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

Allworth 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
2022
Q2 		– Sell
-1,479
Closed -$10K – 2671
2022
Q1 		$10K Hold
1,479
– – ﹤0.01% 1489
2021
Q4 		$12K Hold
1,479
– – ﹤0.01% 1328
2021
Q3 		$12K Buy
+1,479
New +$12.2K ﹤0.01% 1231

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's OIA Position: Q2 2022 in Review

Allworth Financial sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2022, closing a stake of 1,479 shares — an estimated $10K sold.

Allworth Financial first reported a position in OIA in Q3 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 64 funds tracked by Wall St. Rank hold OIA as of Q2 2022.

  • Allworth Financial reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Allworth Financial sold 1,479 Invesco Municipal Income Opportunities Trust shares in Q2 2022, an estimated $10K.
  • Allworth Financial first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and held it in 3 quarters.
  • Allworth Financial's Invesco Municipal Income Opportunities Trust position peaked at $12K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2022.

Based on Allworth Financial's 13F filing for Q2 2022, filed 13 Jul 2022.