Bluesphere Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Bluesphere 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
2022 Q2	–	Sell	-24,977	Closed	-$177K	–	94
2022 Q1	$177K	Hold	24,977	–	–	0.15%	93
2021 Q4	$200K	Sell	24,977 -5,000	-17%	-$39.8K	0.17%	94
2021 Q3	$238K	Hold	29,977	–	–	0.23%	73
2021 Q2	$249K	Hold	29,977	–	–	0.22%	75
2021 Q1	$237K	Buy	+29,977	New	+$236K	0.21%	83

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bluesphere Advisors's OIA Position: Q2 2022 in Review

Bluesphere Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2022, closing a stake of 24,977 shares — an estimated $177K sold.

Bluesphere Advisors first reported a position in OIA in Q1 2021 and held it in 5 quarters. The position peaked at $249K in Q2 2021. 64 funds tracked by Wall St. Rank hold OIA as of Q2 2022.

Bluesphere Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2022 after selling out during the quarter.
Bluesphere Advisors sold 24,977 Invesco Municipal Income Opportunities Trust shares in Q2 2022, an estimated $177K.
Bluesphere Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2021 and held it in 5 quarters.
Bluesphere Advisors's Invesco Municipal Income Opportunities Trust position peaked at $249K in Q2 2021.
64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2022.

Based on Bluesphere Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.