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IVH

Delaware Ivy High Income Opportunities Fund
IVH

Delisted

IVH was delisted on the 10th of March, 2023.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.4M +$3.18M +230,528 +32%
SCM
2
Saba Capital Management
New York
$9.86M +$3.83M +277,562 +65%
SIA
3
Sit Investment Associates
Minnesota
$8.57M +$372K +26,976 +5%
GC
4
Guggenheim Capital
Illinois
$4.78M -$147K -10,651 -3%
Invesco
5
Invesco
Georgia
$4.08M +$744K +53,953 +23%
CIA
6
Capital Investment Advisors
Georgia
$3.91M -$74K -5,363 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.84M -$1.29M -93,316 -25%
Morgan Stanley
8
Morgan Stanley
New York
$3.79M +$123K +8,897 +3%
AAM
9
Advisors Asset Management
Colorado
$3.27M +$1.84M +133,395 +135%
SFS
10
Shaker Financial Services
Virginia
$2.92M +$763K +55,308 +36%
OPWM
11
Oxinas Partners Wealth Management
Indiana
$1.4M -$66.5K -4,821 -5%
Stifel Financial
12
Stifel Financial
Missouri
$790K +$401K +29,055 +107%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$738K -$237K -17,161 -25%
UBS Group
14
UBS Group
Switzerland
$716K +$36K +2,613 +5%
PPA
15
Parametric Portfolio Associates
Washington
$664K -$333K -24,146 -34%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$661K -$27.4K -1,989 -4%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$607K -$203K -14,700 -25%
Bank of America
18
Bank of America
North Carolina
$582K +$57.2K +4,148 +11%
MC
19
Matisse Capital
Oregon
$579K – – –
6M
20
6 Meridian
Kansas
$474K -$36.2K -2,626 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$451K +$4.9K +355 +1%
FWM
22
Foresight Wealth Management
Utah
$251K +$246K +17,840 New
OC
23
Oppenheimer & Co
New York
$226K +$9.66K +700 +5%
Ameriprise
24
Ameriprise
Minnesota
$187K +$45K +3,260 +32%
LPL Financial
25
LPL Financial
California
$184K +$21.8K +1,578 +14%
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