SOA Wealth Advisors’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

SOA Wealth Advisors’s Portfolio VTA Stock Details VTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-516	Closed	-$6K	–	1019
2021 Q3	$6K	Buy	516 +9	+2%	+$105	﹤0.01%	675
2021 Q2	$6K	Sell	507 -176	-26%	-$2.04K	﹤0.01%	657
2021 Q1	$7K	Buy	683 +2	+0.3%	+$22	﹤0.01%	586
2020 Q4	$7K	Buy	+681	New	+$6.71K	﹤0.01%	575

Other funds holding VTA

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

SOA Wealth Advisors's VTA Position: Q4 2021 in Review

SOA Wealth Advisors sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 516 shares — an estimated $6K sold.

SOA Wealth Advisors first reported a position in VTA in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

SOA Wealth Advisors reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
SOA Wealth Advisors sold 516 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $6K.
SOA Wealth Advisors first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q4 2020 and held it in 4 quarters.
SOA Wealth Advisors's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $7K in Q1 2021.
1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.