David J. Yvars Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

David J. Yvars 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
2026 Q3	$132K	Buy	+23,101	New	+$139K	0.06%	106

Other funds holding OIA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

David J. Yvars Group's OIA Position: Q3 2026 in Review

David J. Yvars Group opened a new position in Invesco Municipal Income Opportunities Trust (OIA) in Q3 2026: 23,101 shares worth $132K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings.

13 funds tracked by Wall St. Rank hold OIA as of Q3 2026.

David J. Yvars Group held 23,101 shares of Invesco Municipal Income Opportunities Trust worth $132K as of Q3 2026.
Invesco Municipal Income Opportunities Trust was a new David J. Yvars Group position in Q3 2026.
Invesco Municipal Income Opportunities Trust made up 0.06% of David J. Yvars Group's portfolio in Q3 2026, its #106 holding.
13 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.