CUSIP 46131F101COMVLTQ4 2025
14 filings · latest Jan 10, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fiera Capital Corp | 110.5K | $1.23M |
| 2 | Melfa Wealth Management, Inc. | 74.5K | $831.9K |
| 3 | Envestnet Asset Management Inc | 73.6K | $822.5K |
| 4 | Shaker Financial Services, LLC | 50.3K | $561.6K |
| 5 | Newedge Advisors, LLC | 46.7K | $521.5K |
| 6 | Ameriprise Financial Inc | 37.0K | $413.7K |
| 7 | Ubs Group AG | 27.3K | $305.3K |
| 8 | Uncommon Cents Investing LLC | 22.3K | $248.7K |
| 9 |
| 4 | Jan 13, 2023 | First Trust Portfolios LP | 13G/A | 6.5% | 424.7K | SEC |
| 5 | Sep 9, 2022 | First Trust Portfolios LP | 13G/A | 9.4% | 611.4K | SEC |
| 6 | Jan 12, 2022 | First Trust Portfolios LP | 13G/A | 14.9% | 969.5K | SEC |
| 7 | Jul 8, 2021 | First Trust Portfolios LP | 13G/A | 16.0% | 1.04M | SEC |
| 8 | Apr 7, 2021 | First Trust Portfolios LP | 13G/A | 10.3% | 833.6K | SEC |
| 9 | Feb 16, 2021 | Rivernorth Capital Management, LLC | 13G/A | 3.0% | 192.4K | SEC |
| 10 | Jan 25, 2021 | First Trust Portfolios LP | 13G | 8.9% | 724.9K | SEC |
See the full Schedule 13D/13G history for Invesco High Income Tr II.
Unlock full history| Mallini Complete Financial Planning LLC |
| 19.5K |
| $218.3K |
| 10 | Cetera Investment Advisers | 15.4K | $171.9K |