Advisornet Financial’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Advisornet Financial’s Portfolio OIA Stock Details OIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$32	–	2376
2023 Q4	$32	Hold	5	–	–	﹤0.01%	2411
2023 Q3	$29	Hold	5	–	–	﹤0.01%	2260
2023 Q2	$31	Hold	5	–	–	﹤0.01%	2329
2023 Q1	$33	Hold	5	–	–	﹤0.01%	2371
2022 Q4	$31	Hold	5	–	–	﹤0.01%	2354
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1987
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2067
2022 Q1	$0	Buy	+5	New	+$37	﹤0.01%	2135
2021 Q1	–	Sell	-1,833	Closed	-$14.5K	–	1805
2020 Q4	$14K	Hold	1,833	–	–	﹤0.01%	1213
2020 Q3	$13K	Hold	1,833	–	–	﹤0.01%	1207
2020 Q2	$13K	Hold	1,833	–	–	﹤0.01%	1237
2020 Q1	$13K	Hold	1,833	–	–	﹤0.01%	1200
2019 Q4	$14K	Hold	1,833	–	–	﹤0.01%	1294
2019 Q3	$15K	Buy	+1,833	New	+$14.3K	﹤0.01%	1271

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisornet Financial's OIA Position: Q1 2024 in Review

Advisornet Financial sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2024, closing a stake of 5 shares — an estimated $32 sold.

Advisornet Financial first reported a position in OIA in Q3 2019 and held it in 14 quarters. The position peaked at $15K in Q3 2019. 60 funds tracked by Wall St. Rank hold OIA as of Q1 2024.

Advisornet Financial reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 5 Invesco Municipal Income Opportunities Trust shares in Q1 2024, an estimated $32.
Advisornet Financial first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2019 and held it in 14 quarters.
Advisornet Financial's Invesco Municipal Income Opportunities Trust position peaked at $15K in Q3 2019.
60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.