AE Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

AE Wealth Management’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	-10,151	Closed	-$63.1K	–	1723
2023 Q4	$63.1K	Hold	10,151	–	–	﹤0.01%	1972
2023 Q3	$59K	Hold	10,151	–	–	﹤0.01%	1876
2023 Q2	$63.3K	Hold	10,151	–	–	﹤0.01%	1830
2023 Q1	$67.4K	Hold	10,151	–	–	﹤0.01%	1809
2022 Q4	$63.3K	Hold	10,151	–	–	﹤0.01%	1744
2022 Q3	$59K	Hold	10,151	–	–	﹤0.01%	1682
2022 Q2	$65K	Hold	10,151	–	–	﹤0.01%	1664
2022 Q1	$72K	Sell	10,151 -475	-4%	-$3.48K	﹤0.01%	1622
2021 Q4	$85K	Buy	+10,626	New	+$84.5K	﹤0.01%	1646

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 $71.6B AUM 21.08% 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

AE Wealth Management's OIA Position: Q1 2024 in Review

AE Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2024, closing a stake of 10,151 shares — an estimated $63.1K sold.

AE Wealth Management first reported a position in OIA in Q4 2021 and held it in 9 quarters. The position peaked at $85K in Q4 2021. 60 funds tracked by Wall St. Rank hold OIA as of Q1 2024.

AE Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 10,151 Invesco Municipal Income Opportunities Trust shares in Q1 2024, an estimated $63.1K.
AE Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2021 and held it in 9 quarters.
AE Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $85K in Q4 2021.
60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.