Focus Partners Wealth
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Focus Partners Wealth’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Focus Partners Wealth’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
-33,462
Closed -$230K – 1956
2024
Q3 		$230K Buy
+33,462
New +$218K ﹤0.01% 1407

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
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 $79.5B AUM 27.1% 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

Focus Partners Wealth's OIA Position: Q4 2024 in Review

Focus Partners Wealth sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2024, closing a stake of 33,462 shares — an estimated $230K sold.

Focus Partners Wealth first reported a position in OIA in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 72 funds tracked by Wall St. Rank hold OIA as of Q4 2024.

  • Focus Partners Wealth reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 33,462 Invesco Municipal Income Opportunities Trust shares in Q4 2024, an estimated $230K.
  • Focus Partners Wealth first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Invesco Municipal Income Opportunities Trust position peaked at $230K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.