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Atria Wealth Solutions’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Atria Wealth Solutions’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
-25,861
Closed -$156K – 1763
2025
Q1 		$156K Buy
25,861
+8,210
+47% +$49.9K ﹤0.01% 1756
2024
Q4 		$104K Sell
17,651
-608
-3% -$3.97K ﹤0.01% 1898
2024
Q3 		$125K Buy
18,259
+81
+0.4% +$527 ﹤0.01% 1847
2024
Q2 		$115K Buy
18,178
+2,328
+15% +$14.6K ﹤0.01% 1844
2024
Q1 		$104K Buy
+15,850
New +$101K ﹤0.01% 1887

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.6B 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 $431B 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 $564B 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