Ausdal Financial Partners’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Ausdal Financial Partners’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
2022 Q3	–	Sell	-14,989	Closed	-$97K	–	467
2022 Q2	$97K	Buy	14,989 +205	+1%	+$1.35K	0.01%	431
2022 Q1	$105K	Buy	14,784 +119	+0.8%	+$873	0.01%	466
2021 Q4	$117K	Buy	14,665 +106	+0.7%	+$843	0.02%	467
2021 Q3	$116K	Buy	+14,559	New	+$120K	0.02%	455

Other funds holding OIA

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Ausdal Financial Partners's OIA Position: Q3 2022 in Review

Ausdal Financial Partners sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2022, closing a stake of 14,989 shares — an estimated $97K sold.

Ausdal Financial Partners first reported a position in OIA in Q3 2021 and held it in 4 quarters. The position peaked at $117K in Q4 2021. 60 funds tracked by Wall St. Rank hold OIA as of Q3 2022.

Ausdal Financial Partners reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2022 after selling out during the quarter.
Ausdal Financial Partners sold 14,989 Invesco Municipal Income Opportunities Trust shares in Q3 2022, an estimated $97K.
Ausdal Financial Partners first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and held it in 4 quarters.
Ausdal Financial Partners's Invesco Municipal Income Opportunities Trust position peaked at $117K in Q4 2021.
60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.