INVESCO HIGH INCOME 2023 TAR's ticker is IHIT and the CUSIP is 46135X108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,810 | – | 1,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sargent Investment Group, LLC | 319,505 | $3,336,000 | 1.52% |
| Shaker Financial Services, LLC | 87,223 | $911,000 | 0.47% |
| Integrated Wealth Concepts LLC | 171,314 | $1,570,000 | 0.21% |
| Pointe Capital Management LLC | 15,000 | $157,000 | 0.13% |
| Cypress Wealth Services, LLC | 28,318 | $296,000 | 0.08% |
| Winslow, Evans & Crocker, Inc. | 21,800 | $228,000 | 0.06% |
| Gladstone Institutional Advisory LLC | 12,500 | $131,000 | 0.04% |
| SIT INVESTMENT ASSOCIATES INC | 111,870 | $1,168,000 | 0.04% |
| Advocacy Wealth Management Services, LLC | 4,000 | $42,000 | 0.03% |
| OneDigital Investment Advisors LLC | 32,606 | $340,000 | 0.03% |