Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-830
Closed -$5K – 4835
2024
Q1 		$5K Hold
830
– – ﹤0.01% 3678
2023
Q4 		$5K Hold
830
– – ﹤0.01% 3532
2023
Q3 		$5K Hold
830
– – ﹤0.01% 3478
2023
Q2 		$5K Hold
830
– – ﹤0.01% 3455
2023
Q1 		$6K Hold
830
– – ﹤0.01% 3227
2022
Q4 		$5K Hold
830
– – ﹤0.01% 3204
2022
Q3 		$5K Hold
830
– – ﹤0.01% 3086
2022
Q2 		$5K Hold
830
– – ﹤0.01% 2997
2022
Q1 		$6K Hold
830
– – ﹤0.01% 2770
2021
Q4 		$7K Buy
+830
New +$6.6K ﹤0.01% 2562

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 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

Carson Wealth (CWM LLC)'s OIA Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2024, closing a stake of 830 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in OIA in Q4 2021 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 61 funds tracked by Wall St. Rank hold OIA as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 830 Invesco Municipal Income Opportunities Trust shares in Q2 2024, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2021 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Invesco Municipal Income Opportunities Trust position peaked at $7K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.