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Modera Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Modera Wealth Management’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
-11,640
Closed -$79.9K – 638
2024
Q3 		$79.9K Sell
11,640
-4,123
-26% -$26.8K ﹤0.01% 600
2024
Q2 		$100K Hold
15,763
– – ﹤0.01% 563
2024
Q1 		$103K Hold
15,763
– – ﹤0.01% 559
2023
Q4 		$100K Hold
15,763
– – ﹤0.01% 514
2023
Q3 		$91.6K Buy
+15,763
New +$97.5K ﹤0.01% 534

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 $71.6B AUM 21.08% 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

Modera Wealth Management's OIA Position: Q4 2024 in Review

Modera Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2024, closing a stake of 11,640 shares — an estimated $79.9K sold.

Modera Wealth Management first reported a position in OIA in Q3 2023 and held it in 5 quarters. The position peaked at $103K in Q1 2024. 72 funds tracked by Wall St. Rank hold OIA as of Q4 2024.

  • Modera Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 11,640 Invesco Municipal Income Opportunities Trust shares in Q4 2024, an estimated $79.9K.
  • Modera Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2023 and held it in 5 quarters.
  • Modera Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $103K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.