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AlphaStar Capital Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

AlphaStar Capital 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
2025
Q1 		– Sell
-14,000
Closed -$82.6K – 198
2024
Q4 		$82.6K Buy
+14,000
New +$91.4K 0.01% 199

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AlphaStar Capital Management's OIA Position: Q1 2025 in Review

AlphaStar Capital Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2025, closing a stake of 14,000 shares — an estimated $82.6K sold.

AlphaStar Capital Management first reported a position in OIA in Q4 2024 and held it in 1 quarter. The position peaked at $82.6K in Q4 2024. 72 funds tracked by Wall St. Rank hold OIA as of Q1 2025.

  • AlphaStar Capital Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 14,000 Invesco Municipal Income Opportunities Trust shares in Q1 2025, an estimated $82.6K.
  • AlphaStar Capital Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and held it in 1 quarter.
  • AlphaStar Capital Management's Invesco Municipal Income Opportunities Trust position peaked at $82.6K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2025.

Based on AlphaStar Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.