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Freedom Wealth Alliance’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Freedom Wealth Alliance’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
-1,494
Closed -$9.32K – 327
2022
Q4 		$9.32K Buy
+1,494
New +$9.02K 0.01% 287

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Wealth Alliance's OIA Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 1,494 shares — an estimated $9.32K sold.

Freedom Wealth Alliance first reported a position in OIA in Q4 2022 and held it in 1 quarter. The position peaked at $9.32K in Q4 2022. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,494 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $9.32K.
  • Freedom Wealth Alliance first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Invesco Municipal Income Opportunities Trust position peaked at $9.32K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.