Wetzel Investment Advisors’s Invesco High Income 2024 Target Term Fund IHTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,850
Closed -$136K 129
2024
Q3
$136K Buy
17,850
+6,400
+56% +$47.6K 0.07% 121
2024
Q2
$86K Buy
+11,450
New +$86.3K 0.05% 188

Wetzel Investment Advisors's IHTA Position: Q4 2024 in Review

Wetzel Investment Advisors sold out of Invesco High Income 2024 Target Term Fund (IHTA) in Q4 2024, closing a stake of 17,850 shares — an estimated $136K sold.

Wetzel Investment Advisors first reported a position in IHTA in Q2 2024 and held it in 2 quarters. The position peaked at $136K in Q3 2024. 0 funds tracked by Wall St. Rank hold IHTA as of Q4 2024.

  • Wetzel Investment Advisors reported no remaining Invesco High Income 2024 Target Term Fund position as of Q4 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 17,850 Invesco High Income 2024 Target Term Fund shares in Q4 2024, an estimated $136K.
  • Wetzel Investment Advisors first reported a position in Invesco High Income 2024 Target Term Fund in Q2 2024 and held it in 2 quarters.
  • Wetzel Investment Advisors's Invesco High Income 2024 Target Term Fund position peaked at $136K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Invesco High Income 2024 Target Term Fund as of Q4 2024.

Based on Wetzel Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.