Sheaff Brock Investment Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	–	Sell	-10,000	Closed	-$80K	–	559
2021 Q4	$80K	Hold	10,000	–	–	0.01%	528
2021 Q3	$80K	Hold	10,000	–	–	0.01%	536
2021 Q2	$83K	Hold	10,000	–	–	0.01%	511
2021 Q1	$79K	Hold	10,000	–	–	0.01%	488
2020 Q4	$79K	Buy	+10,000	New	+$74.5K	0.01%	470
2019 Q1	–	Sell	-10,000	Closed	-$70K	–	517
2018 Q4	$70K	Buy	+10,000	New	+$72.4K	0.01%	448
2017 Q4	–	Sell	-12,333	Closed	-$97K	–	555
2017 Q3	$97K	Buy	12,333 +2,000	+19%	+$15.8K	0.01%	540
2017 Q2	$80K	Buy	+10,333	New	+$81K	0.01%	577
2017 Q1	–	Sell	-10,333	Closed	-$74K	–	630
2016 Q4	$74K	Buy	+10,333	New	+$77.8K	0.01%	582
2016 Q1	–	Sell	-375,017	Closed	-$2.73M	–	674
2015 Q4	$2.73M	Buy	+375,017	New	+$2.63M	0.31%	69

Other funds holding OIA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

CAN

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

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

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

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Sheaff Brock Investment Advisors's OIA Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2022, closing a stake of 10,000 shares — an estimated $80K sold.

Sheaff Brock Investment Advisors first reported a position in OIA in Q4 2015 and held it in 10 quarters. The position peaked at $2.73M in Q4 2015. 62 funds tracked by Wall St. Rank hold OIA as of Q1 2022.

Sheaff Brock Investment Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 10,000 Invesco Municipal Income Opportunities Trust shares in Q1 2022, an estimated $80K.
Sheaff Brock Investment Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2015 and held it in 10 quarters.
Sheaff Brock Investment Advisors's Invesco Municipal Income Opportunities Trust position peaked at $2.73M in Q4 2015.
62 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.