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Financial Management Professionals’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Financial Management Professionals’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 		– Sell
-2,017
Closed -$13K – 1056
2023
Q1 		$13K Buy
+2,017
New +$13.5K ﹤0.01% 519

Other funds holding OIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 Management Professionals's OIA Position: Q2 2023 in Review

Financial Management Professionals sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2023, closing a stake of 2,017 shares — an estimated $13K sold.

Financial Management Professionals first reported a position in OIA in Q1 2023 and held it in 1 quarter. The position peaked at $13K in Q1 2023. 60 funds tracked by Wall St. Rank hold OIA as of Q2 2023.

  • Financial Management Professionals reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Management Professionals sold 2,017 Invesco Municipal Income Opportunities Trust shares in Q2 2023, an estimated $13K.
  • Financial Management Professionals first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2023 and held it in 1 quarter.
  • Financial Management Professionals's Invesco Municipal Income Opportunities Trust position peaked at $13K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2023.

Based on Financial Management Professionals's 13F filing for Q2 2023, filed 10 Jul 2023.