BRWA
VTA

B. Riley Wealth Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

B. Riley 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
-21,899
Closed -$257K – 1528
2021
Q3 		$257K Sell
21,899
-17,833
-45% -$209K 0.01% 1125
2021
Q2 		$472K Sell
39,732
-412
-1% -$4.79K 0.02% 796
2021
Q1 		$457K Buy
40,144
+4,060
+11% +$44.9K 0.02% 782
2020
Q4 		$388K Buy
36,084
+11,205
+45% +$110K 0.02% 622
2020
Q3 		$230K Buy
24,879
+5
+0% +$45 0.01% 799
2020
Q2 		$222K Buy
24,874
+34
+0.1% +$290 0.01% 739
2020
Q1 		$199K Sell
24,840
-1,430
-5% -$15.1K 0.02% 678
2019
Q4 		$299K Buy
26,270
+171
+0.7% +$1.89K 0.03% 602
2019
Q3 		$288K Sell
26,099
-909
-3% -$10K 0.03% 602
2019
Q2 		$302K Buy
27,008
+14,632
+118% +$163K 0.03% 562
2019
Q1 		$135K Buy
+12,376
New +$134K 0.02% 686

Other funds holding VTA

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

B. Riley Wealth Advisors's VTA Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 21,899 shares — an estimated $257K sold.

B. Riley Wealth Advisors first reported a position in VTA in Q1 2019 and held it in 11 quarters. The position peaked at $472K in Q2 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,899 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $257K.
  • B. Riley Wealth Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2019 and held it in 11 quarters.
  • B. Riley Wealth Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $472K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.