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J.W. Cole Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

J.W. Cole 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
2025
Q2 		– Sell
-18,768
Closed -$113K – 1479
2025
Q1 		$113K Buy
+18,768
New +$114K ﹤0.01% 1202
2020
Q4 		– Sell
-19,431
Closed -$142K – 804
2020
Q3 		$142K Buy
+19,431
New +$143K 0.01% 702

Other funds holding OIA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

J.W. Cole Advisors's OIA Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 18,768 shares — an estimated $113K sold.

J.W. Cole Advisors first reported a position in OIA in Q3 2020 and held it in 2 quarters. The position peaked at $142K in Q3 2020. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

  • J.W. Cole Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 18,768 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $113K.
  • J.W. Cole Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2020 and held it in 2 quarters.
  • J.W. Cole Advisors's Invesco Municipal Income Opportunities Trust position peaked at $142K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.