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Garton & Associates Financial Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-6,359
Closed -$38.2K – 514
2025
Q4 		$38.2K Buy
+6,359
New +$38.3K 0.02% 438

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Garton & Associates Financial Advisors's OIA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2026, closing a stake of 6,359 shares — an estimated $38.2K sold.

Garton & Associates Financial Advisors first reported a position in OIA in Q4 2025 and held it in 1 quarter. The position peaked at $38.2K in Q4 2025. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 6,359 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $38.2K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Municipal Income Opportunities Trust position peaked at $38.2K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.