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

Activest 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
2026
Q2 		– Sell
-300
Closed -$1.84K – 1456
2026
Q1 		$1.84K Buy
+300
New +$1.85K ﹤0.01% 967
2025
Q4 		– Sell
-300
Closed -$1.81K – 1263
2025
Q3 		$1.81K Hold
300
– – ﹤0.01% 795
2025
Q2 		$1.73K Hold
300
– – ﹤0.01% 708
2025
Q1 		$1.81K Hold
300
– – ﹤0.01% 674
2024
Q4 		$1.77K Hold
300
– – ﹤0.01% 437
2024
Q3 		$2.06K Buy
+300
New +$1.95K ﹤0.01% 423

Other funds holding OIA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Activest Wealth Management's OIA Position: Q2 2026 in Review

Activest Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2026, closing a stake of 300 shares — an estimated $1.84K sold.

Activest Wealth Management first reported a position in OIA in Q3 2024 and held it in 6 quarters. The position peaked at $2.06K in Q3 2024. 5 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Activest Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 300 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $1.84K.
  • Activest Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2024 and held it in 6 quarters.
  • Activest Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $2.06K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.