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

B. Riley Wealth Management’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
2022 Q2	$221	Hold	25,611	–	–	﹤0.01%	631
2022 Q1	$231K	Hold	25,611	–	–	0.02%	524
2021 Q4	$253K	Hold	25,611	–	–	0.02%	519
2021 Q3	$252K	Hold	25,611	–	–	0.02%	497
2021 Q2	$251K	Hold	25,611	–	–	0.03%	340
2021 Q1	$248K	Hold	25,611	–	–	0.03%	323
2020 Q4	$223K	Buy	25,611 +508	+2%	+$4.21K	0.03%	321
2020 Q3	$199K	Hold	25,103	–	–	0.02%	361
2020 Q2	$195K	Hold	25,103	–	–	0.02%	373
2020 Q1	$185K	Buy	+25,103	New	+$249K	0.02%	442

Other funds holding IHTA

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

IWC

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

B. Riley Wealth Management's IHTA Position: Q2 2022 in Review

B. Riley Wealth Management held its Invesco High Income 2024 Target Term Fund (IHTA) position steady in Q2 2022 at 25,611 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #631.

B. Riley Wealth Management first reported a position in IHTA in Q1 2020 and has held it in 10 quarters since. The position peaked at $253K in Q4 2021. 19 funds tracked by Wall St. Rank hold IHTA as of Q2 2022.

B. Riley Wealth Management held 25,611 shares of Invesco High Income 2024 Target Term Fund worth $221 as of Q2 2022.
B. Riley Wealth Management left its Invesco High Income 2024 Target Term Fund share count unchanged in Q2 2022.
Invesco High Income 2024 Target Term Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #631 holding.
B. Riley Wealth Management first reported a position in Invesco High Income 2024 Target Term Fund in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's Invesco High Income 2024 Target Term Fund position peaked at $253K in Q4 2021.
19 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.