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

Centaurus Financial’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
2023 Q1	–	Sell	-11,150	Closed	-$70K	–	934
2022 Q4	$70K	Hold	11,150	–	–	0.01%	815
2022 Q3	$65K	Hold	11,150	–	–	0.01%	837
2022 Q2	$72K	Hold	11,150	–	–	0.01%	816
2022 Q1	$79K	Buy	+11,150	New	+$81.8K	0.01%	878
2021 Q4	–	Sell	-11,150	Closed	-$89K	–	963
2021 Q3	$89K	Hold	11,150	–	–	0.01%	871
2021 Q2	$93K	Hold	11,150	–	–	0.01%	877
2021 Q1	$88K	Hold	11,150	–	–	0.01%	799
2020 Q4	$88K	Hold	11,150	–	–	0.01%	760
2020 Q3	$81K	Buy	+11,150	New	+$82.1K	0.01%	632

Other funds holding OIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial's OIA Position: Q1 2023 in Review

Centaurus Financial sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 11,150 shares — an estimated $70K sold.

Centaurus Financial first reported a position in OIA in Q3 2020 and held it in 9 quarters. The position peaked at $93K in Q2 2021. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

Centaurus Financial reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
Centaurus Financial sold 11,150 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $70K.
Centaurus Financial first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2020 and held it in 9 quarters.
Centaurus Financial's Invesco Municipal Income Opportunities Trust position peaked at $93K in Q2 2021.
57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Centaurus Financial's 13F filing for Q1 2023, filed 18 May 2023.