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B. Riley Wealth Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-10,814
Closed -$74.2K – 1250
2024
Q3 		$74.2K Sell
10,814
-9,009
-45% -$58.6K ﹤0.01% 1223
2024
Q2 		$126K Buy
19,823
+266
+1% +$1.67K ﹤0.01% 1294
2024
Q1 		$114K Sell
19,557
-33
-0.2% -$211 ﹤0.01% 1346
2023
Q4 		$124K Buy
19,590
+33
+0.2% +$193 ﹤0.01% 1307
2023
Q3 		$114K Buy
19,557
+3,900
+25% +$24.1K ﹤0.01% 1346
2023
Q2 		$97.7K Hold
15,657
– – ﹤0.01% 1436
2023
Q1 		$104K Hold
15,657
– – ﹤0.01% 1377
2022
Q4 		$97.7K Hold
15,657
– – ﹤0.01% 1362
2022
Q3 		$92K Sell
15,657
-320
-2% -$2.1K ﹤0.01% 1332
2022
Q2 		$104K Hold
15,977
– – ﹤0.01% 1122
2022
Q1 		$114K Hold
15,977
– – ﹤0.01% 1283
2021
Q4 		$128K Buy
15,977
+2,640
+20% +$21K ﹤0.01% 1316
2021
Q3 		$107K Buy
13,337
+1,187
+10% +$9.77K ﹤0.01% 1331
2021
Q2 		$101K Buy
12,150
+1,620
+15% +$13.1K ﹤0.01% 1312
2021
Q1 		$84K Buy
+10,530
New +$83.1K ﹤0.01% 1308
2015
Q1 		– Sell
-466
Closed -$3 – 1519
2014
Q4 		$3 Buy
+466
New +$3.18K ﹤0.01% 3316
2014
Q3 		– Sell
-2,453
Closed -$17.1K – 1480
2014
Q2 		$17.1K Buy
+2,453
New +$17K ﹤0.01% 1537
2013
Q3 		– Sell
-5,687
Closed -$38K – 723
2013
Q2 		$38K Buy
+5,687
New +$39.8K 0.01% 679

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's OIA Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2024, closing a stake of 10,814 shares — an estimated $74.2K sold.

B. Riley Wealth Advisors first reported a position in OIA in Q2 2013 and held it in 18 quarters. The position peaked at $128K in Q4 2021. 72 funds tracked by Wall St. Rank hold OIA as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,814 Invesco Municipal Income Opportunities Trust shares in Q4 2024, an estimated $74.2K.
  • B. Riley Wealth Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Invesco Municipal Income Opportunities Trust position peaked at $128K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.