Financial Counselors Inc’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-43,009	Closed	-$259K	–	382
2025 Q1	$259K	Hold	43,009	–	–	﹤0.01%	533
2024 Q4	$254K	Hold	43,009	–	–	﹤0.01%	528
2024 Q3	$295K	Hold	43,009	–	–	﹤0.01%	512
2024 Q2	$273K	Hold	43,009	–	–	﹤0.01%	507
2024 Q1	$281K	Hold	43,009	–	–	﹤0.01%	511
2023 Q4	$273K	Buy	+43,009	New	+$252K	﹤0.01%	508

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

Financial Counselors Inc's OIA Position: Q2 2025 in Review

Financial Counselors Inc sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 43,009 shares — an estimated $259K sold.

Financial Counselors Inc first reported a position in OIA in Q4 2023 and held it in 6 quarters. The position peaked at $295K in Q3 2024. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

Financial Counselors Inc reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 43,009 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $259K.
Financial Counselors Inc first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2023 and held it in 6 quarters.
Financial Counselors Inc's Invesco Municipal Income Opportunities Trust position peaked at $295K in Q3 2024.
69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.