PCEF INVESCO EXCH TRADED FD TR II
FollowCEF INM COMPSI (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in PCEF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 86,706 | $1.68M | 0.01% | +63,973 | 13F-HRTimeline |
| Heartwood Wealth Advisors LLC | 48,846 | $945K | 0.07% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 13,792 | $267K | 0.01% | +765 | 13F-HRTimeline |
| Buska Wealth Management, LLC | 12,937 | $250K | 0.09% | -4,871 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 7,015 | $136K | <0.01% | -1 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 1,311 | $25.4K | 0.01% | 0 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 146 | $2.83K | <0.01% | 0 | 13F-HRTimeline |