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Arlington Capital Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Arlington Capital 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
-34,852
Closed -$214K – 142
2026
Q1 		$214K Buy
34,852
+713
+2% +$4.41K 0.12% 102
2025
Q4 		$205K Buy
34,139
+4,030
+13% +$24.3K 0.13% 100
2025
Q3 		$182K Buy
+30,109
New +$173K 0.12% 99

Other funds holding OIA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arlington Capital Management's OIA Position: Q2 2026 in Review

Arlington Capital Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2026, closing a stake of 34,852 shares — an estimated $214K sold.

Arlington Capital Management first reported a position in OIA in Q3 2025 and held it in 3 quarters. The position peaked at $214K in Q1 2026. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Arlington Capital Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2026 after selling out during the quarter.
  • Arlington Capital Management sold 34,852 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $214K.
  • Arlington Capital Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2025 and held it in 3 quarters.
  • Arlington Capital Management's Invesco Municipal Income Opportunities Trust position peaked at $214K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Arlington Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.