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Horizon Kinetics Asset Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Horizon Kinetics 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
2025
Q3 		– Sell
-19,911
Closed -$114K – 355
2025
Q2 		$114K Hold
19,911
– – ﹤0.01% 332
2025
Q1 		$120K Hold
19,911
– – ﹤0.01% 323
2024
Q4 		$117K Hold
19,911
– – ﹤0.01% 328
2024
Q3 		$137K Buy
+19,911
New +$130K ﹤0.01% 321

Other funds holding OIA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Horizon Kinetics Asset Management's OIA Position: Q3 2025 in Review

Horizon Kinetics Asset Management sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2025, closing a stake of 19,911 shares — an estimated $114K sold.

Horizon Kinetics Asset Management first reported a position in OIA in Q3 2024 and held it in 4 quarters. The position peaked at $137K in Q3 2024. 61 funds tracked by Wall St. Rank hold OIA as of Q3 2025.

  • Horizon Kinetics Asset Management reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 19,911 Invesco Municipal Income Opportunities Trust shares in Q3 2025, an estimated $114K.
  • Horizon Kinetics Asset Management first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2024 and held it in 4 quarters.
  • Horizon Kinetics Asset Management's Invesco Municipal Income Opportunities Trust position peaked at $137K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.