CFFP
VTA

Center for Financial Planning’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Center for Financial Planning’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
2020
Q3 		– Sell
-1,000
Closed -$9K – 477
2020
Q2 		$9K Hold
1,000
– – ﹤0.01% 321
2020
Q1 		$8K Buy
+1,000
New +$10.6K ﹤0.01% 367

Other funds holding VTA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Center for Financial Planning's VTA Position: Q3 2020 in Review

Center for Financial Planning sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q3 2020, closing a stake of 1,000 shares — an estimated $9K sold.

Center for Financial Planning first reported a position in VTA in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 94 funds tracked by Wall St. Rank hold VTA as of Q3 2020.

  • Center for Financial Planning reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 1,000 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q3 2020, an estimated $9K.
  • Center for Financial Planning first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $9K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.