B. Riley Wealth Advisors’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,836
Closed -$90K 1320
2024
Q3
$90K Sell
11,836
-311
-3% -$2.31K ﹤0.01% 1215
2024
Q2
$89K Sell
12,147
-21,864
-64% -$165K ﹤0.01% 1315
2024
Q1
$236K Buy
34,011
+5,300
+18% +$39.1K 0.01% 1175
2023
Q4
$198K Sell
28,711
-5,300
-16% -$35.7K 0.01% 1266
2023
Q3
$236K Hold
34,011
0.01% 1175
2023
Q2
$241K Hold
34,011
0.01% 1245
2023
Q1
$248K Sell
34,011
-1,300
-4% -$10.3K 0.01% 1169
2022
Q4
$285K Hold
35,311
0.01% 1067
2022
Q3
$273K Buy
+35,311
New +$298K 0.01% 1060

B. Riley Wealth Advisors's IHTA Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2024, closing a stake of 11,836 shares — an estimated $90K sold.

B. Riley Wealth Advisors first reported a position in IHTA in Q3 2022 and held it in 9 quarters. The position peaked at $285K in Q4 2022. 0 funds tracked by Wall St. Rank hold IHTA as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,836 Invesco High Income 2024 Target Term Fund shares in Q4 2024, an estimated $90K.
  • B. Riley Wealth Advisors first reported a position in Invesco High Income 2024 Target Term Fund in Q3 2022 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Invesco High Income 2024 Target Term Fund position peaked at $285K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.