VWA
OIA icon

V Wealth Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

V Wealth 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
2023
Q1 		– Sell
-20,005
Closed -$125K – 392
2022
Q4 		$125K Buy
+20,005
New +$121K 0.03% 355

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

V Wealth Advisors's OIA Position: Q1 2023 in Review

V Wealth Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2023, closing a stake of 20,005 shares — an estimated $125K sold.

V Wealth Advisors first reported a position in OIA in Q4 2022 and held it in 1 quarter. The position peaked at $125K in Q4 2022. 57 funds tracked by Wall St. Rank hold OIA as of Q1 2023.

  • V Wealth Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • V Wealth Advisors sold 20,005 Invesco Municipal Income Opportunities Trust shares in Q1 2023, an estimated $125K.
  • V Wealth Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • V Wealth Advisors's Invesco Municipal Income Opportunities Trust position peaked at $125K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.