Graves Light Lenhart Wealth’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Graves Light Lenhart 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
2023 Q4	–	Sell	-12,180	Closed	-$68.5K	–	185
2023 Q3	$68.5K	Hold	12,180	–	–	0.01%	173
2023 Q2	$76K	Hold	12,180	–	–	0.01%	183
2023 Q1	$80.9K	Hold	12,180	–	–	0.01%	170
2022 Q4	$76K	Hold	12,180	–	–	0.01%	165
2022 Q3	$71K	Hold	12,180	–	–	0.01%	165
2022 Q2	$79K	Hold	12,180	–	–	0.01%	256
2022 Q1	$86K	Hold	12,180	–	–	0.01%	286
2021 Q4	$97K	Hold	12,180	–	–	0.01%	302
2021 Q3	$97K	Hold	12,180	–	–	0.02%	279
2021 Q2	$101K	Hold	12,180	–	–	0.02%	279
2021 Q1	$96K	Hold	12,180	–	–	0.02%	282
2020 Q4	$96K	Hold	12,180	–	–	0.02%	271
2020 Q3	$89K	Hold	12,180	–	–	0.02%	163
2020 Q2	$87K	Hold	12,180	–	–	0.02%	159
2020 Q1	$84K	Hold	12,180	–	–	0.02%	149
2019 Q4	$96K	Hold	12,180	–	–	0.02%	175
2019 Q3	$95K	Hold	12,180	–	–	0.02%	172
2019 Q2	$93.3K	Hold	12,180	–	–	0.02%	160
2019 Q1	$94.8K	Hold	12,180	–	–	0.02%	154
2018 Q4	$85K	Buy	+12,180	New	+$88.1K	0.02%	146

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Graves Light Lenhart Wealth's OIA Position: Q4 2023 in Review

Graves Light Lenhart Wealth sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2023, closing a stake of 12,180 shares — an estimated $68.5K sold.

Graves Light Lenhart Wealth first reported a position in OIA in Q4 2018 and held it in 20 quarters. The position peaked at $101K in Q2 2021. 66 funds tracked by Wall St. Rank hold OIA as of Q4 2023.

Graves Light Lenhart Wealth reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 12,180 Invesco Municipal Income Opportunities Trust shares in Q4 2023, an estimated $68.5K.
Graves Light Lenhart Wealth first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2018 and held it in 20 quarters.
Graves Light Lenhart Wealth's Invesco Municipal Income Opportunities Trust position peaked at $101K in Q2 2021.
66 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.