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

Alterity Financial Group’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
2021 Q4	$830K	Buy	+25,173	New	+$200K	0.89%	34

Other funds holding OIA

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

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

Alterity Financial Group's OIA Position: Q4 2021 in Review

Alterity Financial Group opened a new position in Invesco Municipal Income Opportunities Trust (OIA) in Q4 2021: 25,173 shares worth $830K. The stake represents 0.89% of the portfolio and ranks #34 among its holdings.

58 funds tracked by Wall St. Rank hold OIA as of Q4 2021.

Alterity Financial Group held 25,173 shares of Invesco Municipal Income Opportunities Trust worth $830K as of Q4 2021.
Invesco Municipal Income Opportunities Trust was a new Alterity Financial Group position in Q4 2021.
Invesco Municipal Income Opportunities Trust made up 0.89% of Alterity Financial Group's portfolio in Q4 2021, its #34 holding.
58 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2021.

Based on Alterity Financial Group's 13F filing for Q4 2021, filed 14 Feb 2022.