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Avantax Planning Partners’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-656
Closed -$5K – 911
2018
Q3 		$5K Buy
+656
New +$5.08K ﹤0.01% 1103
2018
Q2 		– Sell
-656
Closed -$5K – 1074
2018
Q1 		$5K Buy
+656
New +$5.06K ﹤0.01% 1339

Other funds holding OIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Avantax Planning Partners's OIA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2018, closing a stake of 656 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in OIA in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 57 funds tracked by Wall St. Rank hold OIA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 656 Invesco Municipal Income Opportunities Trust shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco Municipal Income Opportunities Trust position peaked at $5K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.