Endurance Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Endurance Wealth Management’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 Q2	$0	Hold	28	–	–	﹤0.01%	653
2023 Q1	$0	Hold	28	–	–	﹤0.01%	656
2022 Q4	$0	Hold	28	–	–	﹤0.01%	652
2022 Q3	$0	Hold	28	–	–	﹤0.01%	632
2022 Q2	$0	Hold	28	–	–	﹤0.01%	640
2022 Q1	$0	Hold	28	–	–	﹤0.01%	649
2021 Q4	$0	Hold	28	–	–	﹤0.01%	641
2021 Q3	$0	Hold	28	–	–	﹤0.01%	643
2021 Q2	$0	Hold	28	–	–	﹤0.01%	638
2021 Q1	$0	Hold	28	–	–	﹤0.01%	663
2020 Q4	$0	Hold	28	–	–	﹤0.01%	631
2020 Q3	$0	Hold	28	–	–	﹤0.01%	637
2020 Q2	$0	Hold	28	–	–	﹤0.01%	617
2020 Q1	$0	Hold	28	–	–	﹤0.01%	579
2019 Q4	$0	Hold	28	–	–	﹤0.01%	528
2019 Q3	$0	Hold	28	–	–	﹤0.01%	533
2019 Q2	$0	Hold	28	–	–	﹤0.01%	479
2019 Q1	$0	Hold	28	–	–	﹤0.01%	481
2018 Q4	$0	Hold	28	–	–	﹤0.01%	479
2018 Q3	$0	Hold	28	–	–	﹤0.01%	489
2018 Q2	$0	Hold	28	–	–	﹤0.01%	507
2018 Q1	$0	Hold	28	–	–	﹤0.01%	528
2017 Q4	$0	Hold	28	–	–	﹤0.01%	510
2017 Q3	$0	Hold	28	–	–	﹤0.01%	509
2017 Q2	$0	Hold	28	–	–	﹤0.01%	514
2017 Q1	$0	Hold	28	–	–	﹤0.01%	513
2016 Q4	$0	Hold	28	–	–	﹤0.01%	497
2016 Q3	$0	Hold	28	–	–	﹤0.01%	500
2016 Q2	$0	Hold	28	–	–	﹤0.01%	500
2016 Q1	$0	Hold	28	–	–	﹤0.01%	517
2015 Q4	$0	Hold	28	–	–	﹤0.01%	530
2015 Q3	$0	Hold	28	–	–	﹤0.01%	529
2015 Q2	$0	Buy	+28	New	+$193	﹤0.01%	530

Other funds holding OIA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAN

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RJFSA

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

Endurance Wealth Management's OIA Position: Q2 2023 in Review

Endurance Wealth Management held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2023 at 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Endurance Wealth Management first reported a position in OIA in Q2 2015 and has held it in 33 quarters since. 60 funds tracked by Wall St. Rank hold OIA as of Q2 2023.

Endurance Wealth Management held 28 shares of Invesco Municipal Income Opportunities Trust worth $0 as of Q2 2023.
Endurance Wealth Management left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2023.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #653 holding.
Endurance Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2015 and has held it in 33 quarters since.
60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.