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 Q2	$214K	Hold	34,470	–	–	0.08%	171
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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Burford Brothers's OIA Position: Q2 2026 in Review

Burford Brothers held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 34,470 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #171.

Burford Brothers first reported a position in OIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $240K in Q1 2024. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Burford Brothers held 34,470 shares of Invesco Municipal Income Opportunities Trust worth $214K as of Q2 2026.
Burford Brothers left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
Invesco Municipal Income Opportunities Trust made up 0.08% of Burford Brothers's portfolio in Q2 2026, its #171 holding.
Burford Brothers first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2023 and has held it in 11 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 Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.