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OIA icon

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

NewEdge 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
2026
Q1 		$330K Sell
53,712
-24,050
-31% -$149K ﹤0.01% 2271
2025
Q4 		$467K Buy
77,762
+17,010
+28% +$103K ﹤0.01% 2019
2025
Q3 		$366K Buy
60,752
+23,000
+61% +$132K ﹤0.01% 2033
2025
Q2 		$217K Sell
37,752
-3,800
-9% -$21.9K ﹤0.01% 2188
2025
Q1 		$250K Sell
41,552
-7,000
-14% -$42.6K ﹤0.01% 2000
2024
Q4 		$286K Buy
48,552
+1,769
+4% +$11.5K ﹤0.01% 1904
2024
Q3 		$321K Buy
46,783
+109
+0.2% +$710 ﹤0.01% 1761
2024
Q2 		$296K Buy
46,674
+4,815
+12% +$30.2K ﹤0.01% 1731
2024
Q1 		$273K Sell
41,859
-11,093
-21% -$70.9K ﹤0.01% 1688
2023
Q4 		$333K Buy
52,952
+26,372
+99% +$154K ﹤0.01% 1498
2023
Q3 		$154K Sell
26,580
-170
-0.6% -$1.05K ﹤0.01% 1708
2023
Q2 		$167K Sell
26,750
-230
-0.9% -$1.43K ﹤0.01% 1697
2023
Q1 		$179K Sell
26,980
-3,158
-10% -$21.1K ﹤0.01% 1577
2022
Q4 		$188 Buy
+30,138
New +$182K ﹤0.01% 3306
2022
Q3 		– Sell
-15,165
Closed -$97K – 1621
2022
Q2 		$97K Buy
+15,165
New +$99.8K ﹤0.01% 1481

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

NewEdge Advisors's OIA Position: Q1 2026 in Review

NewEdge Advisors reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 31% in Q1 2026, selling an estimated $149K and leaving 53,712 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

NewEdge Advisors first reported a position in OIA in Q2 2022 and has held it in 15 quarters since. The position peaked at $467K in Q4 2025. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • NewEdge Advisors held 53,712 shares of Invesco Municipal Income Opportunities Trust worth $330K as of Q1 2026.
  • NewEdge Advisors sold 24,050 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $149K.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2271 holding.
  • NewEdge Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Invesco Municipal Income Opportunities Trust position peaked at $467K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.