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Altus Wealth Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Altus Wealth 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
Q1 		– Sell
-8,440
Closed -$67K – 589
2020
Q4 		$67K Buy
+8,440
New +$62.9K 0.06% 178

Other funds holding OIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Altus Wealth Group's OIA Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2021, closing a stake of 8,440 shares — an estimated $67K sold.

Altus Wealth Group first reported a position in OIA in Q4 2020 and held it in 1 quarter. The position peaked at $67K in Q4 2020. 53 funds tracked by Wall St. Rank hold OIA as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 8,440 Invesco Municipal Income Opportunities Trust shares in Q1 2021, an estimated $67K.
  • Altus Wealth Group first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco Municipal Income Opportunities Trust position peaked at $67K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.