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MWM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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