Bridge Advisory’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Bridge Advisory’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	-456,215	Closed	-$5.34M	–	101
2021 Q3	$5.34M	Buy	456,215 +53,107	+13%	+$621K	2.63%	10
2021 Q2	$4.78M	Buy	403,108 +26,439	+7%	+$307K	2.44%	11
2021 Q1	$4.28M	Buy	376,669 +18,005	+5%	+$199K	2.66%	11
2020 Q4	$3.85M	Buy	+358,664	New	+$3.54M	1.82%	13

Other funds holding VTA

FCB

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

Bridge Advisory's VTA Position: Q4 2021 in Review

Bridge Advisory sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 456,215 shares — an estimated $5.34M sold.

Bridge Advisory first reported a position in VTA in Q4 2020 and held it in 4 quarters. The position peaked at $5.34M in Q3 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

Bridge Advisory reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
Bridge Advisory sold 456,215 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $5.34M.
Bridge Advisory first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2020 and held it in 4 quarters.
Bridge Advisory's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $5.34M in Q3 2021.
1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Bridge Advisory's 13F filing for Q4 2021, filed 19 Jan 2022.