IWM
VTA

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

IHT 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
2018
Q2 		– Sell
-359
Closed -$4K – 1502
2018
Q1 		$4K Hold
359
– – ﹤0.01% 1404
2017
Q4 		$4K Hold
359
– – ﹤0.01% 1399
2017
Q3 		$4K Hold
359
– – ﹤0.01% 1135
2017
Q2 		$33K Hold
359
– – 0.02% 638
2017
Q1 		$4K Hold
359
– – ﹤0.01% 1005
2016
Q4 		$4K Buy
+359
New +$4.24K ﹤0.01% 962

Other funds holding VTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

IHT Wealth Management's VTA Position: Q2 2018 in Review

IHT Wealth Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q2 2018, closing a stake of 359 shares — an estimated $4K sold.

IHT Wealth Management first reported a position in VTA in Q4 2016 and held it in 6 quarters. The position peaked at $33K in Q2 2017. 90 funds tracked by Wall St. Rank hold VTA as of Q2 2018.

  • IHT Wealth Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 359 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q2 2018, an estimated $4K.
  • IHT Wealth Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $33K in Q2 2017.
  • 90 funds tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.