LPL Financial
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LPL Financial’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

LPL Financial’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 		$996K Buy
162,148
+11,227
+7% +$69.4K ﹤0.01% 4182
2025
Q4 		$907K Sell
150,921
-3,208
-2% -$19.3K ﹤0.01% 4170
2025
Q3 		$929K Buy
154,129
+14,396
+10% +$82.9K ﹤0.01% 4068
2025
Q2 		$803K Buy
139,733
+23,108
+20% +$133K ﹤0.01% 3945
2025
Q1 		$702K Sell
116,625
-5,169
-4% -$31.4K ﹤0.01% 3848
2024
Q4 		$719K Sell
121,794
-43,115
-26% -$281K ﹤0.01% 3768
2024
Q3 		$1.13M Buy
164,909
+17,300
+12% +$113K ﹤0.01% 3266
2024
Q2 		$937K Sell
147,609
-13,972
-9% -$87.6K ﹤0.01% 3326
2024
Q1 		$1.06M Sell
161,581
-9,451
-6% -$60.4K ﹤0.01% 3133
2023
Q4 		$1.09M Buy
171,032
+3,709
+2% +$21.7K ﹤0.01% 2980
2023
Q3 		$972K Sell
167,323
-27,876
-14% -$172K ﹤0.01% 2921
2023
Q2 		$1.22M Buy
195,199
+47,627
+32% +$296K ﹤0.01% 2689
2023
Q1 		$980K Sell
147,572
-20,668
-12% -$138K ﹤0.01% 2768
2022
Q4 		$1.05M Buy
168,240
+56,478
+51% +$341K ﹤0.01% 2605
2022
Q3 		$655K Buy
111,762
+14,279
+15% +$93.6K ﹤0.01% 2901
2022
Q2 		$629K Sell
97,483
-7,784
-7% -$51.2K ﹤0.01% 2999
2022
Q1 		$747K Buy
105,267
+32,362
+44% +$237K ﹤0.01% 2857
2021
Q4 		$583K Buy
72,905
+10,028
+16% +$79.7K ﹤0.01% 3145
2021
Q3 		$500K Buy
62,877
+5,884
+10% +$48.4K ﹤0.01% 3210
2021
Q2 		$474K Buy
56,993
+999
+2% +$8.07K ﹤0.01% 3207
2021
Q1 		$442K Buy
55,994
+2,000
+4% +$15.8K ﹤0.01% 3128
2020
Q4 		$426K Sell
53,994
-369
-0.7% -$2.75K ﹤0.01% 2903
2020
Q3 		$397K Sell
54,363
-19,625
-27% -$145K ﹤0.01% 2670
2020
Q2 		$530K Buy
73,988
+1,808
+3% +$12.4K ﹤0.01% 2335
2020
Q1 		$497K Buy
72,180
+5,415
+8% +$41.5K ﹤0.01% 2109
2019
Q4 		$527K Buy
66,765
+15,785
+31% +$123K ﹤0.01% 2333
2019
Q3 		$404K Buy
50,980
+1,712
+3% +$13.4K ﹤0.01% 2440
2019
Q2 		$377K Buy
49,268
+9,732
+25% +$74K ﹤0.01% 2510
2019
Q1 		$308K Sell
39,536
-409
-1% -$3.1K ﹤0.01% 2610
2018
Q4 		$278K Buy
39,945
+7,256
+22% +$52.5K ﹤0.01% 2526
2018
Q3 		$251K Buy
32,689
+90
+0.3% +$696 ﹤0.01% 2832
2018
Q2 		$246K Buy
32,599
+93
+0.3% +$694 ﹤0.01% 2829
2018
Q1 		$241K Buy
32,506
+18,818
+137% +$145K ﹤0.01% 2811
2017
Q4 		$110K Buy
13,688
+1,180
+9% +$9.39K ﹤0.01% 2924
2017
Q3 		$99K Sell
12,508
-6,400
-34% -$50.5K ﹤0.01% 2775
2017
Q2 		$146K Sell
18,908
-84,639
-82% -$663K ﹤0.01% 2662
2017
Q1 		$791K Sell
103,547
-17,562
-15% -$132K 0.01% 1428
2016
Q4 		$871K Sell
121,109
-10,088
-8% -$76K 0.01% 1315
2016
Q3 		$1.07M Buy
131,197
+10,375
+9% +$84.5K 0.01% 1140
2016
Q2 		$988K Sell
120,822
-144,116
-54% -$1.13M 0.01% 1175
2016
Q1 		$2.04M Sell
264,938
-20,195
-7% -$151K 0.01% 1189
2015
Q4 		$2.11M Buy
285,133
+133,338
+88% +$936K 0.01% 1139
2015
Q3 		$1.04M Sell
151,795
-81,676
-35% -$549K 0.01% 1212
2015
Q2 		$1.55M Buy
233,471
+18,564
+9% +$128K 0.01% 1065
2015
Q1 		$1.53M Buy
214,907
+30,928
+17% +$217K 0.01% 1078
2014
Q4 		$1.28M Sell
183,979
-5,333
-3% -$36.4K 0.01% 1131
2014
Q3 		$1.29M Sell
189,312
-7,982
-4% -$54.8K 0.01% 1110
2014
Q2 		$1.37M Buy
197,294
+873
+0.4% +$6.04K 0.01% 1115
2014
Q1 		$1.3M Sell
196,421
-112,283
-36% -$730K 0.01% 1097
2013
Q4 		$1.91M Sell
308,704
-2,650
-0.9% -$16.3K 0.01% 847
2013
Q3 		$1.89M Buy
311,354
+133,682
+75% +$834K 0.01% 815
2013
Q2 		$1.17M Buy
+177,672
New +$1.24M 0.01% 1028

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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's OIA Position: Q1 2026 in Review

LPL Financial increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 7.4% in Q1 2026, buying an estimated $69.4K and bringing the position to 162,148 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #4182.

LPL Financial first reported a position in OIA in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.11M in Q4 2015. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • LPL Financial held 162,148 shares of Invesco Municipal Income Opportunities Trust worth $996K as of Q1 2026.
  • LPL Financial bought 11,227 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $69.4K.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4182 holding.
  • LPL Financial first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco Municipal Income Opportunities Trust position peaked at $2.11M in Q4 2015.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.