Spire Wealth Management’s INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND VTA Stock Holding History

Spire Wealth Management’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	-1,000	Closed	-$12K	–	3043
2021 Q3	$12K	Sell	1,000 -724	-42%	-$8.47K	﹤0.01%	2058
2021 Q2	$20K	Hold	1,724	–	–	﹤0.01%	1878
2021 Q1	$20K	Buy	+1,724	New	+$19K	﹤0.01%	2160

Other funds holding VTA

FCB

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

Spire Wealth Management's VTA Position: Q4 2021 in Review

Spire Wealth Management sold out of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) in Q4 2021, closing a stake of 1,000 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in VTA in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 1 fund tracked by Wall St. Rank holds VTA as of Q4 2021.

Spire Wealth Management reported no remaining INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 1,000 INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $12K.
Spire Wealth Management first reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND position peaked at $20K in Q2 2021.
1 fund tracked by Wall St. Rank held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.