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

CAPTRUST Financial 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
Q1 		– Sell
-14,090
Closed -$89.5K – 2490
2023
Q4 		$89.5K Buy
+14,090
New +$82.5K ﹤0.01% 2541

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors's OIA Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2024, closing a stake of 14,090 shares — an estimated $89.5K sold.

CAPTRUST Financial Advisors first reported a position in OIA in Q4 2023 and held it in 1 quarter. The position peaked at $89.5K in Q4 2023. 60 funds tracked by Wall St. Rank hold OIA as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 14,090 Invesco Municipal Income Opportunities Trust shares in Q1 2024, an estimated $89.5K.
  • CAPTRUST Financial Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2023 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Invesco Municipal Income Opportunities Trust position peaked at $89.5K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.