Farther Finance Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Farther Finance Advisors’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 Q1	–	Sell	-9,375	Closed	-$55.3K	–	4378
2024 Q4	$55.3K	Sell	9,375 -82,057	-90%	-$536K	﹤0.01%	1610
2024 Q3	$627K	Buy	91,432 +22,308	+32%	+$145K	0.02%	509
2024 Q2	$431K	Sell	69,124 -331	-0.5%	-$2.08K	0.02%	530
2024 Q1	$449K	Buy	69,455 +1,525	+2%	+$9.75K	0.03%	425
2023 Q4	$431K	Buy	67,930 +38,794	+133%	+$227K	0.03%	382
2023 Q3	$169K	Buy	29,136 +23,567	+423%	+$146K	0.03%	419
2023 Q2	$34.8K	Buy	+5,569	New	+$34.6K	0.01%	789

Other funds holding OIA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Farther Finance Advisors's OIA Position: Q1 2025 in Review

Farther Finance Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2025, closing a stake of 9,375 shares — an estimated $55.3K sold.

Farther Finance Advisors first reported a position in OIA in Q2 2023 and held it in 7 quarters. The position peaked at $627K in Q3 2024. 72 funds tracked by Wall St. Rank hold OIA as of Q1 2025.

Farther Finance Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2025 after selling out during the quarter.
Farther Finance Advisors sold 9,375 Invesco Municipal Income Opportunities Trust shares in Q1 2025, an estimated $55.3K.
Farther Finance Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2023 and held it in 7 quarters.
Farther Finance Advisors's Invesco Municipal Income Opportunities Trust position peaked at $627K in Q3 2024.
72 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.