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Cornerstone Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Cornerstone Wealth 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
2026
Q1 		$67.9K Hold
11,064
– – ﹤0.01% 699
2025
Q4 		$66.5K Hold
11,064
– – ﹤0.01% 681
2025
Q3 		$66.7K Hold
11,064
– – ﹤0.01% 671
2025
Q2 		$63.6K Hold
11,064
– – ﹤0.01% 640
2025
Q1 		$66.6K Hold
11,064
– – ﹤0.01% 596
2024
Q4 		$65.3K Buy
+11,064
New +$72.2K ﹤0.01% 576

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

Cornerstone Wealth Management's OIA Position: Q1 2026 in Review

Cornerstone Wealth Management held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q1 2026 at 11,064 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Cornerstone Wealth Management first reported a position in OIA in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Cornerstone Wealth Management held 11,064 shares of Invesco Municipal Income Opportunities Trust worth $67.9K as of Q1 2026.
  • Cornerstone Wealth Management left its Invesco Municipal Income Opportunities Trust share count unchanged in Q1 2026.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #699 holding.
  • Cornerstone Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.