Melfa Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Melfa 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
2026 Q2	$464K	Hold	74,780	–	–	0.25%	82
2026 Q1	$459K	Hold	74,780	–	–	0.26%	85
2025 Q4	$449K	Sell	74,780 -10,649	-12%	-$64.2K	0.26%	90
2025 Q3	$515K	Hold	85,429	–	–	0.3%	84
2025 Q2	$491K	Buy	85,429 +9,750	+13%	+$56.2K	0.31%	77
2025 Q1	$456K	Hold	75,679	–	–	0.31%	81
2024 Q4	$447K	Hold	75,679	–	–	0.3%	85
2024 Q3	$519K	Hold	75,679	–	–	0.34%	76
2024 Q2	$481K	Hold	75,679	–	–	0.34%	76
2024 Q1	$494K	Buy	75,679 +479	+0.6%	+$3.06K	0.36%	72
2023 Q4	$478K	Buy	75,200 +3,595	+5%	+$21K	0.45%	56
2023 Q3	$416K	Buy	71,605 +458	+0.6%	+$2.83K	0.45%	59
2023 Q2	$444K	Buy	71,147 +440	+0.6%	+$2.74K	0.45%	62
2023 Q1	$469K	Sell	70,707 -3,566	-5%	-$23.8K	0.47%	60
2022 Q4	$463K	Buy	+74,273	New	+$448K	0.48%	58

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 $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Melfa Wealth Management's OIA Position: Q2 2026 in Review

Melfa Wealth Management held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 74,780 shares worth $464K. The position accounts for 0.25% of the portfolio, ranked #82.

Melfa Wealth Management first reported a position in OIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $519K in Q3 2024. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Melfa Wealth Management held 74,780 shares of Invesco Municipal Income Opportunities Trust worth $464K as of Q2 2026.
Melfa Wealth Management left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
Invesco Municipal Income Opportunities Trust made up 0.25% of Melfa Wealth Management's portfolio in Q2 2026, its #82 holding.
Melfa Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $519K in Q3 2024.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.