AWAP
VTA

Alliance Wealth Advisors (Pennsylvania)’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio VTA Stock Details VTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,822
Closed -$220K – 121
2021
Q3 		$220K Sell
18,822
-2,400
-11% -$28.1K 0.19% 105
2021
Q2 		$252K Sell
21,222
-600
-3% -$6.97K 0.23% 91
2021
Q1 		$248K Hold
21,822
– – 0.24% 85
2020
Q4 		$234K Buy
+21,822
New +$215K 0.25% 90

Other funds holding VTA

FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s VTA Position: Q4 2021 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 18,822 shares — an estimated $220K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VTA in Q4 2020 and held it in 4 quarters. The position peaked at $252K in Q2 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 18,822 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $220K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2020 and held it in 4 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $252K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 21 Jan 2022.