Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Cambridge Investment Research Advisors’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 		$727K Buy
117,079
+2,339
+2% +$14.3K ﹤0.01% 2413
2026
Q1 		$705K Buy
114,740
+87,090
+315% +$538K ﹤0.01% 2490
2025
Q4 		$166K Sell
27,650
-1,111
-4% -$6.7K ﹤0.01% 3615
2025
Q3 		$173K Sell
28,761
-10,623
-27% -$61.2K ﹤0.01% 3523
2025
Q2 		$226K Sell
39,384
-4,712
-11% -$27.2K ﹤0.01% 3237
2025
Q1 		$265K Sell
44,096
-768
-2% -$4.67K ﹤0.01% 2974
2024
Q4 		$265K Sell
44,864
-8,467
-16% -$55.3K ﹤0.01% 2940
2024
Q3 		$366K Sell
53,331
-1,048
-2% -$6.82K ﹤0.01% 2672
2024
Q2 		$345K Sell
54,379
-1,243
-2% -$7.79K ﹤0.01% 2592
2024
Q1 		$363K Buy
55,622
+10,433
+23% +$66.7K ﹤0.01% 2553
2023
Q4 		$287K Buy
45,189
+7,265
+19% +$42.5K ﹤0.01% 2628
2023
Q3 		$220K Buy
37,924
+753
+2% +$4.66K ﹤0.01% 2734
2023
Q2 		$232K Buy
37,171
+1,334
+4% +$8.3K ﹤0.01% 2756
2023
Q1 		$238K Buy
35,837
+6,775
+23% +$45.3K ﹤0.01% 2672
2022
Q4 		$181K Buy
29,062
+1,650
+6% +$9.96K ﹤0.01% 2785
2022
Q3 		$161K Sell
27,412
-11,397
-29% -$74.7K ﹤0.01% 2762
2022
Q2 		$250K Buy
38,809
+6,736
+21% +$44.3K ﹤0.01% 2542
2022
Q1 		$228K Sell
32,073
-3,199
-9% -$23.5K ﹤0.01% 2772
2021
Q4 		$282K Buy
35,272
+180
+0.5% +$1.43K ﹤0.01% 2578
2021
Q3 		$279K Buy
35,092
+5,213
+17% +$42.9K ﹤0.01% 2525
2021
Q2 		$248K Buy
29,879
+7,867
+36% +$63.6K ﹤0.01% 2619
2021
Q1 		$174K Buy
22,012
+158
+0.7% +$1.25K ﹤0.01% 2670
2020
Q4 		$172K Buy
21,854
+870
+4% +$6.48K ﹤0.01% 2516
2020
Q3 		$153K Buy
20,984
+399
+2% +$2.94K ﹤0.01% 2314
2020
Q2 		$147K Sell
20,585
-477
-2% -$3.27K ﹤0.01% 2248
2020
Q1 		$145K Buy
21,062
+2,026
+11% +$15.5K ﹤0.01% 2032
2019
Q4 		$150K Sell
19,036
-5,882
-24% -$45.9K ﹤0.01% 2268
2019
Q3 		$198K Buy
24,918
+3,174
+15% +$24.8K ﹤0.01% 2130
2019
Q2 		$167K Buy
21,744
+5,882
+37% +$44.7K ﹤0.01% 2034
2019
Q1 		$123K Sell
15,862
-769
-5% -$5.83K ﹤0.01% 2165
2018
Q4 		$116K Buy
16,631
+1,750
+12% +$12.7K ﹤0.01% 2018
2018
Q3 		$114K Sell
14,881
-500
-3% -$3.87K ﹤0.01% 2138
2018
Q2 		$116K Sell
15,381
-567
-4% -$4.23K ﹤0.01% 2094
2018
Q1 		$118K Hold
15,948
– – ﹤0.01% 2044
2017
Q4 		$128K Sell
15,948
-470
-3% -$3.74K ﹤0.01% 2004
2017
Q3 		$130K Buy
16,418
+31
+0.2% +$245 ﹤0.01% 1896
2017
Q2 		$127K Buy
16,387
+79
+0.5% +$619 ﹤0.01% 1829
2017
Q1 		$123K Buy
16,308
+503
+3% +$3.78K ﹤0.01% 1683
2016
Q4 		$113K Sell
15,805
-11,237
-42% -$84.6K ﹤0.01% 1580
2016
Q3 		$224K Buy
27,042
+28
+0.1% +$228 ﹤0.01% 1482
2016
Q2 		$220K Buy
27,014
+27
+0.1% +$212 ﹤0.01% 1335
2016
Q1 		$207K Buy
26,987
+10,062
+59% +$75.1K ﹤0.01% 1385
2015
Q4 		$123K Sell
16,925
-1,980
-10% -$13.9K ﹤0.01% 1468
2015
Q3 		$128K Hold
18,905
– – ﹤0.01% 1337
2015
Q2 		$126K Hold
18,905
– – ﹤0.01% 1342
2015
Q1 		$134K Buy
18,905
+1,000
+6% +$7.02K ﹤0.01% 1314
2014
Q4 		$125K Buy
17,905
+2,000
+13% +$13.6K ﹤0.01% 1282
2014
Q3 		$108K Buy
15,905
+2,140
+16% +$14.7K ﹤0.01% 1392
2014
Q2 		$96K Hold
13,765
– – ﹤0.01% 1290
2014
Q1 		$91K Sell
13,765
-785
-5% -$5.11K ﹤0.01% 1244
2013
Q4 		$90K Buy
14,550
+2,580
+22% +$15.9K ﹤0.01% 1184
2013
Q3 		$76K Hold
11,970
– – ﹤0.01% 1150
2013
Q2 		$79K Buy
+11,970
New +$83.8K ﹤0.01% 1067

Other funds holding OIA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SWM
Stronghold Wealth Management Tampa, Florida $74.7M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

Cambridge Investment Research Advisors's OIA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 2% in Q2 2026, buying an estimated $14.3K and bringing the position to 117,079 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Cambridge Investment Research Advisors first reported a position in OIA in Q2 2013 and has held it in 53 quarters since. 19 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Cambridge Investment Research Advisors held 117,079 shares of Invesco Municipal Income Opportunities Trust worth $727K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,339 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $14.3K.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2413 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and has held it in 53 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.