Chicago Partners Investment Group’s Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share IHIT Stock Holding History

Chicago Partners Investment Group’s Portfolio IHIT Stock Details IHIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,290	Closed	-$90K	–	611
2021 Q4	$90K	Hold	10,290	–	–	0.01%	552
2021 Q3	$102K	Hold	10,290	–	–	0.01%	567
2021 Q2	$101K	Hold	10,290	–	–	0.01%	520
2021 Q1	$96K	Hold	10,290	–	–	0.01%	511
2020 Q4	$92K	Buy	+10,290	New	+$84K	0.01%	458

Other funds holding IHIT

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RJA

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

SIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Chicago Partners Investment Group's IHIT Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) in Q1 2022, closing a stake of 10,290 shares — an estimated $90K sold.

Chicago Partners Investment Group first reported a position in IHIT in Q4 2020 and held it in 5 quarters. The position peaked at $102K in Q3 2021. 33 funds tracked by Wall St. Rank hold IHIT as of Q1 2022.

Chicago Partners Investment Group reported no remaining Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 10,290 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q1 2022, an estimated $90K.
Chicago Partners Investment Group first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q4 2020 and held it in 5 quarters.
Chicago Partners Investment Group's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $102K in Q3 2021.
33 funds tracked by Wall St. Rank held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.