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Keudell/Morrison Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Keudell/Morrison Wealth Management’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 		$254K Buy
+44,250
New +$255K 0.06% 191
2024
Q3 		– Sell
-11,270
Closed -$71.6K – 227
2024
Q2 		$71.6K Buy
+11,270
New +$70.7K 0.02% 203
2023
Q4 		– Sell
-18,395
Closed -$107K – 194
2023
Q3 		$107K Hold
18,395
– – 0.03% 176
2023
Q2 		$115K Sell
18,395
-5,100
-22% -$31.7K 0.03% 184
2023
Q1 		$156K Sell
23,495
-11,500
-33% -$76.9K 0.05% 180
2022
Q4 		$218K Sell
34,995
-6,942
-17% -$41.9K 0.07% 175
2022
Q3 		$246K Buy
41,937
+13,185
+46% +$86.4K 0.09% 156
2022
Q2 		$185K Buy
+28,752
New +$189K 0.07% 168

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

Keudell/Morrison Wealth Management's OIA Position: Q2 2025 in Review

Keudell/Morrison Wealth Management opened a new position in Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025: 44,250 shares worth $254K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in OIA as recently as Q2 2024.

Keudell/Morrison Wealth Management first reported a position in OIA in Q2 2022 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

  • Keudell/Morrison Wealth Management held 44,250 shares of Invesco Municipal Income Opportunities Trust worth $254K as of Q2 2025.
  • Invesco Municipal Income Opportunities Trust was a new Keudell/Morrison Wealth Management position in Q2 2025.
  • Invesco Municipal Income Opportunities Trust made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #191 holding.
  • Keudell/Morrison Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2022 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.