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

Western 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
2022
Q4 		– Sell
-14,434
Closed -$84K – 746
2022
Q3 		$84K Hold
14,434
– – ﹤0.01% 785
2022
Q2 		$94K Hold
14,434
– – 0.01% 765
2022
Q1 		$102K Buy
+14,434
New +$106K ﹤0.01% 807

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
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Ameriprise
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Western Wealth Management's OIA Position: Q4 2022 in Review

Western Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q4 2022, closing a stake of 14,434 shares — an estimated $84K sold.

Western Wealth Management first reported a position in OIA in Q1 2022 and held it in 3 quarters. The position peaked at $102K in Q1 2022. 64 funds tracked by Wall St. Rank hold OIA as of Q4 2022.

  • Western Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 14,434 Invesco Municipal Income Opportunities Trust shares in Q4 2022, an estimated $84K.
  • Western Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2022 and held it in 3 quarters.
  • Western Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $102K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.