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Marex Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Marex Group’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
-17,500
Closed -$105K – 1197
2025
Q4 		$105K Buy
+17,500
New +$106K ﹤0.01% 906
2025
Q1 		– Sell
-13,181
Closed -$77.8K – 809
2024
Q4 		$77.8K Buy
+13,181
New +$86.1K ﹤0.01% 628

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

Marex Group's OIA Position: Q1 2026 in Review

Marex Group sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q1 2026, closing a stake of 17,500 shares — an estimated $105K sold.

Marex Group first reported a position in OIA in Q4 2024 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Marex Group reported no remaining Invesco Municipal Income Opportunities Trust position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 17,500 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $105K.
  • Marex Group first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and held it in 2 quarters.
  • Marex Group's Invesco Municipal Income Opportunities Trust position peaked at $105K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.