Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CEF INM COMPSI
-
Total 13F shares
-
651,080
-
Share change
-
-17,635
-
Total reported value
-
$12,987,087
-
Price per share
-
$19.88
-
Number of holders
-
20
-
Value change
-
-$350,692
-
Number of buys
-
5
-
Number of sells
-
6
Institutional Holders of INVESCO EXCH TRADED FD TR II - CEF INM COMPSI (PCEF) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRADED FD TR II - CEF INM COMPSI (PCEF) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
651,080 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, MARINO, STRAM & ASSOCIATES LLC, Future Financial Wealth Managment LLC, Heartwood Wealth Advisors LLC, Sowell Financial Services LLC, Buska Wealth Management, LLC, QP WEALTH MANAGEMENT, LLC, SAX WEALTH ADVISORS, LLC, CoreCap Advisors, LLC, and Newbridge Financial Services Group, Inc..
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.