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Wealth Preservation Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Wealth Preservation 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
2026
Q1 		– Sell
-500
Closed -$9.94K – 1152
2025
Q4 		$9.94K Hold
500
– – 0.01% 300
2025
Q3 		$9.98K Hold
500
– – 0.01% 296
2025
Q2 		$9.77K Hold
500
– – 0.01% 292
2025
Q1 		$9.43K Buy
+500
New +$9.7K 0.01% 319

Other funds holding PCEF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Preservation Advisors's PCEF Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2026, closing a stake of 500 shares — an estimated $9.94K sold.

Wealth Preservation Advisors first reported a position in PCEF in Q1 2025 and held it in 4 quarters. The position peaked at $9.98K in Q3 2025. 123 funds tracked by Wall St. Rank hold PCEF as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 500 Invesco CEF Income Composite ETF shares in Q1 2026, an estimated $9.94K.
  • Wealth Preservation Advisors first reported a position in Invesco CEF Income Composite ETF in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Invesco CEF Income Composite ETF position peaked at $9.98K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.