Foresight Wealth Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Foresight Wealth Management’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
2021 Q4	–	Sell	-35,582	Closed	-$416K	–	140
2021 Q3	$416K	Buy	+35,582	New	+$416K	0.08%	79

Other funds holding VTA

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Foresight Wealth Management's VTA Position: Q4 2021 in Review

Foresight Wealth Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 35,582 shares — an estimated $416K sold.

Foresight Wealth Management first reported a position in VTA in Q3 2021 and held it in 1 quarter. The position peaked at $416K in Q3 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

Foresight Wealth Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
Foresight Wealth Management sold 35,582 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $416K.
Foresight Wealth Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q3 2021 and held it in 1 quarter.
Foresight Wealth Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $416K in Q3 2021.
1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Foresight Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.