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

Arkadios 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
2025
Q2 		– Sell
-23,062
Closed -$139K – 1352
2025
Q1 		$139K Buy
+23,062
New +$140K 0.01% 1064

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Arkadios Wealth Advisors's OIA Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 23,062 shares — an estimated $139K sold.

Arkadios Wealth Advisors first reported a position in OIA in Q1 2025 and held it in 1 quarter. The position peaked at $139K in Q1 2025. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 23,062 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $139K.
  • Arkadios Wealth Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2025 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Invesco Municipal Income Opportunities Trust position peaked at $139K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.