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

Financial Enhancement 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
2022
Q4 		– Sell
-237
Closed -$1K – 253
2022
Q3 		$1K Hold
237
– – ﹤0.01% 283
2022
Q2 		$2K Hold
237
– – ﹤0.01% 247
2022
Q1 		$2K Buy
+237
New +$1.74K ﹤0.01% 262

Other funds holding OIA

GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
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

Financial Enhancement Group's OIA Position: Q4 2022 in Review

Financial Enhancement Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2022, closing a stake of 237 shares — an estimated $1K sold.

Financial Enhancement Group first reported a position in OIA in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 64 funds tracked by Wall St. Rank hold OIA as of Q4 2022.

  • Financial Enhancement Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 237 Invesco Municipal Income Opportunities Trust shares in Q4 2022, an estimated $1K.
  • Financial Enhancement Group first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2022 and held it in 3 quarters.
  • Financial Enhancement Group's Invesco Municipal Income Opportunities Trust position peaked at $2K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.