Avantax Planning Partners’s Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share IHIT Stock Holding History

Avantax Planning Partners’s Portfolio IHIT Stock Details IHIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,477	Closed	-$44K	–	1274
2018 Q3	$44K	Buy	+4,477	New	+$44.5K	﹤0.01%	516

Other funds holding IHIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Avantax Planning Partners's IHIT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) in Q4 2018, closing a stake of 4,477 shares — an estimated $44K sold.

Avantax Planning Partners first reported a position in IHIT in Q3 2018 and held it in 1 quarter. The position peaked at $44K in Q3 2018. 24 funds tracked by Wall St. Rank hold IHIT as of Q4 2018.

Avantax Planning Partners reported no remaining Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 4,477 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q4 2018, an estimated $44K.
Avantax Planning Partners first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $44K in Q3 2018.
24 funds tracked by Wall St. Rank held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.