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Altus Wealth Group’s Invesco Bond Fund VBF Stock Holding History

Altus Wealth Group’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,585
Closed -$78K – 734
2020
Q4 		$78K Buy
+3,585
New +$72.8K 0.07% 158

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Altus Wealth Group's VBF Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco Bond Fund (VBF) in Q1 2021, closing a stake of 3,585 shares — an estimated $78K sold.

Altus Wealth Group first reported a position in VBF in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 38 funds tracked by Wall St. Rank hold VBF as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,585 Invesco Bond Fund shares in Q1 2021, an estimated $78K.
  • Altus Wealth Group first reported a position in Invesco Bond Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco Bond Fund position peaked at $78K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.