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Romano Brothers & Co’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Romano Brothers & Co’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
-545
Closed -$3.4K – 746
2022
Q4 		$3.4K Buy
+545
New +$3.29K ﹤0.01% 884

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

Romano Brothers & Co's OIA Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 545 shares — an estimated $3.4K sold.

Romano Brothers & Co first reported a position in OIA in Q4 2022 and held it in 1 quarter. The position peaked at $3.4K in Q4 2022. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 545 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $3.4K.
  • Romano Brothers & Co first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco Municipal Income Opportunities Trust position peaked at $3.4K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.