Arkadios Wealth Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Arkadios Wealth Advisors’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	-219	Closed	-$2K	–	1953
2021 Q3	$2K	Sell	219 -397	-64%	-$4.64K	﹤0.01%	1781
2021 Q2	$7K	Buy	+616	New	+$7.16K	﹤0.01%	1647

Other funds holding VTA

FCB

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

Arkadios Wealth Advisors's VTA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 219 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in VTA in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 219 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $7K in Q2 2021.
1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.