Question 1

How many shares of XVTAX does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of XVTAX (Invesco Dynamic Credit Opportun) before exiting the position in 2021-Q4.

Question 2

What is Steward Partners Investment Advisory, LLC's XVTAX position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's XVTAX position was last reported at $0 in 2021-Q4 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling XVTAX?

Accepted Answer

In 2021-Q4, Steward Partners Investment Advisory, LLC exited their XVTAX position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy XVTAX?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in XVTAX in 2019-Q1. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$12.42	0
2021-Q3	Increased	27,650	+2.9%	$324,000	0.0%	$12.42	24
2021-Q2	Decreased	26,878	-57.6%	$319,000	0.0%	$12.15	0
2021-Q1	Increased	63,416	+187.0%	$360.9M	0.0%	$11.86	50
2020-Q4	Decreased	22,098	-7.9%	$237,000	0.0%	$11.34	0
2020-Q3	Decreased	24,001	-37.7%	$221,000	0.0%	$10.54	0
2020-Q2	Decreased	38,517	-13.0%	$343,000	0.0%	$9.92	0
2020-Q1	Increased	44,264	+9.7%	$353,000	0.0%	$8.60	26
2019-Q4	Decreased	40,355	-3.0%	$458,000	0.0%	$11.36	0
2019-Q3	Increased	41,588	+28.6%	$457,000	0.0%	$11.14	30
2019-Q2	Unchanged	32,338	0.0%	$361,000	0.0%	$11.08	0
2019-Q1	New	32,338	-	$350,000	0.0%	$10.94	33

XVTAX12 quarters

XVTAX
12 quarters