Stratos Wealth Partners’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Stratos Wealth Partners’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 Q3	–	Sell	-13,331	Closed	-$83.2K	–	1315
2023 Q2	$83.2K	Buy	13,331 +61	+0.5%	+$379	﹤0.01%	1158
2023 Q1	$88.1K	Sell	13,270 -15,685	-54%	-$105K	﹤0.01%	1089
2022 Q4	$181K	Buy	28,955 +67	+0.2%	+$404	﹤0.01%	1054
2022 Q3	$169K	Sell	28,888 -32,811	-53%	-$215K	﹤0.01%	1041
2022 Q2	$398K	Buy	61,699 +4,581	+8%	+$30.2K	0.01%	819
2022 Q1	$406K	Buy	+57,118	New	+$419K	0.01%	888
2016 Q4	–	Sell	-14,028	Closed	-$116K	–	757
2016 Q3	$116K	Hold	14,028	–	–	0.01%	647
2016 Q2	$114K	Hold	14,028	–	–	0.01%	598
2016 Q1	$108K	Hold	14,028	–	–	0.01%	548
2015 Q4	$102K	Hold	14,028	–	–	0.01%	552
2015 Q3	$95K	Hold	14,028	–	–	0.01%	517
2015 Q2	$94K	Hold	14,028	–	–	0.01%	507
2015 Q1	$99K	Hold	14,028	–	–	0.01%	594
2014 Q4	$98K	Buy	+14,028	New	+$95.7K	0.02%	484

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Stratos Wealth Partners's OIA Position: Q3 2023 in Review

Stratos Wealth Partners sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2023, closing a stake of 13,331 shares — an estimated $83.2K sold.

Stratos Wealth Partners first reported a position in OIA in Q4 2014 and held it in 14 quarters. The position peaked at $406K in Q1 2022. 54 funds tracked by Wall St. Rank hold OIA as of Q3 2023.

Stratos Wealth Partners reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Partners sold 13,331 Invesco Municipal Income Opportunities Trust shares in Q3 2023, an estimated $83.2K.
Stratos Wealth Partners first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2014 and held it in 14 quarters.
Stratos Wealth Partners's Invesco Municipal Income Opportunities Trust position peaked at $406K in Q1 2022.
54 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.