UCFA
OIA icon

United Capital Financial Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

United Capital Financial 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
2024
Q2 		– Sell
-10,545
Closed -$68.9K – 1084
2024
Q1 		$68.9K Hold
10,545
– – ﹤0.01% 1060
2023
Q4 		$67K Sell
10,545
-2,018
-16% -$11.8K ﹤0.01% 1049
2023
Q3 		$73K Sell
12,563
-1,502
-11% -$9.29K ﹤0.01% 823
2023
Q2 		$87.8K Sell
14,065
-1,327
-9% -$8.25K ﹤0.01% 878
2023
Q1 		$102K Sell
15,392
-5,400
-26% -$36.1K ﹤0.01% 946
2022
Q4 		$130K Sell
20,792
-13,016
-38% -$78.6K ﹤0.01% 1005
2022
Q3 		$198K Sell
33,808
-6,051
-15% -$39.6K ﹤0.01% 1029
2022
Q2 		$257K Sell
39,859
-2,580
-6% -$17K ﹤0.01% 985
2022
Q1 		$301K Sell
42,439
-3,832
-8% -$28.1K ﹤0.01% 987
2021
Q4 		$370K Sell
46,271
-10,274
-18% -$81.7K ﹤0.01% 955
2021
Q3 		$450K Hold
56,545
– – ﹤0.01% 884
2021
Q2 		$470K Sell
56,545
-2,233
-4% -$18K ﹤0.01% 876
2021
Q1 		$464K Sell
58,778
-102
-0.2% -$805 ﹤0.01% 863
2020
Q4 		$465K Sell
58,880
-4,359
-7% -$32.5K ﹤0.01% 866
2020
Q3 		$462K Hold
63,239
– – ﹤0.01% 848
2020
Q2 		$453K Sell
63,239
-6,264
-9% -$42.9K ﹤0.01% 905
2020
Q1 		$478K Sell
69,503
-18,423
-21% -$141K ﹤0.01% 836
2019
Q4 		$694K Sell
87,926
-4,571
-5% -$35.7K ﹤0.01% 898
2019
Q3 		$733K Sell
92,497
-184,143
-67% -$1.44M 0.01% 838
2019
Q2 		$2.12M Buy
276,640
+51,853
+23% +$394K 0.01% 604
2019
Q1 		$1.75M Buy
224,787
+55,792
+33% +$423K 0.01% 627
2018
Q4 		$1.18M Sell
168,995
-5,434
-3% -$39.3K 0.01% 667
2018
Q3 		$1.34M Sell
174,429
-672
-0.4% -$5.2K 0.01% 696
2018
Q2 		$1.32M Sell
175,101
-58,476
-25% -$437K 0.01% 692
2018
Q1 		$1.73M Buy
233,577
+41,632
+22% +$321K 0.01% 632
2017
Q4 		$1.54M Buy
191,945
+18,242
+11% +$145K 0.01% 663
2017
Q3 		$1.37M Buy
173,703
+15,801
+10% +$125K 0.01% 687
2017
Q2 		$1.22M Sell
157,902
-17,683
-10% -$139K 0.01% 711
2017
Q1 		$1.32M Sell
175,585
-14,834
-8% -$111K 0.01% 661
2016
Q4 		$1.36M Sell
190,419
-8,228
-4% -$62K 0.01% 652
2016
Q3 		$1.65M Buy
198,647
+27,989
+16% +$228K 0.02% 637
2016
Q2 		$1.36M Buy
170,658
+41,921
+33% +$329K 0.01% 644
2016
Q1 		$989K Buy
128,737
+20,607
+19% +$154K 0.01% 698
2015
Q4 		$788K Buy
108,130
+18,960
+21% +$133K 0.01% 755
2015
Q3 		$603K Buy
89,170
+15,100
+20% +$101K 0.01% 833
2015
Q2 		$495K Buy
74,070
+14,201
+24% +$98.1K 0.01% 925
2015
Q1 		$426K Buy
59,869
+27,757
+86% +$195K 0.01% 956
2014
Q4 		$224K Buy
32,112
+328
+1% +$2.24K ﹤0.01% 1059
2014
Q3 		$216K Buy
+31,784
New +$218K ﹤0.01% 1027

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

United Capital Financial Advisors's OIA Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2024, closing a stake of 10,545 shares — an estimated $68.9K sold.

United Capital Financial Advisors first reported a position in OIA in Q3 2014 and held it in 39 quarters. The position peaked at $2.12M in Q2 2019. 61 funds tracked by Wall St. Rank hold OIA as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,545 Invesco Municipal Income Opportunities Trust shares in Q2 2024, an estimated $68.9K.
  • United Capital Financial Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2014 and held it in 39 quarters.
  • United Capital Financial Advisors's Invesco Municipal Income Opportunities Trust position peaked at $2.12M in Q2 2019.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.