LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in VBF — Invesco Bond Fund
CIK 2131510
LOUISVILLE, KY
Position in VBF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,855,415
New position
Shares Held
190,361
first reported quarter
Ownership
1.67%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $6,150,161 across 5 Asset Management names. VBF ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VBF |
Invesco Bond Fund
This page
|
190,361 | $2,855,415 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
90,783 | $2,228,722 | |
| 3 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
45,045 | $496,395 | |
| 4 | SABA |
Saba Capital Income & Opportunities Fund II
|
50,341 | $418,837 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
14,640 | $150,792 |
All Filings in VBF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,855,415 | 190,361 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||