AG
IHTA

Advisor Group’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Advisor Group’s Portfolio IHTA Stock Details IHTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,025
Closed -$11K – 5651
2019
Q3 		$11K Hold
1,025
– – ﹤0.01% 4314
2019
Q2 		$10K Hold
1,025
– – ﹤0.01% 4402
2019
Q1 		$10K Buy
+1,025
New +$9.86K ﹤0.01% 4401

Other funds holding IHTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Advisor Group's IHTA Position: Q4 2019 in Review

Advisor Group sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2019, closing a stake of 1,025 shares — an estimated $11K sold.

Advisor Group first reported a position in IHTA in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 17 funds tracked by Wall St. Rank hold IHTA as of Q4 2019.

  • Advisor Group reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 1,025 Invesco High Income 2024 Target Term Fund shares in Q4 2019, an estimated $11K.
  • Advisor Group first reported a position in Invesco High Income 2024 Target Term Fund in Q1 2019 and held it in 3 quarters.
  • Advisor Group's Invesco High Income 2024 Target Term Fund position peaked at $11K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.