JY
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Jeff Yass’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Jeff Yass’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 		$102K Buy
+16,489
New +$101K ﹤0.01% 12480
2026
Q1 		– Sell
-18,611
Closed -$112K – 13842
2025
Q4 		$112K Sell
18,611
-415
-2% -$2.5K ﹤0.01% 11394
2025
Q3 		$115K Buy
+19,026
New +$110K ﹤0.01% 11475
2025
Q2 		– Sell
-16,225
Closed -$97.7K – 13420
2025
Q1 		$97.7K Buy
16,225
+3,612
+29% +$22K ﹤0.01% 11556
2024
Q4 		$74.4K Buy
+12,613
New +$82.3K ﹤0.01% 11507
2024
Q1 		– Sell
-19,106
Closed -$121K – 12994
2023
Q4 		$121K Buy
19,106
+7,593
+66% +$44.4K ﹤0.01% 11169
2023
Q3 		$66.9K Sell
11,513
-1,139
-9% -$7.04K ﹤0.01% 11154
2023
Q2 		$78.9K Sell
12,652
-9,035
-42% -$56.2K ﹤0.01% 11111
2023
Q1 		$144K Buy
+21,687
New +$145K ﹤0.01% 10953
2019
Q4 		– Sell
-42,699
Closed -$339K – 10367
2019
Q3 		$339K Sell
42,699
-70,002
-62% -$548K ﹤0.01% 8030
2019
Q2 		$863K Buy
+112,701
New +$857K ﹤0.01% 6018
2017
Q3 		– Sell
-24,602
Closed -$190K – 9387
2017
Q2 		$190K Buy
+24,602
New +$193K ﹤0.01% 8333
2017
Q1 		– Sell
-12,911
Closed -$93K – 9662
2016
Q4 		$93K Buy
+12,911
New +$97.2K ﹤0.01% 9120

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

Jeff Yass's OIA Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco Municipal Income Opportunities Trust (OIA) in Q2 2026: 16,489 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #12480 among its holdings. This is a return to the name: Jeff Yass previously reported a position in OIA as recently as Q4 2025.

Jeff Yass first reported a position in OIA in Q4 2016 and has held it in 13 quarters since. The position peaked at $863K in Q2 2019. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Jeff Yass held 16,489 shares of Invesco Municipal Income Opportunities Trust worth $102K as of Q2 2026.
  • Invesco Municipal Income Opportunities Trust was a new Jeff Yass position in Q2 2026.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12480 holding.
  • Jeff Yass first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2016 and has held it in 13 quarters since.
  • Jeff Yass's Invesco Municipal Income Opportunities Trust position peaked at $863K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.