Fortitude Advisory Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Fortitude Advisory Group’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 Q1	$82.7K	Hold	13,468	–	–	0.04%	220
2025 Q4	$80.9K	Hold	13,468	–	–	0.03%	213
2025 Q3	$81.2K	Hold	13,468	–	–	0.04%	213
2025 Q2	$77.4K	Hold	13,468	–	–	0.04%	212
2025 Q1	$76.5K	Hold	13,468	–	–	0.05%	198
2024 Q4	$79.5K	Hold	13,468	–	–	0.05%	197
2024 Q3	$92.4K	Hold	13,468	–	–	0.06%	203
2024 Q2	$85.5K	Hold	13,468	–	–	0.05%	196
2024 Q1	$87.9K	Hold	13,468	–	–	0.05%	212
2023 Q4	$85.5K	Buy	+13,468	New	+$78.8K	0.05%	218
2022 Q2	–	Sell	-3,180	Closed	-$23K	–	926
2022 Q1	$23K	Hold	3,180	–	–	0.01%	792
2021 Q4	$25K	Buy	+3,180	New	+$25.3K	0.01%	782

Other funds holding OIA

HWAM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fortitude Advisory Group's OIA Position: Q1 2026 in Review

Fortitude Advisory Group held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q1 2026 at 13,468 shares worth $82.7K. The position accounts for 0.04% of the portfolio, ranked #220.

Fortitude Advisory Group first reported a position in OIA in Q4 2021 and has held it in 12 quarters since. The position peaked at $92.4K in Q3 2024. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

Fortitude Advisory Group held 13,468 shares of Invesco Municipal Income Opportunities Trust worth $82.7K as of Q1 2026.
Fortitude Advisory Group left its Invesco Municipal Income Opportunities Trust share count unchanged in Q1 2026.
Invesco Municipal Income Opportunities Trust made up 0.04% of Fortitude Advisory Group's portfolio in Q1 2026, its #220 holding.
Fortitude Advisory Group first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2021 and has held it in 12 quarters since.
Fortitude Advisory Group's Invesco Municipal Income Opportunities Trust position peaked at $92.4K in Q3 2024.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.