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Evergreen Capital Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Evergreen Capital 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
Q2 		$80.2K Hold
12,914
– – ﹤0.01% 1513
2026
Q1 		$79.3K Hold
12,914
– – ﹤0.01% 1475
2025
Q4 		$77.6K Buy
+12,914
New +$77.9K ﹤0.01% 1380

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 $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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

Evergreen Capital Management's OIA Position: Q2 2026 in Review

Evergreen Capital Management held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 12,914 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Evergreen Capital Management first reported a position in OIA in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Evergreen Capital Management held 12,914 shares of Invesco Municipal Income Opportunities Trust worth $80.2K as of Q2 2026.
  • Evergreen Capital Management left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1513 holding.
  • Evergreen Capital Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.