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Insight Wealth Strategies’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Insight Wealth Strategies’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 		$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
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

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. 74 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.
  • 74 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.