Legacy Wealth Planning’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Legacy Wealth Planning’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 Q3	$90K	Hold	15,275	–	–	0.15%	82
2022 Q2	$99K	Hold	15,275	–	–	0.14%	90
2022 Q1	$108K	Hold	15,275	–	–	0.13%	100
2021 Q4	$122K	Hold	15,275	–	–	0.14%	97
2021 Q3	$121K	Hold	15,275	–	–	0.14%	97
2021 Q2	$127K	Hold	15,275	–	–	0.14%	99
2021 Q1	$121K	Hold	15,275	–	–	0.15%	95
2020 Q4	$121K	Hold	15,275	–	–	0.16%	84
2020 Q3	$112K	Buy	+15,275	New	+$113K	0.13%	77

Other funds holding OIA

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

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

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

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

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

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

RJFSA

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

CAN

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Wealth Planning's OIA Position: Q3 2022 in Review

Legacy Wealth Planning held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q3 2022 at 15,275 shares worth $90K. The position accounts for 0.15% of the portfolio, ranked #82.

Legacy Wealth Planning first reported a position in OIA in Q3 2020 and has held it in 9 quarters since. The position peaked at $127K in Q2 2021. 60 funds tracked by Wall St. Rank hold OIA as of Q3 2022.

Legacy Wealth Planning held 15,275 shares of Invesco Municipal Income Opportunities Trust worth $90K as of Q3 2022.
Legacy Wealth Planning left its Invesco Municipal Income Opportunities Trust share count unchanged in Q3 2022.
Invesco Municipal Income Opportunities Trust made up 0.15% of Legacy Wealth Planning's portfolio in Q3 2022, its #82 holding.
Legacy Wealth Planning first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2020 and has held it in 9 quarters since.
Legacy Wealth Planning's Invesco Municipal Income Opportunities Trust position peaked at $127K in Q2 2021.
60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.