Anchor Investment Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Anchor Investment 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
2023 Q3	–	Sell	-1,500	Closed	-$9.36K	–	1001
2023 Q2	$9.36K	Hold	1,500	–	–	﹤0.01%	747
2023 Q1	$9.96K	Hold	1,500	–	–	﹤0.01%	749
2022 Q4	$9.36K	Hold	1,500	–	–	﹤0.01%	729
2022 Q3	$8.79K	Hold	1,500	–	–	﹤0.01%	735
2022 Q2	$9.68K	Hold	1,500	–	–	﹤0.01%	739
2022 Q1	$10.7K	Hold	1,500	–	–	﹤0.01%	745
2021 Q4	$12K	Hold	1,500	–	–	﹤0.01%	758
2021 Q3	$11.9K	Hold	1,500	–	–	﹤0.01%	696
2021 Q2	$12.5K	Hold	1,500	–	–	﹤0.01%	704
2021 Q1	$11.8K	Sell	1,500 -489	-25%	-$3.86K	﹤0.01%	691
2020 Q4	$15.7K	Buy	1,989 +489	+33%	+$3.64K	﹤0.01%	623
2020 Q3	$10.9K	Hold	1,500	–	–	﹤0.01%	639
2020 Q2	$10.7K	Hold	1,500	–	–	﹤0.01%	633
2020 Q1	$10.3K	Buy	+1,500	New	+$11.5K	﹤0.01%	624

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Anchor Investment Management's OIA Position: Q3 2023 in Review

Anchor Investment Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2023, closing a stake of 1,500 shares — an estimated $9.36K sold.

Anchor Investment Management first reported a position in OIA in Q1 2020 and held it in 14 quarters. The position peaked at $15.7K in Q4 2020. 54 funds tracked by Wall St. Rank hold OIA as of Q3 2023.

Anchor Investment Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2023 after selling out during the quarter.
Anchor Investment Management sold 1,500 Invesco Municipal Income Opportunities Trust shares in Q3 2023, an estimated $9.36K.
Anchor Investment Management first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2020 and held it in 14 quarters.
Anchor Investment Management's Invesco Municipal Income Opportunities Trust position peaked at $15.7K in Q4 2020.
54 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.