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

Quadrant Private 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
2022
Q2 		$76K Buy
+11,811
New +$77.7K 0.03% 203

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quadrant Private Wealth Management's OIA Position: Q2 2022 in Review

Quadrant Private Wealth Management opened a new position in Invesco Municipal Income Opportunities Trust (OIA) in Q2 2022: 11,811 shares worth $76K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings.

64 funds tracked by Wall St. Rank hold OIA as of Q2 2022.

  • Quadrant Private Wealth Management held 11,811 shares of Invesco Municipal Income Opportunities Trust worth $76K as of Q2 2022.
  • Invesco Municipal Income Opportunities Trust was a new Quadrant Private Wealth Management position in Q2 2022.
  • Invesco Municipal Income Opportunities Trust made up 0.03% of Quadrant Private Wealth Management's portfolio in Q2 2022, its #203 holding.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2022.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.