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

BDO 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	-34,523	Closed	-$404K	–	1180
2021 Q3	$404K	Sell	34,523 -3,432	-9%	-$40.1K	0.04%	202
2021 Q2	$450K	Sell	37,955 -161	-0.4%	-$1.87K	0.05%	200
2021 Q1	$433K	Buy	+38,116	New	+$421K	0.05%	197

Other funds holding VTA

FCB

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

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

BDO Wealth Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 34,523 shares — an estimated $404K sold.

BDO Wealth Advisors first reported a position in VTA in Q1 2021 and held it in 3 quarters. The position peaked at $450K in Q2 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

BDO Wealth Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 34,523 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $404K.
BDO Wealth Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2021 and held it in 3 quarters.
BDO Wealth Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $450K in Q2 2021.
1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.