V Wealth Advisors’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-10,490	Closed	-$74.3K	–	388
2023 Q2	$74.3K	Sell	10,490 -500	-5%	-$3.57K	0.01%	381
2023 Q1	$80.1K	Hold	10,990	–	–	0.02%	374
2022 Q4	$88.8K	Hold	10,990	–	–	0.02%	359
2022 Q3	$85K	Hold	10,990	–	–	0.02%	367
2022 Q2	$94K	Hold	10,990	–	–	0.02%	399
2022 Q1	$100K	Hold	10,990	–	–	0.02%	431
2021 Q4	$108K	Hold	10,990	–	–	0.02%	445
2021 Q3	$108K	Hold	10,990	–	–	0.02%	491
2021 Q2	$108K	Hold	10,990	–	–	0.02%	459
2021 Q1	$107K	Hold	10,990	–	–	0.02%	416
2020 Q4	$95K	Buy	10,990 +500	+5%	+$4.14K	0.02%	375
2020 Q3	$83K	Sell	10,490 -500	-5%	-$3.82K	0.06%	170
2020 Q2	$85K	Buy	+10,990	New	+$74.1K	0.02%	340
2019 Q4	–	Sell	-10,990	Closed	-$114K	–	301
2019 Q3	$114K	Buy	+10,990	New	+$113K	0.04%	290
2019 Q2	–	Sell	-11,240	Closed	-$112K	–	287
2019 Q1	$112K	Buy	+11,240	New	+$108K	0.05%	250

Other funds holding IHTA

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

SIA

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CPIG

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

V Wealth Advisors's IHTA Position: Q3 2023 in Review

V Wealth Advisors sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q3 2023, closing a stake of 10,490 shares — an estimated $74.3K sold.

V Wealth Advisors first reported a position in IHTA in Q1 2019 and held it in 15 quarters. The position peaked at $114K in Q3 2019. 24 funds tracked by Wall St. Rank hold IHTA as of Q3 2023.

V Wealth Advisors reported no remaining Invesco High Income 2024 Target Term Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,490 Invesco High Income 2024 Target Term Fund shares in Q3 2023, an estimated $74.3K.
V Wealth Advisors first reported a position in Invesco High Income 2024 Target Term Fund in Q1 2019 and held it in 15 quarters.
V Wealth Advisors's Invesco High Income 2024 Target Term Fund position peaked at $114K in Q3 2019.
24 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.