Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘20
2001
3 52 49 85.5%
2002
3 8 5 41.1%
2003
3 37 34 11.8%
VTN icon
2004
Invesco Trust for Investment Grade New York Municipals
VTN
$162M
3 11 8 15.2%
2005
3 4 1 20.3%
2006
3 15 12 46%
2007
3 7 4 76.5%
2008
3 16 13 221%
2009
3 42 39 228%
2010
3 3 0 71.2%
APEI icon
2011
American Public Education
APEI
$680M
3 50 47 23.4%
2012
3 38 35 42.5%
2013
3 48 45 70.9%
2014
3 3 0
2015
3 9 6 90.6%
2016
3 33 30 885%
2017
3 13 10 62.9%
2018
3 14 11 13.9%
2019
3 46 43 31.1%
2020
3 49 46 82.5%
2021
3 9 6 64.4%
2022
3 53 50 29.3%
2023
3 32 29 40.1%
2024
3 14 11 16.4%
2025
3 8 5 18.9%