Key Financial Inc’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-1,000	Closed	-$6.53K	–	1368
2024 Q1	$6.53K	Hold	1,000	–	–	﹤0.01%	869
2023 Q4	$6.35K	Hold	1,000	–	–	﹤0.01%	853
2023 Q3	$5.81K	Hold	1,000	–	–	﹤0.01%	856
2023 Q2	$6.24K	Hold	1,000	–	–	﹤0.01%	850
2023 Q1	$6.64K	Hold	1,000	–	–	﹤0.01%	762
2022 Q4	$5.86K	Hold	1,000	–	–	﹤0.01%	756
2022 Q3	$6K	Hold	1,000	–	–	﹤0.01%	756
2022 Q2	$6K	Hold	1,000	–	–	﹤0.01%	760
2022 Q1	$7K	Hold	1,000	–	–	﹤0.01%	728
2021 Q4	$8K	Hold	1,000	–	–	﹤0.01%	629
2021 Q3	$8K	Buy	+1,000	New	+$8.23K	﹤0.01%	625

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Key Financial Inc's OIA Position: Q2 2024 in Review

Key Financial Inc sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2024, closing a stake of 1,000 shares — an estimated $6.53K sold.

Key Financial Inc first reported a position in OIA in Q3 2021 and held it in 11 quarters. The position peaked at $8K in Q4 2021. 61 funds tracked by Wall St. Rank hold OIA as of Q2 2024.

Key Financial Inc reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 1,000 Invesco Municipal Income Opportunities Trust shares in Q2 2024, an estimated $6.53K.
Key Financial Inc first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and held it in 11 quarters.
Key Financial Inc's Invesco Municipal Income Opportunities Trust position peaked at $8K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.