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Austin Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Austin Wealth 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
Q1 		– Sell
-10,736
Closed -$65.5K – 143
2025
Q4 		$65.5K Hold
10,736
– – 0.01% 162
2025
Q3 		$64.2K Hold
10,736
– – 0.01% 160
2025
Q2 		$59.9K Hold
10,736
– – 0.01% 137
2025
Q1 		$61.8K Buy
+10,736
New +$65.3K 0.01% 128

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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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

Austin Wealth Management's OIA Position: Q1 2026 in Review

Austin Wealth Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2026, closing a stake of 10,736 shares — an estimated $65.5K sold.

Austin Wealth Management first reported a position in OIA in Q1 2025 and held it in 4 quarters. The position peaked at $65.5K in Q4 2025. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Austin Wealth Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2026 after selling out during the quarter.
  • Austin Wealth Management sold 10,736 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $65.5K.
  • Austin Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2025 and held it in 4 quarters.
  • Austin Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $65.5K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.