Ken Fisher
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Ken Fisher’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Ken Fisher’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 		– Sell
-12,854
Closed -$78.9K – 1107
2026
Q1 		$78.9K Buy
+12,854
New +$79.5K ﹤0.01% 1005

Other funds holding OIA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Ken Fisher's OIA Position: Q2 2026 in Review

Ken Fisher sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2026, closing a stake of 12,854 shares — an estimated $78.9K sold.

Ken Fisher first reported a position in OIA in Q1 2026 and held it in 1 quarter. The position peaked at $78.9K in Q1 2026. 38 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Ken Fisher reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2026 after selling out during the quarter.
  • Ken Fisher sold 12,854 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $78.9K.
  • Ken Fisher first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2026 and held it in 1 quarter.
  • Ken Fisher's Invesco Municipal Income Opportunities Trust position peaked at $78.9K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.