IWM
OIA icon

IHT Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

IHT Wealth 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 		$174K Sell
28,008
-4,714
-14% -$28.8K ﹤0.01% 1189
2026
Q1 		$201K Buy
32,722
+7,922
+32% +$49K ﹤0.01% 1197
2025
Q4 		$149K Hold
24,800
– – ﹤0.01% 1150
2025
Q3 		$150K Sell
24,800
-39,796
-62% -$229K ﹤0.01% 1135
2025
Q2 		$371K Hold
64,596
– – 0.01% 805
2025
Q1 		$389K Hold
64,596
– – 0.01% 757
2024
Q4 		$381K Sell
64,596
-3,400
-5% -$22.2K 0.01% 776
2024
Q3 		$467K Sell
67,996
-10,400
-13% -$67.7K 0.01% 742
2024
Q2 		$498K Hold
78,396
– – 0.02% 640
2024
Q1 		$512K Sell
78,396
-2,880
-4% -$18.4K 0.02% 629
2023
Q4 		$516K Sell
81,276
-4,155
-5% -$24.3K 0.02% 588
2023
Q3 		$496K Buy
85,431
+2,200
+3% +$13.6K 0.03% 558
2023
Q2 		$519K Buy
83,231
+487
+0.6% +$3.03K 0.03% 525
2023
Q1 		$549K Buy
82,744
+473
+0.6% +$3.16K 0.03% 470
2022
Q4 		$513K Sell
82,271
-6,724
-8% -$40.6K 0.03% 487
2022
Q3 		$522K Buy
88,995
+2,681
+3% +$17.6K 0.04% 444
2022
Q2 		$557K Sell
86,314
-1,082
-1% -$7.12K 0.05% 364
2022
Q1 		$621K Sell
87,396
-12,494
-13% -$91.7K 0.05% 359
2021
Q4 		$799K Buy
99,890
+6,375
+7% +$50.7K 0.06% 311
2021
Q3 		$743K Buy
93,515
+14,627
+19% +$120K 0.06% 312
2021
Q2 		$656K Sell
78,888
-6,111
-7% -$49.4K 0.04% 438
2021
Q1 		$671K Buy
84,999
+1,339
+2% +$10.6K 0.05% 372
2020
Q4 		$660K Buy
83,660
+8,203
+11% +$61.1K 0.05% 327
2020
Q3 		$551K Buy
75,457
+22,269
+42% +$164K 0.06% 325
2020
Q2 		$381K Sell
53,188
-18,934
-26% -$130K 0.05% 350
2020
Q1 		$496K Sell
72,122
-1,482
-2% -$11.4K 0.07% 287
2019
Q4 		$581K Sell
73,604
-3,468
-4% -$27.1K 0.07% 299
2019
Q3 		$608K Buy
77,072
+4,329
+6% +$33.9K 0.08% 283
2019
Q2 		$560K Buy
72,743
+43,178
+146% +$328K 0.08% 265
2019
Q1 		$230K Buy
29,565
+9,810
+50% +$74.3K 0.04% 426
2018
Q4 		$137K Buy
+19,755
New +$143K 0.03% 446

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

IHT Wealth Management's OIA Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 14% in Q2 2026, selling an estimated $28.8K and leaving 28,008 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

IHT Wealth Management first reported a position in OIA in Q4 2018 and has held it in 31 quarters since. The position peaked at $799K in Q4 2021. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • IHT Wealth Management held 28,008 shares of Invesco Municipal Income Opportunities Trust worth $174K as of Q2 2026.
  • IHT Wealth Management sold 4,714 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $28.8K.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • IHT Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2018 and has held it in 31 quarters since.
  • IHT Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $799K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.