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USCA RIA’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

USCA RIA’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
2020
Q4 		– Sell
-10,221
Closed -$75K – 510
2020
Q3 		$75K Hold
10,221
– – 0.01% 449
2020
Q2 		$73K Hold
10,221
– – 0.01% 436
2020
Q1 		$70K Buy
+10,221
New +$78.3K 0.01% 392

Other funds holding OIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
VanEck Associates
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

USCA RIA's OIA Position: Q4 2020 in Review

USCA RIA sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2020, closing a stake of 10,221 shares — an estimated $75K sold.

USCA RIA first reported a position in OIA in Q1 2020 and held it in 3 quarters. The position peaked at $75K in Q3 2020. 57 funds tracked by Wall St. Rank hold OIA as of Q4 2020.

  • USCA RIA reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2020 after selling out during the quarter.
  • USCA RIA sold 10,221 Invesco Municipal Income Opportunities Trust shares in Q4 2020, an estimated $75K.
  • USCA RIA first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2020 and held it in 3 quarters.
  • USCA RIA's Invesco Municipal Income Opportunities Trust position peaked at $75K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2020.

Based on USCA RIA's 13F filing for Q4 2020, filed 27 Jan 2021.