Baird Financial Group
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Baird Financial Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Baird Financial Group’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 		$98.3K Sell
16,015
-1,986
-11% -$12.3K ﹤0.01% 1812
2025
Q4 		$108K Buy
18,001
+1,446
+9% +$8.72K ﹤0.01% 1770
2025
Q3 		$99.8K Hold
16,555
– – ﹤0.01% 1773
2025
Q2 		$95.2K Buy
16,555
+4,000
+32% +$23.1K ﹤0.01% 1745
2025
Q1 		$75.6K Hold
12,555
– – ﹤0.01% 1732
2024
Q4 		$74.1K Hold
12,555
– – ﹤0.01% 1730
2024
Q3 		$86.1K Hold
12,555
– – ﹤0.01% 1716
2024
Q2 		$79.7K Sell
12,555
-40,379
-76% -$253K ﹤0.01% 1726
2024
Q1 		$346K Sell
52,934
-295
-0.6% -$1.89K ﹤0.01% 1505
2023
Q4 		$338K Sell
53,229
-4,025
-7% -$23.6K ﹤0.01% 1477
2023
Q3 		$333K Sell
57,254
-25,141
-31% -$155K ﹤0.01% 1471
2023
Q2 		$514K Sell
82,395
-20,520
-20% -$128K ﹤0.01% 1335
2023
Q1 		$683K Sell
102,915
-14,816
-13% -$99K ﹤0.01% 1211
2022
Q4 		$735K Buy
117,731
+79,953
+212% +$483K ﹤0.01% 1159
2022
Q3 		$221K Buy
37,778
+6,118
+19% +$40.1K ﹤0.01% 1572
2022
Q2 		$204K Buy
31,660
+4,120
+15% +$27.1K ﹤0.01% 1697
2022
Q1 		$196K Buy
27,540
+9,591
+53% +$70.4K ﹤0.01% 1757
2021
Q4 		$144K Sell
17,949
-4,596
-20% -$36.5K ﹤0.01% 1842
2021
Q3 		$179K Buy
22,545
+3,693
+20% +$30.4K ﹤0.01% 1814
2021
Q2 		$157K Buy
+18,852
New +$152K ﹤0.01% 1714

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

Baird Financial Group's OIA Position: Q1 2026 in Review

Baird Financial Group reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 11% in Q1 2026, selling an estimated $12.3K and leaving 16,015 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Baird Financial Group first reported a position in OIA in Q2 2021 and has held it in 20 quarters since. The position peaked at $735K in Q4 2022. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Baird Financial Group held 16,015 shares of Invesco Municipal Income Opportunities Trust worth $98.3K as of Q1 2026.
  • Baird Financial Group sold 1,986 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $12.3K.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1812 holding.
  • Baird Financial Group first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2021 and has held it in 20 quarters since.
  • Baird Financial Group's Invesco Municipal Income Opportunities Trust position peaked at $735K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.