BHPW
IHTA

Beverly Hills Private Wealth’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Beverly Hills Private Wealth’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
2024
Q4 		– Sell
-104,839
Closed -$797K – 359
2024
Q3 		$797K Buy
+104,839
New +$779K 0.16% 137

Beverly Hills Private Wealth's IHTA Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2024, closing a stake of 104,839 shares — an estimated $797K sold.

Beverly Hills Private Wealth first reported a position in IHTA in Q3 2024 and held it in 1 quarter. The position peaked at $797K in Q3 2024. 0 funds tracked by Wall St. Rank hold IHTA as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 104,839 Invesco High Income 2024 Target Term Fund shares in Q4 2024, an estimated $797K.
  • Beverly Hills Private Wealth first reported a position in Invesco High Income 2024 Target Term Fund in Q3 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Invesco High Income 2024 Target Term Fund position peaked at $797K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.