Waverly Advisors, LLC
Position in PCEF — Invesco CEF Income Composite ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in PCEF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 PCEF | $253,119 | 12,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 PCEF | $255,446 | 13,073 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PCEF | $255,813 | 13,571 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PCEF | $267,090 | 13,940 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PCEF | $286,938 | 14,558 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PCEF | $287,155 | 15,258 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 PCEF | $287,613 | 15,258 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PCEF | $278,811 | 15,524 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PCEF | $265,460 | 15,524 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 PCEF | $301,285 | 16,664 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||