Shaker Financial Services, LLC - INVESCO BD FD ownership

INVESCO BD FD's ticker is VBF and the CUSIP is 46132L107. A total of 39 filers reported holding INVESCO BD FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of INVESCO BD FD
ValueSharesWeighting
Q2 2023$175,733
-50.2%
11,810
-30.5%
0.08%
-41.2%
Q2 2021$353,000
-66.7%
16,984
-68.0%
0.13%
-69.0%
Q1 2021$1,059,000
+47.5%
53,048
+39.6%
0.42%
-15.4%
Q2 2016$718,00038,0000.50%
Other shareholders
INVESCO BD FD shareholders Q3 2023
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 657,885$13,164,0000.33%
SeaBridge Investment Advisors LLC 66,440$1,329,0000.31%
ACCESS FINANCIAL SERVICES, INC. 11,833$237,0000.18%
Gilman Hill Asset Management, LLC 22,000$440,0000.18%
DOLIVER ADVISORS, LP 12,075$242,0000.11%
BLB&B Advisors, LLC 10,150$203,0000.03%
Sigma Planning Corp 14,201$284,0000.02%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,579$212,0000.02%
ENTERPRISE FINANCIAL SERVICES CORP 2,000$40,0000.02%
SII INVESTMENTS INC/WI 14,885$299,0000.02%
View complete list of INVESCO BD FD shareholders