Invesco High Income 2023 TAR

Q3 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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B. Riley Wealth Advisors, Inc.

UNCHANGED

Shares20,829 from 20,829

Change0 (0%)

Value$141.8K ($0)

Filed 2024-05-16

Morgan Stanley

CLOSED

Shares0 from 1,785,998

Change-1,785,998 (-100%)

Value$0 (-$12.2M)

Filed 2024-10-17

City of London Investment Management Co LTD

CLOSED

Shares0 from 1,004,630

Change-1,004,630 (-100%)

Value$0 (-$6.8M)

Filed 2024-05-10

Private Management Group Inc

CLOSED

Shares0 from 821,609

Change-821,609 (-100%)

Value$0 (-$5.6M)

Filed 2024-05-08

Clough Capital Partners L P

CLOSED

Shares0 from 689,028

Change-689,028 (-100%)

Value$0 (-$4.7M)

Filed 2024-05-15

Wells Fargo & Company

CLOSED

Shares0 from 565,590

Change-565,590 (-100%)

Value$0 (-$3.9M)

Filed 2024-05-10

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 544,224

Change-544,224 (-100%)

Value$0 (-$3.7M)

Filed 2024-04-22

Bank of America Corp

CLOSED

Shares0 from 517,210

Change-517,210 (-100%)

Value$0 (-$3.5M)

Filed 2025-03-18

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 432,641

Change-432,641 (-100%)

Value$0 (-$2.9M)

Filed 2024-05-15

Icon Advisers Inc

CLOSED

Shares0 from 298,019

Change-298,019 (-100%)

Value$0 (-$2.0M)

Filed 2024-05-15

Quarry LP

CLOSED

Shares0 from 231,695

Change-231,695 (-100%)

Value$0 (-$1.6M)

Filed 2024-05-15

Shaker Financial Services, LLC

CLOSED

Shares0 from 165,216

Change-165,216 (-100%)

Value$0 (-$1.1M)

Filed 2024-05-13

Logan Stone Capital, LLC

CLOSED

Shares0 from 159,723

Change-159,723 (-100%)

Value$0 (-$1.1M)

Filed 2024-05-15

Raymond James & Associates

CLOSED

Shares0 from 129,574

Change-129,574 (-100%)

Value$0 (-$882.4K)

Filed 2024-04-22

Jane Street Group, LLC

CLOSED

Shares0 from 109,024

Change-109,024 (-100%)

Value$0 (-$742.5K)

Filed 2024-05-16

Weiss Asset Management LP

CLOSED

Shares0 from 97,193

Change-97,193 (-100%)

Value$0 (-$661.9K)

Filed 2024-05-13

Cetera Investment Advisers

CLOSED

Shares0 from 85,270

Change-85,270 (-100%)

Value$0 (-$580.7K)

Filed 2024-05-24

Atlas Wealth LLC

CLOSED

Shares0 from 84,529

Change-84,529 (-100%)

Value$0 (-$575.6K)

Filed 2024-05-10

Osaic Holdings, Inc.

CLOSED

Shares0 from 65,600

Change-65,600 (-100%)

Value$0 (-$446.7K)

Filed 2024-05-10

PineBridge Investments Ltd

CLOSED

Shares0 from 58,001

Change-58,001 (-100%)

Value$0 (-$395.0K)

Filed 2024-05-14

CSS LLC

CLOSED

Shares0 from 49,165

Change-49,165 (-100%)

Value$0 (-$334.8K)

Filed 2024-05-15

LPL Financial LLC

CLOSED

Shares0 from 37,112

Change-37,112 (-100%)

Value$0 (-$252.7K)

Filed 2024-05-10

Cypress Wealth Services, LLC

CLOSED

Shares0 from 31,079

Change-31,079 (-100%)

Value$0 (-$211.6K)

Filed 2024-04-16

NWF Advisory Services Inc.

CLOSED

Shares0 from 30,800

Change-30,800 (-100%)

Value$0 (-$209.7K)

Filed 2025-10-06

Independent Financial Group, LLC

CLOSED

Shares0 from 25,520

Change-25,520 (-100%)

Value$0 (-$173.8K)

Filed 2026-06-12

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 17,469

Change-17,469 (-100%)

Value$0 (-$119)

Filed 2024-04-24

Janney Montgomery Scott LLC

CLOSED

Shares0 from 15,955

Change-15,955 (-100%)

Value$0 (-$109)

Filed 2024-05-01

Royal Bank of Canada

CLOSED

Shares0 from 15,643

Change-15,643 (-100%)

Value$0 (-$107.0K)

Filed 2024-11-05

Pointe Capital Management LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$102.2K)

Filed 2024-05-07

Envestnet Asset Management Inc

CLOSED

Shares0 from 13,668

Change-13,668 (-100%)

Value$0 (-$93.1K)

Filed 2024-05-13

OmniStar Financial Group, Inc.

CLOSED

Shares0 from 11,454

Change-11,454 (-100%)

Value$0 (-$78.0K)

Filed 2024-04-23

Navalign, LLC

CLOSED

Shares0 from 11,158

Change-11,158 (-100%)

Value$0 (-$76.0K)

Filed 2024-04-12

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 9,995

Change-9,995 (-100%)

Value$0 (-$68.1K)

Filed 2024-04-12

Cary Street Partners Investment Advisory LLC

CLOSED

Shares0 from 8,510

Change-8,510 (-100%)

Value$0 (-$58.0K)

Filed 2024-04-30

US Bancorp \de\

CLOSED

Shares0 from 5,575

Change-5,575 (-100%)

Value$0 (-$38.0K)

Filed 2024-05-08

Proequities, Inc.

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$13.6K)

Filed 2024-05-01

UBS Group AG

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$13.6K)

Filed 2024-05-13

JPMorgan Chase & Co

CLOSED

Shares0 from 1,920

Change-1,920 (-100%)

Value$0 (-$13.1K)

Filed 2024-12-26

Key FInancial Inc

CLOSED

Shares0 from 1,475

Change-1,475 (-100%)

Value$0 (-$10.0K)

Filed 2024-05-13

Koesten, Hirschmann & Crabtree, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$6.8K)

Filed 2024-05-22

KCS Wealth Advisory

N/A

Shares— from 103,134

Change-103,134 (-100%)

Value—

	Status
B. Riley Wealth Advisors, Inc.	UNCHANGED	20,829	20,829	0	0%	$141.8K	$141.8K	$0	2024-05-16
Morgan Stanley	CLOSED	0	1,785,998	-1,785,998	-100%	$12.2M	$0	-$12.2M	2024-10-17
City of London Investment Management Co LTD	CLOSED	0	1,004,630	-1,004,630	-100%	$6.8M	$0	-$6.8M	2024-05-10
Private Management Group Inc	CLOSED	0	821,609	-821,609	-100%	$5.6M	$0	-$5.6M	2024-05-08
Clough Capital Partners L P	CLOSED	0	689,028	-689,028	-100%	$4.7M	$0	-$4.7M	2024-05-15
Wells Fargo & Company	CLOSED	0	565,590	-565,590	-100%	$3.9M	$0	-$3.9M	2024-05-10
Raymond James Financial Services Advisors, Inc.	CLOSED	0	544,224	-544,224	-100%	$3.7M	$0	-$3.7M	2024-04-22
Bank of America Corp	CLOSED	0	517,210	-517,210	-100%	$3.5M	$0	-$3.5M	2025-03-18
Integrated Wealth Concepts LLC	CLOSED	0	432,641	-432,641	-100%	$2.9M	$0	-$2.9M	2024-05-15
Icon Advisers Inc	CLOSED	0	298,019	-298,019	-100%	$2.0M	$0	-$2.0M	2024-05-15
Quarry LP	CLOSED	0	231,695	-231,695	-100%	$1.6M	$0	-$1.6M	2024-05-15
Shaker Financial Services, LLC	CLOSED	0	165,216	-165,216	-100%	$1.1M	$0	-$1.1M	2024-05-13
Logan Stone Capital, LLC	CLOSED	0	159,723	-159,723	-100%	$1.1M	$0	-$1.1M	2024-05-15
Raymond James & Associates	CLOSED	0	129,574	-129,574	-100%	$882.4K	$0	-$882.4K	2024-04-22
Jane Street Group, LLC	CLOSED	0	109,024	-109,024	-100%	$742.5K	$0	-$742.5K	2024-05-16
Weiss Asset Management LP	CLOSED	0	97,193	-97,193	-100%	$661.9K	$0	-$661.9K	2024-05-13
Cetera Investment Advisers	CLOSED	0	85,270	-85,270	-100%	$580.7K	$0	-$580.7K	2024-05-24
Atlas Wealth LLC	CLOSED	0	84,529	-84,529	-100%	$575.6K	$0	-$575.6K	2024-05-10
Osaic Holdings, Inc.	CLOSED	0	65,600	-65,600	-100%	$446.7K	$0	-$446.7K	2024-05-10
PineBridge Investments Ltd	CLOSED	0	58,001	-58,001	-100%	$395.0K	$0	-$395.0K	2024-05-14
CSS LLC	CLOSED	0	49,165	-49,165	-100%	$334.8K	$0	-$334.8K	2024-05-15
LPL Financial LLC	CLOSED	0	37,112	-37,112	-100%	$252.7K	$0	-$252.7K	2024-05-10
Cypress Wealth Services, LLC	CLOSED	0	31,079	-31,079	-100%	$211.6K	$0	-$211.6K	2024-04-16
NWF Advisory Services Inc.	CLOSED	0	30,800	-30,800	-100%	$209.7K	$0	-$209.7K	2025-10-06
Independent Financial Group, LLC	CLOSED	0	25,520	-25,520	-100%	$173.8K	$0	-$173.8K	2026-06-12
Cambridge Investment Research Advisors, Inc.	CLOSED	0	17,469	-17,469	-100%	$119	$0	-$119	2024-04-24
Janney Montgomery Scott LLC	CLOSED	0	15,955	-15,955	-100%	$109	$0	-$109	2024-05-01
Royal Bank of Canada	CLOSED	0	15,643	-15,643	-100%	$107.0K	$0	-$107.0K	2024-11-05
Pointe Capital Management LLC	CLOSED	0	15,000	-15,000	-100%	$102.2K	$0	-$102.2K	2024-05-07
Envestnet Asset Management Inc	CLOSED	0	13,668	-13,668	-100%	$93.1K	$0	-$93.1K	2024-05-13
OmniStar Financial Group, Inc.	CLOSED	0	11,454	-11,454	-100%	$78.0K	$0	-$78.0K	2024-04-23
Navalign, LLC	CLOSED	0	11,158	-11,158	-100%	$76.0K	$0	-$76.0K	2024-04-12
Harbor Investment Advisory, LLC	CLOSED	0	9,995	-9,995	-100%	$68.1K	$0	-$68.1K	2024-04-12
Cary Street Partners Investment Advisory LLC	CLOSED	0	8,510	-8,510	-100%	$58.0K	$0	-$58.0K	2024-04-30
US Bancorp \de\	CLOSED	0	5,575	-5,575	-100%	$38.0K	$0	-$38.0K	2024-05-08
Proequities, Inc.	CLOSED	0	2,000	-2,000	-100%	$13.6K	$0	-$13.6K	2024-05-01
UBS Group AG	CLOSED	0	2,000	-2,000	-100%	$13.6K	$0	-$13.6K	2024-05-13
JPMorgan Chase & Co	CLOSED	0	1,920	-1,920	-100%	$13.1K	$0	-$13.1K	2024-12-26
Key FInancial Inc	CLOSED	0	1,475	-1,475	-100%	$10.0K	$0	-$10.0K	2024-05-13
Koesten, Hirschmann & Crabtree, Inc.	CLOSED	0	1,000	-1,000	-100%	$6.8K	$0	-$6.8K	2024-05-22
KCS Wealth Advisory	N/A	—	103,134	-103,134	-100%	$702.3K	—	—	—

Showing 41 of 41 institutions