Foresight Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-10,108	Closed	-$102K	–	115
2022 Q3	$102K	Buy	10,108 +65	+0.6%	+$722	0.02%	107
2022 Q2	$103K	Sell	10,043 -562	-5%	-$6.39K	0.02%	110
2022 Q1	$134K	Sell	10,605 -18,347	-63%	-$240K	0.02%	108
2021 Q4	$403K	Buy	28,952 +4,652	+19%	+$64.8K	0.01%	93
2021 Q3	$332K	Buy	24,300 +6,460	+36%	+$90.2K	0.07%	93
2021 Q2	$251K	Buy	+17,840	New	+$246K	0.06%	103

Other funds holding IVH

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

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

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

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