LTFS
IHTA

Ladenburg Thalmann Financial Services’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$194K Buy
18,606
+100
+0.5% +$1.04K ﹤0.01% 2533
2019
Q3 		$192K Buy
+18,506
New +$191K ﹤0.01% 2506

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
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wells Fargo
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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IHTA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco High Income 2024 Target Term Fund (IHTA) stake by 0.54% in Q4 2019, buying an estimated $1.04K and bringing the position to 18,606 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Ladenburg Thalmann Financial Services first reported a position in IHTA in Q3 2019 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold IHTA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 18,606 shares of Invesco High Income 2024 Target Term Fund worth $194K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 100 Invesco High Income 2024 Target Term Fund shares in Q4 2019, an estimated $1.04K.
  • Invesco High Income 2024 Target Term Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2533 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco High Income 2024 Target Term Fund in Q3 2019 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.