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

Capital Investment 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
-12,101
Closed -$86K – 587
2022
Q1 		$86K Hold
12,101
– – ﹤0.01% 582
2021
Q4 		$97K Hold
12,101
– – ﹤0.01% 585
2021
Q3 		$96K Hold
12,101
– – ﹤0.01% 568
2021
Q2 		$101K Hold
12,101
– – ﹤0.01% 558
2021
Q1 		$95K Hold
12,101
– – ﹤0.01% 543
2020
Q4 		$95K Hold
12,101
– – ﹤0.01% 523
2020
Q3 		$88K Hold
12,101
– – ﹤0.01% 504
2020
Q2 		$87K Hold
12,101
– – ﹤0.01% 490
2020
Q1 		$83K Hold
12,101
– – 0.01% 457
2019
Q4 		$95K Hold
12,101
– – ﹤0.01% 507
2019
Q3 		$96K Hold
12,101
– – 0.01% 501
2019
Q2 		$93K Hold
12,101
– – 0.01% 500
2019
Q1 		$94K Sell
12,101
-47,525
-80% -$360K 0.01% 486
2018
Q4 		$415K Hold
59,626
– – 0.03% 312
2018
Q3 		$458K Sell
59,626
-4,600
-7% -$35.6K 0.03% 321
2018
Q2 		$485K Buy
64,226
+2,375
+4% +$17.7K 0.03% 305
2018
Q1 		$458K Hold
61,851
– – 0.03% 311
2017
Q4 		$495K Hold
61,851
– – 0.03% 296
2017
Q3 		$488K Hold
61,851
– – 0.03% 280
2017
Q2 		$479K Hold
61,851
– – 0.03% 288
2017
Q1 		$466K Hold
61,851
– – 0.04% 296
2016
Q4 		$443K Sell
61,851
-2,785
-4% -$21K 0.04% 292
2016
Q3 		$536K Sell
64,636
-217
-0.3% -$1.77K 0.05% 255
2016
Q2 		$528K Buy
64,853
+217
+0.3% +$1.7K 0.05% 248
2016
Q1 		$496K Sell
64,636
-1,335
-2% -$9.97K 0.05% 257
2015
Q4 		$481K Hold
65,971
– – 0.05% 253
2015
Q3 		$446K Hold
65,971
– – 0.05% 245
2015
Q2 		$441K Sell
65,971
-1,290
-2% -$8.91K 0.05% 255
2015
Q1 		$477K Hold
67,261
– – 0.05% 247
2014
Q4 		$469K Buy
67,261
+815
+1% +$5.56K 0.05% 247
2014
Q3 		$451K Hold
66,446
– – 0.05% 234
2014
Q2 		$462K Sell
66,446
-6,063
-8% -$42K 0.05% 242
2014
Q1 		$479K Buy
72,509
+5,680
+8% +$36.9K 0.06% 240
2013
Q4 		$414K Buy
+66,829
New +$412K 0.05% 250

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
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

Capital Investment Advisors's OIA Position: Q2 2022 in Review

Capital Investment Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2022, closing a stake of 12,101 shares — an estimated $86K sold.

Capital Investment Advisors first reported a position in OIA in Q4 2013 and held it in 34 quarters. The position peaked at $536K in Q3 2016. 64 funds tracked by Wall St. Rank hold OIA as of Q2 2022.

  • Capital Investment Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 12,101 Invesco Municipal Income Opportunities Trust shares in Q2 2022, an estimated $86K.
  • Capital Investment Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and held it in 34 quarters.
  • Capital Investment Advisors's Invesco Municipal Income Opportunities Trust position peaked at $536K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2022.

Based on Capital Investment Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.