BW
IHTA

Boaz Weinstein’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Boaz Weinstein’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
2020
Q2 		– Sell
-14,546
Closed -$107K – 160
2020
Q1 		$107K Buy
+14,546
New +$144K 0.01% 142

Other funds holding IHTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Boaz Weinstein's IHTA Position: Q2 2020 in Review

Boaz Weinstein sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q2 2020, closing a stake of 14,546 shares — an estimated $107K sold.

Boaz Weinstein first reported a position in IHTA in Q1 2020 and held it in 1 quarter. The position peaked at $107K in Q1 2020. 17 funds tracked by Wall St. Rank hold IHTA as of Q2 2020.

  • Boaz Weinstein reported no remaining Invesco High Income 2024 Target Term Fund position as of Q2 2020 after selling out during the quarter.
  • Boaz Weinstein sold 14,546 Invesco High Income 2024 Target Term Fund shares in Q2 2020, an estimated $107K.
  • Boaz Weinstein first reported a position in Invesco High Income 2024 Target Term Fund in Q1 2020 and held it in 1 quarter.
  • Boaz Weinstein's Invesco High Income 2024 Target Term Fund position peaked at $107K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q2 2020.

Based on Saba Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.