Insight Wealth Strategies’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $245K | Buy |
39,214
+250
| +0.6% | +$1.53K | 0.02% | 171 |
|
|
2026
Q1 | $239K | Buy |
38,964
+244
| +0.6% | +$1.51K | 0.03% | 163 |
|
|
2025
Q4 | $233K | Sell |
38,720
-640
| -2% | -$3.86K | 0.03% | 163 |
|
|
2025
Q3 | $237K | Buy |
39,360
+257
| +0.7% | +$1.48K | 0.03% | 165 |
|
|
2025
Q2 | $225K | Buy |
39,103
+252
| +0.6% | +$1.45K | 0.03% | 158 |
|
|
2025
Q1 | $234K | Buy |
38,851
+233
| +0.6% | +$1.42K | 0.03% | 145 |
|
|
2024
Q4 | $228K | Buy |
38,618
+224
| +0.6% | +$1.46K | 0.03% | 145 |
|
|
2024
Q3 | $263K | Buy |
38,394
+211
| +0.6% | +$1.37K | 0.03% | 148 |
|
|
2024
Q2 | $242K | Buy |
38,183
+222
| +0.6% | +$1.39K | 0.03% | 150 |
|
|
2024
Q1 | $248K | Buy |
37,961
+206
| +0.5% | +$1.32K | 0.04% | 152 |
|
|
2023
Q4 | $240K | Buy |
37,755
+211
| +0.6% | +$1.24K | 0.04% | 147 |
|
|
2023
Q3 | $218K | Buy |
37,544
+197
| +0.5% | +$1.22K | 0.04% | 136 |
|
|
2023
Q2 | $233K | Buy |
37,347
+189
| +0.5% | +$1.18K | 0.04% | 130 |
|
|
2023
Q1 | $247K | Buy |
37,158
+187
| +0.5% | +$1.25K | 0.05% | 128 |
|
|
2022
Q4 | $231K | Sell |
36,971
-5,342
| -13% | -$32.2K | 0.04% | 128 |
|
|
2022
Q3 | $273K | Hold |
42,313
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $273K | Sell |
42,313
-1,066
| -2% | -$7.02K | 0.05% | 126 |
|
|
2022
Q1 | $308K | Buy |
43,379
+178
| +0.4% | +$1.31K | 0.05% | 136 |
|
|
2021
Q4 | $346K | Buy |
43,201
+157
| +0.4% | +$1.25K | 0.05% | 132 |
|
|
2021
Q3 | $342K | Buy |
43,044
+155
| +0.4% | +$1.27K | 0.05% | 155 |
|
|
2021
Q2 | $356K | Sell |
42,889
-4,843
| -10% | -$39.1K | 0.05% | 151 |
|
|
2021
Q1 | $377K | Buy |
47,732
+160
| +0.3% | +$1.26K | 0.05% | 158 |
|
|
2020
Q4 | $375K | Buy |
47,572
+12,909
| +37% | +$96.2K | 0.06% | 136 |
|
|
2020
Q3 | $253K | Buy |
34,663
+167
| +0.5% | +$1.23K | 0.05% | 167 |
|
|
2020
Q2 | $247K | Buy |
34,496
+5,178
| +18% | +$35.5K | 0.06% | 145 |
|
|
2020
Q1 | $202K | Buy |
29,318
+96
| +0.3% | +$736 | 0.05% | 146 |
|
|
2019
Q4 | $231K | Buy |
29,222
+92
| +0.3% | +$718 | 0.05% | 185 |
|
|
2019
Q3 | $231K | Buy |
29,130
+5,771
| +25% | +$45.2K | 0.05% | 174 |
|
|
2019
Q2 | $179K | Buy |
23,359
+95
| +0.4% | +$723 | 0.04% | 155 |
|
|
2019
Q1 | $181K | Buy |
23,264
+2,213
| +11% | +$16.8K | 0.05% | 133 |
|
|
2018
Q4 | $147K | Buy |
+21,051
| New | +$152K | 0.05% | 128 |
|
Other funds holding OIA
HWAM
CP
RA
HWP
Insight Wealth Strategies's OIA Position: Q2 2026 in Review
Insight Wealth Strategies increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 0.64% in Q2 2026, buying an estimated $1.53K and bringing the position to 39,214 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #171.
Insight Wealth Strategies first reported a position in OIA in Q4 2018 and has held it in 31 quarters since. The position peaked at $377K in Q1 2021. 5 funds tracked by Wall St. Rank hold OIA as of Q2 2026.
- Insight Wealth Strategies held 39,214 shares of Invesco Municipal Income Opportunities Trust worth $245K as of Q2 2026.
- Insight Wealth Strategies bought 250 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $1.53K.
- Invesco Municipal Income Opportunities Trust made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #171 holding.
- Insight Wealth Strategies first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2018 and has held it in 31 quarters since.
- Insight Wealth Strategies's Invesco Municipal Income Opportunities Trust position peaked at $377K in Q1 2021.
- 5 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.
Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.