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

Kaydan 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
2022 Q4	–	Sell	-13,361	Closed	-$78.3K	–	88
2022 Q3	$78.3K	Hold	13,361	–	–	0.04%	83
2022 Q2	$86.2K	Hold	13,361	–	–	0.05%	90
2022 Q1	$94.9K	Hold	13,361	–	–	0.04%	103
2021 Q4	$107K	Buy	+13,361	New	+$106K	0.04%	106

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

Kaydan Wealth Management's OIA Position: Q4 2022 in Review

Kaydan Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2022, closing a stake of 13,361 shares — an estimated $78.3K sold.

Kaydan Wealth Management first reported a position in OIA in Q4 2021 and held it in 4 quarters. The position peaked at $107K in Q4 2021. 64 funds tracked by Wall St. Rank hold OIA as of Q4 2022.

Kaydan Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2022 after selling out during the quarter.
Kaydan Wealth Management sold 13,361 Invesco Municipal Income Opportunities Trust shares in Q4 2022, an estimated $78.3K.
Kaydan Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2021 and held it in 4 quarters.
Kaydan Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $107K in Q4 2021.
64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2022.

Based on Kaydan Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.