Ford Financial Group’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Ford Financial Group’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
2022 Q3	–	Sell	-11,500	Closed	-$117K	–	139
2022 Q2	$117K	Buy	+11,500	New	+$131K	0.05%	121
2022 Q1	–	Sell	-12,700	Closed	-$176	–	554
2021 Q4	$176	Hold	12,700	–	–	0.03%	111
2021 Q3	$173K	Hold	12,700	–	–	0.07%	101
2021 Q2	$178K	Hold	12,700	–	–	0.07%	109
2021 Q1	$173K	Hold	12,700	–	–	0.07%	95
2020 Q4	$168K	Hold	12,700	–	–	0.08%	95
2020 Q3	$151K	Hold	12,700	–	–	0.08%	85
2020 Q2	$142K	Hold	12,700	–	–	0.08%	89
2020 Q1	$132K	Hold	12,700	–	–	0.09%	85
2019 Q4	$176K	Hold	12,700	–	–	0.1%	90
2019 Q3	$174K	Hold	12,700	–	–	0.11%	83
2019 Q2	$172K	Hold	12,700	–	–	0.12%	83
2019 Q1	$171K	Hold	12,700	–	–	0.12%	65
2018 Q4	$154K	Hold	12,700	–	–	0.12%	53
2018 Q3	$181K	Hold	12,700	–	–	0.13%	39
2018 Q2	$181K	Hold	12,700	–	–	0.13%	37
2018 Q1	$180K	Hold	12,700	–	–	0.14%	42
2017 Q4	$187K	Buy	+12,700	New	+$193K	0.14%	44

Other funds holding IVH

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

AAM

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

CIA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ford Financial Group's IVH Position: Q3 2022 in Review

Ford Financial Group sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2022, closing a stake of 11,500 shares — an estimated $117K sold.

Ford Financial Group first reported a position in IVH in Q4 2017 and held it in 18 quarters. The position peaked at $187K in Q4 2017. 41 funds tracked by Wall St. Rank hold IVH as of Q3 2022.

Ford Financial Group reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Ford Financial Group sold 11,500 Delaware Ivy High Income Opportunities Fund shares in Q3 2022, an estimated $117K.
Ford Financial Group first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2017 and held it in 18 quarters.
Ford Financial Group's Delaware Ivy High Income Opportunities Fund position peaked at $187K in Q4 2017.
41 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.