CIBC Private Wealth Group
OIA icon

CIBC Private Wealth Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

CIBC Private Wealth 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
2025
Q2 		– Sell
-2,562
Closed -$14.4K – 3243
2025
Q1 		$14.4K Buy
+2,562
New +$15.6K ﹤0.01% 2109
2024
Q3 		– Sell
-14,325
Closed -$91.7K – 3248
2024
Q2 		$91.7K Buy
+14,325
New +$89.8K ﹤0.01% 1432

Other funds holding OIA

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

CIBC Private Wealth Group's OIA Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 2,562 shares — an estimated $14.4K sold.

CIBC Private Wealth Group first reported a position in OIA in Q2 2024 and held it in 2 quarters. The position peaked at $91.7K in Q2 2024. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,562 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $14.4K.
  • CIBC Private Wealth Group first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Invesco Municipal Income Opportunities Trust position peaked at $91.7K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.