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Private Advisor Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Private Advisor 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
-675
Closed -$5K – 2831
2020
Q2 		$5K Buy
+675
New +$4.62K ﹤0.01% 3257

Other funds holding OIA

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RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's OIA Position: Q3 2020 in Review

Private Advisor Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2020, closing a stake of 675 shares — an estimated $5K sold.

Private Advisor Group first reported a position in OIA in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 55 funds tracked by Wall St. Rank hold OIA as of Q3 2020.

  • Private Advisor Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 675 Invesco Municipal Income Opportunities Trust shares in Q3 2020, an estimated $5K.
  • Private Advisor Group first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Invesco Municipal Income Opportunities Trust position peaked at $5K in Q2 2020.
  • 55 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.