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

FourThought Financial’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	$13K	Hold	1,260	–	–	﹤0.01%	983
2022 Q2	$13K	Hold	1,260	–	–	﹤0.01%	969
2022 Q1	$16K	Hold	1,260	–	–	﹤0.01%	964
2021 Q4	$18K	Hold	1,260	–	–	﹤0.01%	952
2021 Q3	$17K	Hold	1,260	–	–	﹤0.01%	992
2021 Q2	$17K	Hold	1,260	–	–	﹤0.01%	991
2021 Q1	$17K	Hold	1,260	–	–	﹤0.01%	941
2020 Q4	$16K	Buy	+1,260	New	+$15.6K	﹤0.01%	932

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

FourThought Financial's IVH Position: Q3 2022 in Review

FourThought Financial held its Delaware Ivy High Income Opportunities Fund (IVH) position steady in Q3 2022 at 1,260 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

FourThought Financial first reported a position in IVH in Q4 2020 and has held it in 8 quarters since. The position peaked at $18K in Q4 2021. 41 funds tracked by Wall St. Rank hold IVH as of Q3 2022.

FourThought Financial held 1,260 shares of Delaware Ivy High Income Opportunities Fund worth $13K as of Q3 2022.
FourThought Financial left its Delaware Ivy High Income Opportunities Fund share count unchanged in Q3 2022.
Delaware Ivy High Income Opportunities Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #983 holding.
FourThought Financial first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Delaware Ivy High Income Opportunities Fund position peaked at $18K in Q4 2021.
41 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.