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Fourth Dimension Wealth’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Fourth Dimension Wealth’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
-491
Closed -$2.96K – 638
2025
Q1 		$2.96K Hold
491
– – ﹤0.01% 531
2024
Q4 		$2.9K Buy
+491
New +$3.21K ﹤0.01% 532

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fourth Dimension Wealth's OIA Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 491 shares — an estimated $2.96K sold.

Fourth Dimension Wealth first reported a position in OIA in Q4 2024 and held it in 2 quarters. The position peaked at $2.96K in Q1 2025. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 491 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $2.96K.
  • Fourth Dimension Wealth first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Invesco Municipal Income Opportunities Trust position peaked at $2.96K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.