Measured Wealth Private Client Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Measured Wealth Private Client Group’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
2020 Q3	–	Sell	-23,633	Closed	-$169K	–	145
2020 Q2	$169K	Hold	23,633	–	–	0.1%	120
2020 Q1	$163K	Hold	23,633	–	–	0.13%	89
2019 Q4	$186K	Hold	23,633	–	–	0.12%	101
2019 Q3	$187K	Hold	23,633	–	–	0.12%	120
2019 Q2	$181K	Buy	+23,633	New	+$180K	0.1%	188

Other funds holding OIA

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

RJFSA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Measured Wealth Private Client Group's OIA Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2020, closing a stake of 23,633 shares — an estimated $169K sold.

Measured Wealth Private Client Group first reported a position in OIA in Q2 2019 and held it in 5 quarters. The position peaked at $187K in Q3 2019. 55 funds tracked by Wall St. Rank hold OIA as of Q3 2020.

Measured Wealth Private Client Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 23,633 Invesco Municipal Income Opportunities Trust shares in Q3 2020, an estimated $169K.
Measured Wealth Private Client Group first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2019 and held it in 5 quarters.
Measured Wealth Private Client Group's Invesco Municipal Income Opportunities Trust position peaked at $187K in Q3 2019.
55 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.