L.M. Kohn & Company’s Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share IHIT Stock Holding History

L.M. Kohn & Company’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
2023 Q1	–	Sell	-11,821	Closed	-$95K	–	239
2022 Q4	$95K	Sell	11,821 -13,879	-54%	-$114K	0.04%	216
2022 Q3	$208K	Sell	25,700 -2,624	-9%	-$22.1K	0.1%	190
2022 Q2	$243K	Hold	28,324	–	–	0.11%	189
2022 Q1	$248K	Buy	+28,324	New	+$253K	0.1%	210

Other funds holding IHIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

L.M. Kohn & Company's IHIT Position: Q1 2023 in Review

L.M. Kohn & Company sold out of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) in Q1 2023, closing a stake of 11,821 shares — an estimated $95K sold.

L.M. Kohn & Company first reported a position in IHIT in Q1 2022 and held it in 4 quarters. The position peaked at $248K in Q1 2022. 37 funds tracked by Wall St. Rank hold IHIT as of Q1 2023.

L.M. Kohn & Company reported no remaining Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position as of Q1 2023 after selling out during the quarter.
L.M. Kohn & Company sold 11,821 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q1 2023, an estimated $95K.
L.M. Kohn & Company first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q1 2022 and held it in 4 quarters.
L.M. Kohn & Company's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $248K in Q1 2022.
37 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 2023.

Based on L.M. Kohn & Company's 13F filing for Q1 2023, filed 8 May 2023.