IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco High Income 2024 TAR

CUSIP: 46136K105 | 70 institutional holders

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2024

Morgan Stanley683,668
0.0% of portfolio›$5.2M
Jane Street Group, LLC432,489
0.0% of portfolio›$3.3M
Raymond James Financial Services Advisors, Inc.346,027
0.0% of portfolio›$2.6M
Bulldog Investors, LLPA303,393
0.8% of portfolio›$2.3M
Chicago Partners Investment Group LLC169,424
0.0% of portfolio›$1.3M
Beverly Hills Private Wealth, LLC104,839
0.2% of portfolio›$796.8K
Logan Stone Capital, LLC73,474
0.1% of portfolio›$558.4K
CSS LLC68,287
0.0% of portfolio›$519.0K
Baird Financial Group, Inc.66,016
0.0% of portfolio›$501.7K
Absolute Investment Advisers, LLC63,178
0.1% of portfolio›$480.2K
Integrated Wealth Concepts LLC48,657
0.0% of portfolio›$369.8K
Susquehanna International Group, LLP44,697
0.0% of portfolio›$339.7K
Whittier Trust Co32,000
0.0% of portfolio›$243.2K
Quarry LP30,797
0.1% of portfolio›$234.1K
Raymond James & Associates25,068
0.0% of portfolio›$190.5K
Hara Capital LLC19,873
0.1% of portfolio›$151.0K
Wetzel Investment Advisors, Inc.17,850
0.1% of portfolio›$135.7K
HRT Financial LP17,254
0.0% of portfolio›$131
Royal Fund Management, LLC15,140
0.0% of portfolio›$115.1K
Citadel Advisors LLC11,995
0.0% of portfolio›$91.2K
B. Riley Wealth Advisors, Inc.11,836
0.0% of portfolio›$90.0K
Edge Wealth Management LLC11,160
0.0% of portfolio›$84.8K
Wells Fargo & Company8,952
0.0% of portfolio›$68.0K
UBS Group AG8,636
0.0% of portfolio›$65.6K
Osaic Holdings, Inc.1,127
0.0% of portfolio›$8.6K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Morgan Stanley
683,668$5.2M0.0%CoreLowNew York, NY2025-05-14
Jane Street Group, LLC
432,489$3.3M0.0%CoreVery HighNew York, NY2024-11-15
Raymond James Financial Services Advisors, Inc.
346,027$2.6M0.0%GrowthVery LowSt. Petersburg, FL2024-10-18
Bulldog Investors, LLPActivist
303,393$2.3M0.8%YieldHighSaddle Brook, NJ2024-11-14
Chicago Partners Investment Group LLC
169,424$1.3M0.0%GARPLowChicago, IL2024-10-29
Beverly Hills Private Wealth, LLC
104,839$796.8K0.2%ValueMediumBeverly Hills, CA2024-11-12
Logan Stone Capital, LLC
73,474$558.4K0.1%ValueVery HighChicago, IL2024-11-14
CSS LLC
68,287$519.0K0.0%Deep ValueHighChicago, IL2024-11-14
Baird Financial Group, Inc.
66,016$501.7K0.0%CoreLowMilwaukee, WI2024-11-14
Absolute Investment Advisers, LLC
63,178$480.2K0.1%YieldHighRosemary Beach, FL2025-01-30
Integrated Wealth Concepts LLC
48,657$369.8K0.0%ETFLowWaltham, MA2024-11-14
Susquehanna International Group, LLP
44,697$339.7K0.0%GrowthHighBala Cynwyd, PA2024-11-14
Whittier Trust Co
32,000$243.2K0.0%GrowthLowSouth Pasadena, CA2024-10-21
Quarry LP
30,797$234.1K0.1%YieldVery HighNew York, NY2024-11-14
Raymond James & Associates
25,068$190.5K0.0%N/AN/ASt Petersburg, FL2024-10-18
Hara Capital LLC
19,873$151.0K0.1%Deep ValueMediumBellevue, WA2025-04-29
Wetzel Investment Advisors, Inc.
17,850$135.7K0.1%ETFLowIndianapolis, IN2024-10-29
HRT Financial LP
17,254$1310.0%GARPVery HighNew York, NY2024-11-12
Royal Fund Management, LLC
15,140$115.1K0.0%GrowthMediumLady Lake, FL2024-10-08
Citadel Advisors LLC
11,995$91.2K0.0%CoreVery HighMiami, FL2024-11-14
B. Riley Wealth Advisors, Inc.
11,836$90.0K0.0%GrowthLowMemphis, TN2024-12-13
Edge Wealth Management LLC
11,160$84.8K0.0%CoreLowNew York, NY2024-10-15
Wells Fargo & Company
8,952$68.0K0.0%CoreLowSan Francisco, CA2024-11-13
UBS Group AG
8,636$65.6K0.0%CoreMediumZurich, Switzerland2024-11-14
Osaic Holdings, Inc.
1,127$8.6K0.0%IndexLowScottsdale, AZ2024-11-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-10-10