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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's OIA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 25,861 shares — an estimated $156K sold.

Atria Wealth Solutions first reported a position in OIA in Q1 2024 and held it in 5 quarters. The position peaked at $156K in Q1 2025. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 25,861 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $156K.
Atria Wealth Solutions first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2024 and held it in 5 quarters.
Atria Wealth Solutions's Invesco Municipal Income Opportunities Trust position peaked at $156K in Q1 2025.
69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.