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Bromfield Sneider Wealth Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Bromfield Sneider 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
2022
Q2 		– Sell
-13,050
Closed -$93K – 109
2022
Q1 		$93K Buy
+13,050
New +$95.7K 0.1% 49

Other funds holding OIA

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's OIA Position: Q2 2022 in Review

Bromfield Sneider Wealth Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2022, closing a stake of 13,050 shares — an estimated $93K sold.

Bromfield Sneider Wealth Advisors first reported a position in OIA in Q1 2022 and held it in 1 quarter. The position peaked at $93K in Q1 2022. 64 funds tracked by Wall St. Rank hold OIA as of Q2 2022.

  • Bromfield Sneider Wealth Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Bromfield Sneider Wealth Advisors sold 13,050 Invesco Municipal Income Opportunities Trust shares in Q2 2022, an estimated $93K.
  • Bromfield Sneider Wealth Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2022 and held it in 1 quarter.
  • Bromfield Sneider Wealth Advisors's Invesco Municipal Income Opportunities Trust position peaked at $93K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2022.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.