We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WFG Advisors
Texas
$89K
JP Morgan Chase
52
JP Morgan Chase
New York
$78K +$42.1K +1,926 +121%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$69K +$68.4K +3,132 New
WT
54
Whittier Trust
California
$62K
SAM
55
Shamrock Asset Management
Texas
$56K
PSUF
56
People's United Financial
Connecticut
$55K
KLI
57
Kelman-Lazarov Inc
Tennessee
$49K
DADC
58
D.A. Davidson & Co
Montana
$45K +$1.09K +50 +3%
AI
59
ArchPoint Investors
Florida
$44K
FANJ
60
Financial Architects (New Jersey)
New Jersey
$33K
CG
61
Cutler Group
California
$30K -$56.8K -2,600 -66%
NFG
62
Next Financial Group
Texas
$28K +$17.5K +800 +160%
CFA
63
Carroll Financial Associates
North Carolina
$22K
US Bancorp
64
US Bancorp
Minnesota
$18K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$17K +$3.82K +175 +29%
KA
66
Klingman & Associates
New York
$14K
IWMPD
67
Integrated Wealth Management (Palm Desert)
California
$10K
CCM
68
Cribstone Capital Management
Maine
$8K +$8.19K +375 New
FMP
69
Financial Management Professionals
Texas
$2K +$2.75K +126 New
RCM
70
Rivernorth Capital Management
Florida
-$14.9M -691,184 Closed
GCA
71
Greenwood Capital Associates
South Carolina
-$1.73M -79,968 Closed
AIG
72
American International Group
New York
-$1.17M -54,366 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
-$1.09M -50,327 Closed
PPA
74
Parametric Portfolio Associates
Washington
-$502K -23,250 Closed
UR
75
USCA RIA
Texas
-$281K -13,000 Closed