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Global Retirement Partners’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Global Retirement Partners’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
Q4 		$14.4K Hold
2,400
– – ﹤0.01% 3017
2025
Q3 		$14.5K Hold
2,400
– – ﹤0.01% 2538
2025
Q2 		$13.8K Buy
+2,400
New +$13.8K ﹤0.01% 2455
2024
Q4 		$14.2K Hold
2,400
– – ﹤0.01% 2264
2024
Q3 		$16.5K Hold
2,400
– – ﹤0.01% 2084
2024
Q2 		$15.2K Buy
+2,400
New +$15K ﹤0.01% 2123

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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's OIA Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q4 2025 at 2,400 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

Global Retirement Partners first reported a position in OIA in Q2 2024 and has held it in 6 quarters since. The position peaked at $16.5K in Q3 2024. 71 funds tracked by Wall St. Rank hold OIA as of Q4 2025.

  • Global Retirement Partners held 2,400 shares of Invesco Municipal Income Opportunities Trust worth $14.4K as of Q4 2025.
  • Global Retirement Partners left its Invesco Municipal Income Opportunities Trust share count unchanged in Q4 2025.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3017 holding.
  • Global Retirement Partners first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Invesco Municipal Income Opportunities Trust position peaked at $16.5K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.