SFS
IVH

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

Sowell 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
2021
Q2 		– Sell
-8
Closed – – 3018
2021
Q1 		$0 Hold
8
– – ﹤0.01% 3373
2020
Q4 		$0 Hold
8
– – ﹤0.01% 2910
2020
Q3 		$0 Hold
8
– – ﹤0.01% 2774
2020
Q2 		$0 Buy
+8
New +$87 ﹤0.01% 2736

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SIA
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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sowell Financial Services's IVH Position: Q2 2021 in Review

Sowell Financial Services sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2021, closing a stake of 8 shares.

Sowell Financial Services first reported a position in IVH in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 36 funds tracked by Wall St. Rank hold IVH as of Q2 2021.

  • Sowell Financial Services reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 Delaware Ivy High Income Opportunities Fund shares in Q2 2021.
  • Sowell Financial Services first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Delaware Ivy High Income Opportunities Fund position peaked at $0 in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.