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

Mutual Advisors’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
2020 Q3	–	Sell	-19,024	Closed	-$149K	–	714
2020 Q2	$149K	Sell	19,024 -15,993	-46%	-$122K	0.01%	619
2020 Q1	$283K	Sell	35,017 -18,826	-35%	-$189K	0.04%	414
2019 Q4	$568K	Buy	+53,843	New	+$568K	0.06%	321

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

SIG

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mutual Advisors's IHIT Position: Q3 2020 in Review

Mutual Advisors sold out of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) in Q3 2020, closing a stake of 19,024 shares — an estimated $149K sold.

Mutual Advisors first reported a position in IHIT in Q4 2019 and held it in 3 quarters. The position peaked at $568K in Q4 2019. 24 funds tracked by Wall St. Rank hold IHIT as of Q3 2020.

Mutual Advisors reported no remaining Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position as of Q3 2020 after selling out during the quarter.
Mutual Advisors sold 19,024 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q3 2020, an estimated $149K.
Mutual Advisors first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q4 2019 and held it in 3 quarters.
Mutual Advisors's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $568K in Q4 2019.
24 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 Q3 2020.

Based on Mutual Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.