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

SeaCrest 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 Q3	–	Sell	-2,287	Closed	-$15K	–	1215
2022 Q2	$15K	Buy	+2,287	New	+$15.1K	﹤0.01%	1606
2019 Q2	–	Sell	-2,287	Closed	-$18K	–	1420
2019 Q1	$18K	Hold	2,287	–	–	﹤0.01%	1334
2018 Q4	$16K	Hold	2,287	–	–	﹤0.01%	1331
2018 Q3	$18K	Hold	2,287	–	–	﹤0.01%	1425
2018 Q2	$17K	Hold	2,287	–	–	﹤0.01%	1426
2018 Q1	$17K	Hold	2,287	–	–	﹤0.01%	1391
2017 Q4	$18K	Buy	+2,287	New	+$18.2K	﹤0.01%	1378

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SeaCrest Wealth Management's OIA Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2022, closing a stake of 2,287 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in OIA in Q4 2017 and held it in 7 quarters. The position peaked at $18K in Q1 2019. 60 funds tracked by Wall St. Rank hold OIA as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,287 Invesco Municipal Income Opportunities Trust shares in Q3 2022, an estimated $15K.
SeaCrest Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $18K in Q1 2019.
60 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.