Commonwealth Equity Services’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-10,400	Closed	-$82K	–	3316
2020 Q3	$82K	Hold	10,400	–	–	﹤0.01%	2905
2020 Q2	$80K	Hold	10,400	–	–	﹤0.01%	2799
2020 Q1	$76K	Hold	10,400	–	–	﹤0.01%	2634
2019 Q4	$108K	Sell	10,400 -1,500	-13%	-$15.7K	﹤0.01%	2736
2019 Q3	$123K	Sell	11,900 -500	-4%	-$5.16K	﹤0.01%	2643
2019 Q2	$125K	Buy	+12,400	New	+$125K	﹤0.01%	2605

Other funds holding IHTA

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Commonwealth Equity Services's IHTA Position: Q4 2020 in Review

Commonwealth Equity Services sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2020, closing a stake of 10,400 shares — an estimated $82K sold.

Commonwealth Equity Services first reported a position in IHTA in Q2 2019 and held it in 6 quarters. The position peaked at $125K in Q2 2019. 22 funds tracked by Wall St. Rank hold IHTA as of Q4 2020.

Commonwealth Equity Services reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2020 after selling out during the quarter.
Commonwealth Equity Services sold 10,400 Invesco High Income 2024 Target Term Fund shares in Q4 2020, an estimated $82K.
Commonwealth Equity Services first reported a position in Invesco High Income 2024 Target Term Fund in Q2 2019 and held it in 6 quarters.
Commonwealth Equity Services's Invesco High Income 2024 Target Term Fund position peaked at $125K in Q2 2019.
22 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2020.

Based on Commonwealth Equity Services's 13F filing for Q4 2020, filed 11 Feb 2021.