Kestra Advisory Services’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Kestra Advisory Services’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	–	Sell	-3,923	Closed	-$23.6K	–	4000
2025 Q4	$23.6K	Buy	+3,923	New	+$23.7K	﹤0.01%	4417
2021 Q4	–	Sell	-20,404	Closed	-$162K	–	2143
2021 Q3	$162K	Buy	20,404 +17	+0.1%	+$140	﹤0.01%	2007
2021 Q2	$169K	Buy	20,387 +17	+0.1%	+$137	﹤0.01%	1900
2021 Q1	$161K	Sell	20,370 -56,121	-73%	-$443K	﹤0.01%	1771
2020 Q4	$597K	Buy	76,491 +51,454	+206%	+$383K	0.01%	1118
2020 Q3	$183K	Buy	+25,037	New	+$184K	﹤0.01%	1305

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

Kestra Advisory Services's OIA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2026, closing a stake of 3,923 shares — an estimated $23.6K sold.

Kestra Advisory Services first reported a position in OIA in Q3 2020 and held it in 6 quarters. The position peaked at $597K in Q4 2020. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

Kestra Advisory Services reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,923 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $23.6K.
Kestra Advisory Services first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2020 and held it in 6 quarters.
Kestra Advisory Services's Invesco Municipal Income Opportunities Trust position peaked at $597K in Q4 2020.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.