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Legacy Capital Wealth Partners’s Invesco Bond Fund VBF Stock Holding History

Legacy Capital Wealth Partners’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
2024
Q2 		– Sell
-43,354
Closed -$677K – 367
2024
Q1 		$677K Buy
+43,354
New +$679K 0.48% 52

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Allspring Global Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Legacy Capital Wealth Partners's VBF Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Invesco Bond Fund (VBF) in Q2 2024, closing a stake of 43,354 shares — an estimated $677K sold.

Legacy Capital Wealth Partners first reported a position in VBF in Q1 2024 and held it in 1 quarter. The position peaked at $677K in Q1 2024. 45 funds tracked by Wall St. Rank hold VBF as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Invesco Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 43,354 Invesco Bond Fund shares in Q2 2024, an estimated $677K.
  • Legacy Capital Wealth Partners first reported a position in Invesco Bond Fund in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Invesco Bond Fund position peaked at $677K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.