PWPS
IVH

Pinnacle Wealth Planning Services’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Pinnacle Wealth Planning Services’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
-481
Closed -$6K – 2144
2020
Q4 		$6K Buy
+481
New +$5.97K ﹤0.01% 1622

Other funds holding IVH

Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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

Pinnacle Wealth Planning Services's IVH Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2021, closing a stake of 481 shares — an estimated $6K sold.

Pinnacle Wealth Planning Services first reported a position in IVH in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 43 funds tracked by Wall St. Rank hold IVH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 481 Delaware Ivy High Income Opportunities Fund shares in Q1 2021, an estimated $6K.
  • Pinnacle Wealth Planning Services first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Delaware Ivy High Income Opportunities Fund position peaked at $6K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.