FAG
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Fortitude Advisory Group’s Invesco Bond Fund VBF Stock Holding History

Fortitude Advisory Group’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,129
Closed -$20K – 1239
2022
Q1 		$20K Buy
1,129
+10
+0.9% +$181 0.01% 838
2021
Q4 		$22K Buy
+1,119
New +$22.6K 0.01% 820

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Advisory Group's VBF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco Bond Fund (VBF) in Q2 2022, closing a stake of 1,129 shares — an estimated $20K sold.

Fortitude Advisory Group first reported a position in VBF in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2021. 36 funds tracked by Wall St. Rank hold VBF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,129 Invesco Bond Fund shares in Q2 2022, an estimated $20K.
  • Fortitude Advisory Group first reported a position in Invesco Bond Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco Bond Fund position peaked at $22K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.