TLFA
IVH

True Link Financial Advisors’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

True Link Financial Advisors’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
Q1 		– Sell
-2,040
Closed -$28K – 293
2021
Q4 		$28K Hold
2,040
– – ﹤0.01% 527
2021
Q3 		$28K Buy
+2,040
New +$28.5K ﹤0.01% 527

Other funds holding IVH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

True Link Financial Advisors's IVH Position: Q1 2022 in Review

True Link Financial Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2022, closing a stake of 2,040 shares — an estimated $28K sold.

True Link Financial Advisors first reported a position in IVH in Q3 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 37 funds tracked by Wall St. Rank hold IVH as of Q1 2022.

  • True Link Financial Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 2,040 Delaware Ivy High Income Opportunities Fund shares in Q1 2022, an estimated $28K.
  • True Link Financial Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2021 and held it in 2 quarters.
  • True Link Financial Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $28K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.