Janney Montgomery Scott’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Janney Montgomery Scott’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 Q1	$381K	Buy	62,049 +4,591	+8%	+$28.4K	﹤0.01%	2228
2025 Q4	$345K	Hold	57,458	–	–	﹤0.01%	2455
2025 Q3	$346K	Buy	57,458 +1,250	+2%	+$7.2K	﹤0.01%	2402
2025 Q2	$323K	Buy	56,208 +17,332	+45%	+$100K	﹤0.01%	2302
2025 Q1	$234K	Buy	38,876 +19,978	+106%	+$121K	﹤0.01%	2452
2024 Q4	$111K	Buy	+18,898	New	+$123K	﹤0.01%	2624

Other funds holding OIA

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott's OIA Position: Q1 2026 in Review

Janney Montgomery Scott increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 8% in Q1 2026, buying an estimated $28.4K and bringing the position to 62,049 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Janney Montgomery Scott first reported a position in OIA in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

Janney Montgomery Scott held 62,049 shares of Invesco Municipal Income Opportunities Trust worth $381K as of Q1 2026.
Janney Montgomery Scott bought 4,591 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $28.4K.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2228 holding.
Janney Montgomery Scott first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.