KPWS
OIA icon

Kestra Private Wealth Services’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Kestra Private Wealth Services’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
2024
Q4 		– Sell
-27,875
Closed -$191K – 1475
2024
Q3 		$191K Buy
27,875
+17,305
+164% +$113K ﹤0.01% 1276
2024
Q2 		$67.1K Buy
10,570
+17
+0.2% +$107 ﹤0.01% 1303
2024
Q1 		$68.9K Buy
10,553
+37
+0.4% +$237 ﹤0.01% 1253
2023
Q4 		$66.8K Buy
+10,516
New +$61.5K ﹤0.01% 1158

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's OIA Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2024, closing a stake of 27,875 shares — an estimated $191K sold.

Kestra Private Wealth Services first reported a position in OIA in Q4 2023 and held it in 4 quarters. The position peaked at $191K in Q3 2024. 72 funds tracked by Wall St. Rank hold OIA as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 27,875 Invesco Municipal Income Opportunities Trust shares in Q4 2024, an estimated $191K.
  • Kestra Private Wealth Services first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's Invesco Municipal Income Opportunities Trust position peaked at $191K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.