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Petra Financial Advisors’s Invesco Bond Fund VBF Stock Holding History

Petra Financial Advisors’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
2026
Q2 		$405K Buy
26,685
+9,375
+54% +$141K 0.19% 118
2026
Q1 		$260K Buy
+17,310
New +$265K 0.16% 106

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Petra Financial Advisors's VBF Position: Q2 2026 in Review

Petra Financial Advisors increased its Invesco Bond Fund (VBF) stake by 54% in Q2 2026, buying an estimated $141K and bringing the position to 26,685 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #118.

Petra Financial Advisors first reported a position in VBF in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold VBF as of Q2 2026.

  • Petra Financial Advisors held 26,685 shares of Invesco Bond Fund worth $405K as of Q2 2026.
  • Petra Financial Advisors bought 9,375 Invesco Bond Fund shares in Q2 2026, an estimated $141K.
  • Invesco Bond Fund made up 0.19% of Petra Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Petra Financial Advisors first reported a position in Invesco Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.