Mercer Global Advisors
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Mercer Global Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Mercer Global Advisors’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
2023
Q1 		– Sell
-10,313
Closed -$64K – 2018
2022
Q4 		$64K Sell
10,313
-589
-5% -$3.56K ﹤0.01% 1851
2022
Q3 		$64K Buy
10,902
+589
+6% +$3.86K ﹤0.01% 1752
2022
Q2 		$67K Hold
10,313
– – ﹤0.01% 1755
2022
Q1 		$73K Buy
+10,313
New +$75.7K ﹤0.01% 1815

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's OIA Position: Q1 2023 in Review

Mercer Global Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 10,313 shares — an estimated $64K sold.

Mercer Global Advisors first reported a position in OIA in Q1 2022 and held it in 4 quarters. The position peaked at $73K in Q1 2022. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

  • Mercer Global Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 10,313 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $64K.
  • Mercer Global Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2022 and held it in 4 quarters.
  • Mercer Global Advisors's Invesco Municipal Income Opportunities Trust position peaked at $73K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.