Carson Wealth (CWM LLC)
VTA

Carson Wealth (CWM LLC)’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-319,449
Closed -$3.28M – 3376
2018
Q4 		$3.28M Buy
+319,449
New +$3.49M 0.08% 214

Other funds holding VTA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VTA Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q1 2019, closing a stake of 319,449 shares — an estimated $3.28M sold.

Carson Wealth (CWM LLC) first reported a position in VTA in Q4 2018 and held it in 1 quarter. The position peaked at $3.28M in Q4 2018. 104 funds tracked by Wall St. Rank hold VTA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 319,449 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q1 2019, an estimated $3.28M.
  • Carson Wealth (CWM LLC) first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $3.28M in Q4 2018.
  • 104 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.