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

CKW Financial Group’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
2019 Q2	–	Sell	-12,181	Closed	-$95K	–	175
2019 Q1	$95K	Hold	12,181	–	–	0.02%	67
2018 Q4	$85K	Hold	12,181	–	–	0.02%	67
2018 Q3	$94K	Hold	12,181	–	–	0.02%	70
2018 Q2	$92K	Buy	+12,181	New	+$91K	0.02%	65

Other funds holding OIA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAN

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

RJFSA

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CKW Financial Group's OIA Position: Q2 2019 in Review

CKW Financial Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2019, closing a stake of 12,181 shares — an estimated $95K sold.

CKW Financial Group first reported a position in OIA in Q2 2018 and held it in 4 quarters. The position peaked at $95K in Q1 2019. 55 funds tracked by Wall St. Rank hold OIA as of Q2 2019.

CKW Financial Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2019 after selling out during the quarter.
CKW Financial Group sold 12,181 Invesco Municipal Income Opportunities Trust shares in Q2 2019, an estimated $95K.
CKW Financial Group first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2018 and held it in 4 quarters.
CKW Financial Group's Invesco Municipal Income Opportunities Trust position peaked at $95K in Q1 2019.
55 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2019.

Based on CKW Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.