PFS
IVH

Prospera Financial Services’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Prospera Financial 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
2022
Q2 		– Sell
-25,390
Closed -$322K – 2766
2022
Q1 		$322K Buy
+25,390
New +$332K 0.01% 726

Other funds holding IVH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prospera Financial Services's IVH Position: Q2 2022 in Review

Prospera Financial Services sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2022, closing a stake of 25,390 shares — an estimated $322K sold.

Prospera Financial Services first reported a position in IVH in Q1 2022 and held it in 1 quarter. The position peaked at $322K in Q1 2022. 46 funds tracked by Wall St. Rank hold IVH as of Q2 2022.

  • Prospera Financial Services reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 25,390 Delaware Ivy High Income Opportunities Fund shares in Q2 2022, an estimated $322K.
  • Prospera Financial Services first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Delaware Ivy High Income Opportunities Fund position peaked at $322K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.