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Dmitry Balyasny’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Dmitry Balyasny’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
Q3 		– Sell
-25,714
Closed -$148K – 3320
2025
Q2 		$148K Buy
+25,714
New +$148K ﹤0.01% 2645

Other funds holding OIA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dmitry Balyasny's OIA Position: Q3 2025 in Review

Dmitry Balyasny sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2025, closing a stake of 25,714 shares — an estimated $148K sold.

Dmitry Balyasny first reported a position in OIA in Q2 2025 and held it in 1 quarter. The position peaked at $148K in Q2 2025. 61 funds tracked by Wall St. Rank hold OIA as of Q3 2025.

  • Dmitry Balyasny reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 25,714 Invesco Municipal Income Opportunities Trust shares in Q3 2025, an estimated $148K.
  • Dmitry Balyasny first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2025 and held it in 1 quarter.
  • Dmitry Balyasny's Invesco Municipal Income Opportunities Trust position peaked at $148K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.