Carolinas Wealth Consulting’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Carolinas Wealth Consulting’s Portfolio IVH Stock Details IVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,157	Closed	-$72K	–	1016
2021 Q2	$72K	Hold	5,157	–	–	0.02%	310
2021 Q1	$70K	Hold	5,157	–	–	0.02%	311
2020 Q4	$68K	Hold	5,157	–	–	0.02%	288
2020 Q3	$61K	Buy	+5,157	New	+$61.5K	0.02%	256

Other funds holding IVH

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Carolinas Wealth Consulting's IVH Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2021, closing a stake of 5,157 shares — an estimated $72K sold.

Carolinas Wealth Consulting first reported a position in IVH in Q3 2020 and held it in 4 quarters. The position peaked at $72K in Q2 2021. 39 funds tracked by Wall St. Rank hold IVH as of Q3 2021.

Carolinas Wealth Consulting reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 5,157 Delaware Ivy High Income Opportunities Fund shares in Q3 2021, an estimated $72K.
Carolinas Wealth Consulting first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2020 and held it in 4 quarters.
Carolinas Wealth Consulting's Delaware Ivy High Income Opportunities Fund position peaked at $72K in Q2 2021.
39 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.