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

Newbridge Financial Services Group’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
2021 Q3	–	Sell	-23	Closed	–	–	1645
2021 Q2	$0	Buy	+23	New	+$219	﹤0.01%	1533

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Newbridge Financial Services Group's IHIT Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) in Q3 2021, closing a stake of 23 shares.

Newbridge Financial Services Group first reported a position in IHIT in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 29 funds tracked by Wall St. Rank hold IHIT as of Q3 2021.

Newbridge Financial Services Group reported no remaining Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 23 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q3 2021.
Newbridge Financial Services Group first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q2 2021 and held it in 1 quarter.
Newbridge Financial Services Group's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $0 in Q2 2021.
29 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 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.