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Hennion & Walsh Asset Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Hennion & Walsh Asset Management’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
Q2 		$7.82M Sell
1,259,187
-25,135
-2% -$154K 0.22% 96
2026
Q1 		$7.89M Buy
1,284,322
+227,234
+21% +$1.4M 0.27% 76
2025
Q4 		$6.35M Buy
1,057,088
+496,014
+88% +$2.99M 0.22% 97
2025
Q3 		$3.38M Buy
561,074
+54,485
+11% +$314K 0.12% 219
2025
Q2 		$2.91M Buy
506,589
+239,296
+90% +$1.38M 0.12% 230
2025
Q1 		$1.61M Buy
+267,293
New +$1.63M 0.07% 332

Other funds holding OIA

MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SWM
Stronghold Wealth Management Tampa, Florida $74.7M AUM
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Hennion & Walsh Asset Management's OIA Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 2% in Q2 2026, selling an estimated $154K and leaving 1,259,187 shares worth $7.82M. The position accounts for 0.22% of the portfolio, ranked #96.

Hennion & Walsh Asset Management first reported a position in OIA in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.89M in Q1 2026. 16 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Hennion & Walsh Asset Management held 1,259,187 shares of Invesco Municipal Income Opportunities Trust worth $7.82M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 25,135 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $154K.
  • Invesco Municipal Income Opportunities Trust made up 0.22% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #96 holding.
  • Hennion & Walsh Asset Management first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2025 and has held it in 6 quarters since.
  • Hennion & Walsh Asset Management's Invesco Municipal Income Opportunities Trust position peaked at $7.89M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.