IA
VTA

IFP Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-5,574
Closed -$57K – 3715
2018
Q4 		$57K Sell
5,574
-270
-5% -$2.95K ﹤0.01% 1539
2018
Q3 		$67K Buy
5,844
+1,444
+33% +$16.6K ﹤0.01% 1735
2018
Q2 		$51K Sell
4,400
-919
-17% -$10.8K ﹤0.01% 1900
2018
Q1 		$62K Hold
5,319
– – ﹤0.01% 1695
2017
Q4 		$62K Sell
5,319
-4,290
-45% -$50.1K ﹤0.01% 1712
2017
Q3 		$115K Sell
9,609
-250
-3% -$2.96K ﹤0.01% 1475
2017
Q2 		$118K Sell
9,859
-860
-8% -$10.4K 0.01% 1447
2017
Q1 		$131K Buy
10,719
+723
+7% +$8.95K 0.01% 1344
2016
Q4 		$123K Buy
9,996
+747
+8% +$8.83K 0.01% 1323
2016
Q3 		$109K Sell
9,249
-811
-8% -$9.3K 0.01% 1312
2016
Q2 		$111K Buy
+10,060
New +$109K 0.01% 1267
2016
Q1 		– Sell
-8,492
Closed -$90K – 3698
2015
Q4 		$90K Buy
+8,492
New +$90.6K 0.01% 1241

Other funds holding VTA

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return