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

Next Financial Group’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
2021 Q1	–	Sell	-3,250	Closed	-$43K	–	2662
2020 Q4	$43K	Hold	3,250	–	–	﹤0.01%	1255
2020 Q3	$39K	Buy	+3,250	New	+$38.7K	﹤0.01%	1188
2020 Q2	–	Sell	-3,250	Closed	-$34K	–	2029
2020 Q1	$34K	Hold	3,250	–	–	﹤0.01%	1109
2019 Q4	$45K	Hold	3,250	–	–	﹤0.01%	1230
2019 Q3	$45K	Hold	3,250	–	–	﹤0.01%	1178
2019 Q2	$44K	Buy	+3,250	New	+$44.3K	﹤0.01%	1210
2019 Q1	–	Sell	-3,575	Closed	-$43K	–	2192
2018 Q4	$43K	Buy	+3,575	New	+$47.1K	0.01%	849

Other funds holding IVH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Next Financial Group's IVH Position: Q1 2021 in Review

Next Financial Group sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2021, closing a stake of 3,250 shares — an estimated $43K sold.

Next Financial Group first reported a position in IVH in Q4 2018 and held it in 7 quarters. The position peaked at $45K in Q4 2019. 43 funds tracked by Wall St. Rank hold IVH as of Q1 2021.

Next Financial Group reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 3,250 Delaware Ivy High Income Opportunities Fund shares in Q1 2021, an estimated $43K.
Next Financial Group first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2018 and held it in 7 quarters.
Next Financial Group's Delaware Ivy High Income Opportunities Fund position peaked at $45K in Q4 2019.
43 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.