CS
IHTA

Clear Street’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Clear Street’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
Q4 		– Sell
-20
Closed – – 1691
2022
Q3 		$0 Buy
+20
New +$169 ﹤0.01% 1550

Other funds holding IHTA

Morgan Stanley
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
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Street's IHTA Position: Q4 2022 in Review

Clear Street sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2022, closing a stake of 20 shares.

Clear Street first reported a position in IHTA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 24 funds tracked by Wall St. Rank hold IHTA as of Q4 2022.

  • Clear Street reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2022 after selling out during the quarter.
  • Clear Street sold 20 Invesco High Income 2024 Target Term Fund shares in Q4 2022.
  • Clear Street first reported a position in Invesco High Income 2024 Target Term Fund in Q3 2022 and held it in 1 quarter.
  • Clear Street's Invesco High Income 2024 Target Term Fund position peaked at $0 in Q3 2022.
  • 24 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2022.

Based on Clear Street's 13F filing for Q4 2022, filed 13 Feb 2023.