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

McClarren Financial Advisors’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 		– Sell
-6
Closed -$6K – 226
2025
Q1 		$6K Buy
+6
New +$36 ﹤0.01% 228

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

McClarren Financial Advisors's OIA Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2025, closing a stake of 6 shares — an estimated $6K sold.

McClarren Financial Advisors first reported a position in OIA in Q1 2025 and held it in 1 quarter. The position peaked at $6K in Q1 2025. 69 funds tracked by Wall St. Rank hold OIA as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 6 Invesco Municipal Income Opportunities Trust shares in Q2 2025, an estimated $6K.
  • McClarren Financial Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2025 and held it in 1 quarter.
  • McClarren Financial Advisors's Invesco Municipal Income Opportunities Trust position peaked at $6K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.