Avantax Advisory Services’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Avantax Advisory Services’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	$503K	Buy	87,519 +8,557	+11%	+$49.3K	﹤0.01%	1577
2025 Q1	$475K	Buy	78,962 +6,145	+8%	+$37.4K	﹤0.01%	1534
2024 Q4	$430K	Buy	72,817 +15,587	+27%	+$102K	﹤0.01%	1543
2024 Q3	$393K	Buy	57,230 +6,864	+14%	+$44.7K	﹤0.01%	1572
2024 Q2	$320K	Buy	50,366 +33,318	+195%	+$209K	﹤0.01%	1653
2024 Q1	$111K	Buy	+17,048	New	+$109K	﹤0.01%	1587

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's OIA Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 11% in Q2 2025, buying an estimated $49.3K and bringing the position to 87,519 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Avantax Advisory Services first reported a position in OIA in Q1 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

Avantax Advisory Services held 87,519 shares of Invesco Municipal Income Opportunities Trust worth $503K as of Q2 2025.
Avantax Advisory Services bought 8,557 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $49.3K.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1577 holding.
Avantax Advisory Services first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2024 and has held it in 6 quarters since.
69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.