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

Spire 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
2023 Q1	–	Sell	-3,000	Closed	-$19K	–	2562
2022 Q4	$19K	Hold	3,000	–	–	﹤0.01%	1391
2022 Q3	$18K	Hold	3,000	–	–	﹤0.01%	1373
2022 Q2	$19K	Hold	3,000	–	–	﹤0.01%	1696
2022 Q1	$21K	Hold	3,000	–	–	﹤0.01%	1790
2021 Q4	$24K	Hold	3,000	–	–	﹤0.01%	2053
2021 Q3	$24K	Hold	3,000	–	–	﹤0.01%	1783
2021 Q2	$25K	Buy	+3,000	New	+$24.2K	﹤0.01%	1782

Other funds holding OIA

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

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's OIA Position: Q1 2023 in Review

Spire Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 3,000 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in OIA in Q2 2021 and held it in 7 quarters. The position peaked at $25K in Q2 2021. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

Spire Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 3,000 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $19K.
Spire Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2021 and held it in 7 quarters.
Spire Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $25K in Q2 2021.
57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.