GI
IVH

Gradient Investments’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Gradient Investments’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
-95
Closed -$1K – 1697
2022
Q3 		$1K Buy
+95
New +$1.05K ﹤0.01% 1326

Other funds holding IVH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Gradient Investments's IVH Position: Q4 2022 in Review

Gradient Investments sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q4 2022, closing a stake of 95 shares — an estimated $1K sold.

Gradient Investments first reported a position in IVH in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 41 funds tracked by Wall St. Rank hold IVH as of Q4 2022.

  • Gradient Investments reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 95 Delaware Ivy High Income Opportunities Fund shares in Q4 2022, an estimated $1K.
  • Gradient Investments first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Delaware Ivy High Income Opportunities Fund position peaked at $1K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.