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

Aristides Capital’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
Q1 		– Sell
-17,028
Closed -$106K – 222
2022
Q4 		$106K Buy
+17,028
New +$103K 0.05% 216

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aristides Capital's OIA Position: Q1 2023 in Review

Aristides Capital sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 17,028 shares — an estimated $106K sold.

Aristides Capital first reported a position in OIA in Q4 2022 and held it in 1 quarter. The position peaked at $106K in Q4 2022. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

  • Aristides Capital reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Aristides Capital sold 17,028 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $106K.
  • Aristides Capital first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • Aristides Capital's Invesco Municipal Income Opportunities Trust position peaked at $106K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Aristides Capital's 13F filing for Q1 2023, filed 12 May 2023.