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FSA Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

FSA Wealth Management’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
2020
Q2 		– Sell
-3,100
Closed -$21K – 407
2020
Q1 		$21K Hold
3,100
– – 0.02% 178
2019
Q4 		$24K Buy
+3,100
New +$24.2K 0.02% 210

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CAN
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's OIA Position: Q2 2020 in Review

FSA Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2020, closing a stake of 3,100 shares — an estimated $21K sold.

FSA Wealth Management first reported a position in OIA in Q4 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 50 funds tracked by Wall St. Rank hold OIA as of Q2 2020.

  • FSA Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • FSA Wealth Management sold 3,100 Invesco Municipal Income Opportunities Trust shares in Q2 2020, an estimated $21K.
  • FSA Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2019 and held it in 2 quarters.
  • FSA Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $24K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2020.

Based on FSA Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.