 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco CEF Income Composite ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Invesco CEF Income Composite ETF position peaked at $9.26M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.