BWM
IHTA

BerganKDV Wealth Management’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

BerganKDV 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
2019
Q4 		– Sell
-765
Closed -$8K – 999
2019
Q3 		$8K Buy
+765
New +$7.89K ﹤0.01% 523

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SIG
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CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Wells Fargo
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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

BerganKDV Wealth Management's IHTA Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2019, closing a stake of 765 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in IHTA in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 17 funds tracked by Wall St. Rank hold IHTA as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 765 Invesco High Income 2024 Target Term Fund shares in Q4 2019, an estimated $8K.
  • BerganKDV Wealth Management first reported a position in Invesco High Income 2024 Target Term Fund in Q3 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco High Income 2024 Target Term Fund position peaked at $8K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.