Bedel Financial Consulting’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-4,303	Closed	-$31K	–	656
2022 Q1	$31K	Hold	4,303	–	–	0.01%	478
2021 Q4	$34K	Hold	4,303	–	–	0.01%	473
2021 Q3	$34K	Hold	4,303	–	–	0.01%	447
2021 Q2	$36K	Hold	4,303	–	–	0.01%	440
2021 Q1	$34K	Hold	4,303	–	–	0.01%	433
2020 Q4	$34K	Hold	4,303	–	–	0.02%	368
2020 Q3	$31K	Hold	4,303	–	–	0.02%	364
2020 Q2	$31K	Hold	4,303	–	–	0.02%	342
2020 Q1	$30K	Hold	4,303	–	–	0.02%	334
2019 Q4	$34K	Hold	4,303	–	–	0.02%	344
2019 Q3	$34K	Hold	4,303	–	–	0.02%	330
2019 Q2	$33K	Hold	4,303	–	–	0.02%	332
2019 Q1	$33K	Hold	4,303	–	–	0.02%	330
2018 Q4	$30K	Hold	4,303	–	–	0.02%	314
2018 Q3	$32K	Hold	4,303	–	–	0.02%	327
2018 Q2	$32K	Hold	4,303	–	–	0.02%	314
2018 Q1	$32K	Buy	+4,303	New	+$33.2K	0.02%	318

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bedel Financial Consulting's OIA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2022, closing a stake of 4,303 shares — an estimated $31K sold.

Bedel Financial Consulting first reported a position in OIA in Q1 2018 and held it in 17 quarters. The position peaked at $36K in Q2 2021. 64 funds tracked by Wall St. Rank hold OIA as of Q2 2022.

Bedel Financial Consulting reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 4,303 Invesco Municipal Income Opportunities Trust shares in Q2 2022, an estimated $31K.
Bedel Financial Consulting first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Invesco Municipal Income Opportunities Trust position peaked at $36K in Q2 2021.
64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.