IFP Advisors
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IFP Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-9,608
Closed -$72K – 4761
2022
Q3 		$72K Buy
9,608
+383
+4% +$2.51K ﹤0.01% 2100
2022
Q2 		$69K Hold
9,225
– – ﹤0.01% 1936
2022
Q1 		$69K Buy
+9,225
New +$67.7K ﹤0.01% 1935
2019
Q1 		$31K Sell
4,031
-13,954
-78% -$106K ﹤0.01% 1166
2018
Q4 		$123K Sell
17,985
-30,562
-63% -$221K 0.01% 1086
2018
Q3 		$373K Buy
48,547
+10,341
+27% +$80K 0.02% 798
2018
Q2 		$288K Buy
38,206
+6,132
+19% +$45.8K 0.01% 897
2018
Q1 		$257K Hold
32,074
– – 0.01% 888
2017
Q4 		$257K Buy
32,074
+3,543
+12% +$28.2K 0.01% 889
2017
Q3 		$225K Sell
28,531
-138
-0.5% -$1.09K 0.01% 1079
2017
Q2 		$222K Buy
28,669
+2,765
+11% +$21.7K 0.01% 1069
2017
Q1 		$195K Buy
25,904
+1,516
+6% +$11.4K 0.01% 1128
2016
Q4 		$175K Sell
24,388
-16,521
-40% -$124K 0.01% 1119
2016
Q3 		$339K Buy
40,909
+2,506
+7% +$20.4K 0.02% 749
2016
Q2 		$313K Buy
38,403
+34,372
+853% +$270K 0.02% 766
2016
Q1 		$31K Sell
4,031
-24,772
-86% -$185K ﹤0.01% 1169
2015
Q4 		$210K Buy
+28,803
New +$202K 0.01% 820

Other funds holding OIA

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors's OIA Position: Q4 2022 in Review

IFP Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2022, closing a stake of 9,608 shares — an estimated $72K sold.

IFP Advisors first reported a position in OIA in Q4 2015 and held it in 17 quarters. The position peaked at $373K in Q3 2018. 64 funds tracked by Wall St. Rank hold OIA as of Q4 2022.

  • IFP Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 9,608 Invesco Municipal Income Opportunities Trust shares in Q4 2022, an estimated $72K.
  • IFP Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's Invesco Municipal Income Opportunities Trust position peaked at $373K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.