Balyasny Asset Management
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Balyasny Asset Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Balyasny Asset 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
2025
Q3 		– Sell
-25,714
Closed -$148K – 3320
2025
Q2 		$148K Buy
+25,714
New +$148K ﹤0.01% 2645

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HWAM
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Raymond James Financial
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Morgan Stanley
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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
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

Balyasny Asset Management's OIA Position: Q3 2025 in Review

Balyasny Asset Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2025, closing a stake of 25,714 shares — an estimated $148K sold.

Balyasny Asset Management first reported a position in OIA in Q2 2025 and held it in 1 quarter. The position peaked at $148K in Q2 2025. 61 funds tracked by Wall St. Rank hold OIA as of Q3 2025.

  • Balyasny Asset Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 25,714 Invesco Municipal Income Opportunities Trust shares in Q3 2025, an estimated $148K.
  • Balyasny Asset Management first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2025 and held it in 1 quarter.
  • Balyasny Asset Management's Invesco Municipal Income Opportunities Trust position peaked at $148K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.