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Newbridge Financial Services Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Newbridge Financial Services 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
2021
Q3 		– Sell
-5,296
Closed -$44K – 1555
2021
Q2 		$44K Hold
5,296
– – 0.03% 484
2021
Q1 		$42K Hold
5,296
– – 0.03% 432
2020
Q4 		$42K Hold
5,296
– – 0.03% 366
2020
Q3 		$39K Buy
+5,296
New +$39K 0.04% 357

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GC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Newbridge Financial Services Group's OIA Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2021, closing a stake of 5,296 shares — an estimated $44K sold.

Newbridge Financial Services Group first reported a position in OIA in Q3 2020 and held it in 4 quarters. The position peaked at $44K in Q2 2021. 60 funds tracked by Wall St. Rank hold OIA as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,296 Invesco Municipal Income Opportunities Trust shares in Q3 2021, an estimated $44K.
  • Newbridge Financial Services Group first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Invesco Municipal Income Opportunities Trust position peaked at $44K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.