Fidelity Investments
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Fidelity Investments’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Fidelity Investments’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
-1
Closed -$6 – 5456
2022
Q4 		$6 Buy
+1
New +$6 ﹤0.01% 5282
2022
Q1 		– Sell
-1
Closed – – 5335
2021
Q4 		$0 Hold
1
– – ﹤0.01% 4759
2021
Q3 		$0 Buy
+1
New +$8 ﹤0.01% 4824

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments's OIA Position: Q1 2023 in Review

Fidelity Investments sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 1 share — an estimated $6 sold.

Fidelity Investments first reported a position in OIA in Q3 2021 and held it in 3 quarters. The position peaked at $6 in Q4 2022. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

  • Fidelity Investments reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco Municipal Income Opportunities Trust share in Q1 2023, an estimated $6.
  • Fidelity Investments first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and held it in 3 quarters.
  • Fidelity Investments's Invesco Municipal Income Opportunities Trust position peaked at $6 in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.