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

CoreCap 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
Q4 		– Sell
-1,784
Closed -$12.2K – 2940
2024
Q3 		$12.2K Hold
1,784
– – ﹤0.01% 1725
2024
Q2 		$11.3K Buy
+1,784
New +$11.2K ﹤0.01% 1038
2022
Q1 		– Sell
-3,825
Closed -$31K – 1571
2021
Q4 		$31K Buy
+3,825
New +$30.4K ﹤0.01% 1164

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CoreCap Advisors's OIA Position: Q4 2024 in Review

CoreCap Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2024, closing a stake of 1,784 shares — an estimated $12.2K sold.

CoreCap Advisors first reported a position in OIA in Q4 2021 and held it in 3 quarters. The position peaked at $31K in Q4 2021. 72 funds tracked by Wall St. Rank hold OIA as of Q4 2024.

  • CoreCap Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • CoreCap Advisors sold 1,784 Invesco Municipal Income Opportunities Trust shares in Q4 2024, an estimated $12.2K.
  • CoreCap Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2021 and held it in 3 quarters.
  • CoreCap Advisors's Invesco Municipal Income Opportunities Trust position peaked at $31K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2024.

Based on CoreCap Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.