EntreWealth’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

EntreWealth’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	$61.5K	Hold	10,736	–	–	0.02%	151
2026 Q2	$64.4K	Hold	10,736	–	–	0.02%	140
2026 Q1	$65.9K	Hold	10,736	–	–	0.03%	103
2025 Q4	$66.9K	Hold	10,736	–	–	0.03%	96
2025 Q3	$64.7K	Hold	10,736	–	–	0.03%	84
2025 Q2	$61.7K	Hold	10,736	–	–	0.04%	65
2025 Q1	$64.6K	Buy	+10,736	New	+$65.3K	0.05%	60

Other funds holding OIA

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

EntreWealth's OIA Position: Q3 2026 in Review

EntreWealth held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q3 2026 at 10,736 shares worth $61.5K. The position accounts for 0.02% of the portfolio, ranked #151.

EntreWealth first reported a position in OIA in Q1 2025 and has held it in 7 quarters since. The position peaked at $66.9K in Q4 2025. 50 funds tracked by Wall St. Rank hold OIA as of Q3 2026.

EntreWealth held 10,736 shares of Invesco Municipal Income Opportunities Trust worth $61.5K as of Q3 2026.
EntreWealth left its Invesco Municipal Income Opportunities Trust share count unchanged in Q3 2026.
Invesco Municipal Income Opportunities Trust made up 0.02% of EntreWealth's portfolio in Q3 2026, its #151 holding.
EntreWealth first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2025 and has held it in 7 quarters since.
EntreWealth's Invesco Municipal Income Opportunities Trust position peaked at $66.9K in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.