HighTower Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

HighTower 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	$343K	Buy	55,888 +780	+1%	+$4.82K	﹤0.01%	3040
2025 Q4	$331K	Buy	55,108 +796	+1%	+$4.8K	﹤0.01%	2967
2025 Q3	$327K	Buy	54,312 +817	+2%	+$4.71K	﹤0.01%	2974
2025 Q2	$308K	Buy	53,495 +804	+2%	+$4.64K	﹤0.01%	2910
2025 Q1	$317K	Buy	52,691 +42	+0.1%	+$255	﹤0.01%	2810
2024 Q4	$311K	Buy	52,649 +1,413	+3%	+$9.22K	﹤0.01%	2866
2024 Q3	$351K	Buy	51,236 +439	+0.9%	+$2.86K	﹤0.01%	2689
2024 Q2	$323K	Buy	50,797 +941	+2%	+$5.9K	﹤0.01%	2655
2024 Q1	$326K	Buy	49,856 +657	+1%	+$4.2K	﹤0.01%	2613
2023 Q4	$312K	Buy	49,199 +672	+1%	+$3.93K	﹤0.01%	2674
2023 Q3	$282K	Sell	48,527 -2,722	-5%	-$16.8K	﹤0.01%	2646
2023 Q2	$320K	Buy	51,249 +603	+1%	+$3.75K	﹤0.01%	2523
2023 Q1	$336K	Buy	50,646 +596	+1%	+$3.98K	﹤0.01%	2387
2022 Q4	$312K	Buy	50,050 +661	+1%	+$3.99K	﹤0.01%	2436
2022 Q3	$290K	Buy	49,389 +3,962	+9%	+$26K	﹤0.01%	2363
2022 Q2	$293K	Buy	45,427 +635	+1%	+$4.18K	﹤0.01%	2382
2022 Q1	$318K	Hold	44,792	–	–	﹤0.01%	2485
2021 Q4	$358K	Hold	44,792	–	–	﹤0.01%	2368
2021 Q3	$356K	Hold	44,792	–	–	﹤0.01%	2299
2021 Q2	$372K	Hold	44,792	–	–	﹤0.01%	2229
2021 Q1	$353K	Hold	44,792	–	–	﹤0.01%	2182
2020 Q4	$353K	Hold	44,792	–	–	﹤0.01%	1828
2020 Q3	$327K	Hold	44,792	–	–	﹤0.01%	1788
2020 Q2	$321K	Hold	44,792	–	–	﹤0.01%	1692
2020 Q1	$308K	Sell	44,792 -328	-0.7%	-$2.51K	﹤0.01%	1554
2019 Q4	$356K	Sell	45,120 -14	-0%	-$109	﹤0.01%	1612
2019 Q3	$358K	Hold	45,134	–	–	﹤0.01%	1685
2019 Q2	$346K	Buy	45,134 +328	+0.7%	+$2.5K	﹤0.01%	1720
2019 Q1	$348K	Hold	44,806	–	–	﹤0.01%	1655
2018 Q4	$312K	Hold	44,806	–	–	﹤0.01%	1584
2018 Q3	$344K	Hold	44,806	–	–	﹤0.01%	1657
2018 Q2	$338K	Hold	44,806	–	–	﹤0.01%	1629
2018 Q1	$332K	Hold	44,806	–	–	﹤0.01%	1632
2017 Q4	$358K	Hold	44,806	–	–	﹤0.01%	1612
2017 Q3	$353K	Sell	44,806 -781	-2%	-$6.16K	﹤0.01%	1606
2017 Q2	$353K	Buy	45,587 +10	+0%	+$78	﹤0.01%	1539
2017 Q1	$344K	Buy	45,577 +11	+0%	+$83	﹤0.01%	1490
2016 Q4	$326K	Buy	45,566 +10	+0%	+$75	﹤0.01%	1432
2016 Q3	$377K	Buy	45,556 +23	+0.1%	+$187	﹤0.01%	1365
2016 Q2	$371K	Buy	45,533 +9	+0%	+$71	﹤0.01%	1244
2016 Q1	$350K	Buy	45,524 +10	+0%	+$75	﹤0.01%	1543
2015 Q4	$332K	Buy	45,514 +10	+0%	+$70	﹤0.01%	1517
2015 Q3	$308K	Hold	45,504	–	–	﹤0.01%	1440
2015 Q2	$304K	Hold	45,504	–	–	﹤0.01%	1189
2015 Q1	$323K	Hold	45,504	–	–	﹤0.01%	1209
2014 Q4	$318K	Hold	45,504	–	–	﹤0.01%	1204
2014 Q3	$309K	Hold	45,504	–	–	0.01%	1203
2014 Q2	$317K	Sell	45,504 -788	-2%	-$5.46K	0.01%	1228
2014 Q1	$306K	Hold	46,292	–	–	0.01%	1161
2013 Q4	$287K	Hold	46,292	–	–	0.01%	1171
2013 Q3	$293K	Hold	46,292	–	–	0.01%	1033
2013 Q2	$306K	Buy	+46,292	New	+$324K	0.01%	978

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

HighTower Advisors's OIA Position: Q1 2026 in Review

HighTower Advisors increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 1.4% in Q1 2026, buying an estimated $4.82K and bringing the position to 55,888 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

HighTower Advisors first reported a position in OIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $377K in Q3 2016. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

HighTower Advisors held 55,888 shares of Invesco Municipal Income Opportunities Trust worth $343K as of Q1 2026.
HighTower Advisors bought 780 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $4.82K.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3040 holding.
HighTower Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Invesco Municipal Income Opportunities Trust position peaked at $377K in Q3 2016.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.