AG
OIA icon

AmeriFlex Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

AmeriFlex Group’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
2025
Q3 		– Sell
-12,166
Closed -$69.1K – 1263
2025
Q2 		$69.1K Hold
12,166
– – 0.04% 316
2025
Q1 		$73.2K Buy
12,166
+4,166
+52% +$25.3K 0.03% 393
2024
Q4 		$49.5K Buy
+8,000
New +$52.2K 0.02% 443

Other funds holding OIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AmeriFlex Group's OIA Position: Q3 2025 in Review

AmeriFlex Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2025, closing a stake of 12,166 shares — an estimated $69.1K sold.

AmeriFlex Group first reported a position in OIA in Q4 2024 and held it in 3 quarters. The position peaked at $73.2K in Q1 2025. 61 funds tracked by Wall St. Rank hold OIA as of Q3 2025.

  • AmeriFlex Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 12,166 Invesco Municipal Income Opportunities Trust shares in Q3 2025, an estimated $69.1K.
  • AmeriFlex Group first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's Invesco Municipal Income Opportunities Trust position peaked at $73.2K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.