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Burford Brothers’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Burford Brothers’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 		$212K Hold
34,470
– – 0.09% 162
2025
Q4 		$207K Hold
34,470
– – 0.09% 159
2025
Q3 		$208K Hold
34,470
– – 0.09% 152
2025
Q2 		$198K Hold
34,470
– – 0.09% 149
2025
Q1 		$208K Hold
34,470
– – 0.1% 144
2024
Q4 		$203K Hold
34,470
– – 0.1% 143
2024
Q3 		$236K Hold
34,470
– – 0.12% 137
2024
Q2 		$219K Sell
34,470
-2,250
-6% -$14.1K 0.13% 136
2024
Q1 		$240K Hold
36,720
– – 0.16% 135
2023
Q4 		$233K Buy
+36,720
New +$215K 0.16% 131

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

Burford Brothers's OIA Position: Q1 2026 in Review

Burford Brothers held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q1 2026 at 34,470 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #162.

Burford Brothers first reported a position in OIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $240K in Q1 2024. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Burford Brothers held 34,470 shares of Invesco Municipal Income Opportunities Trust worth $212K as of Q1 2026.
  • Burford Brothers left its Invesco Municipal Income Opportunities Trust share count unchanged in Q1 2026.
  • Invesco Municipal Income Opportunities Trust made up 0.09% of Burford Brothers's portfolio in Q1 2026, its #162 holding.
  • Burford Brothers first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2023 and has held it in 10 quarters since.
  • Burford Brothers's Invesco Municipal Income Opportunities Trust position peaked at $240K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.