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

Northwestern Mutual 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	$236K	Hold	37,979	–	–	﹤0.01%	1930
2026 Q1	$233K	Sell	37,979 -800	-2%	-$4.95K	﹤0.01%	1835
2025 Q4	$233K	Sell	38,779 -8,721	-18%	-$52.6K	﹤0.01%	1799
2025 Q3	$286K	Sell	47,500 -24,813	-34%	-$143K	﹤0.01%	1656
2025 Q2	$416K	Hold	72,313	–	–	﹤0.01%	1449
2025 Q1	$435K	Sell	72,313 -2,900	-4%	-$17.6K	﹤0.01%	1384
2024 Q4	$444K	Sell	75,213 -300	-0.4%	-$1.96K	﹤0.01%	1373
2024 Q3	$518K	Hold	75,513	–	–	﹤0.01%	1284
2024 Q2	$480K	Sell	75,513 -3,558	-4%	-$22.3K	﹤0.01%	1260
2024 Q1	$516K	Buy	79,071 +47	+0.1%	+$301	﹤0.01%	1235
2023 Q4	$502K	Sell	79,024 -2,152	-3%	-$12.6K	﹤0.01%	1201
2023 Q3	$472K	Sell	81,176 -905	-1%	-$5.6K	﹤0.01%	1179
2023 Q2	$512K	Sell	82,081 -4,957	-6%	-$30.8K	﹤0.01%	1149
2023 Q1	$578K	Sell	87,038 -5,540	-6%	-$37K	﹤0.01%	1079
2022 Q4	$578K	Sell	92,578 -40,031	-30%	-$242K	﹤0.01%	1052
2022 Q3	$778K	Buy	132,609 +7,067	+6%	+$46.3K	﹤0.01%	902
2022 Q2	$810K	Sell	125,542 -102,596	-45%	-$675K	﹤0.01%	884
2022 Q1	$1.62M	Sell	228,138 -6,994	-3%	-$51.3K	﹤0.01%	691
2021 Q4	$1.88M	Buy	235,132 +13,625	+6%	+$108K	﹤0.01%	623
2021 Q3	$1.76M	Sell	221,507 -84,268	-28%	-$693K	﹤0.01%	603
2021 Q2	$2.54M	Buy	305,775 +29,314	+11%	+$237K	﹤0.01%	506
2021 Q1	$2.18M	Buy	276,461 +46,418	+20%	+$366K	﹤0.01%	495
2020 Q4	$1.82M	Buy	230,043 +26,542	+13%	+$198K	﹤0.01%	500
2020 Q3	$1.49M	Sell	203,501 -2,619	-1%	-$19.3K	﹤0.01%	488
2020 Q2	$1.48M	Sell	206,120 -15,591	-7%	-$107K	﹤0.01%	460
2020 Q1	$1.53M	Sell	221,711 -2,652	-1%	-$20.3K	0.01%	409
2019 Q4	$1.77M	Buy	224,363 +12,096	+6%	+$94.4K	0.01%	417
2019 Q3	$1.68M	Buy	212,267 +24,126	+13%	+$189K	0.01%	410
2019 Q2	$1.44M	Buy	188,141 +155,830	+482%	+$1.19M	0.01%	421
2019 Q1	$251K	Buy	32,311 +1,042	+3%	+$7.9K	﹤0.01%	795
2018 Q4	$218K	Sell	31,269 -8,573	-22%	-$62K	﹤0.01%	769
2018 Q3	$306K	Buy	39,842 +9,453	+31%	+$73.1K	﹤0.01%	689
2018 Q2	$229K	Buy	30,389 +29,582	+3,666%	+$221K	﹤0.01%	734
2018 Q1	$6K	Buy	807 +47	+6%	+$363	﹤0.01%	1868
2017 Q4	$6K	Hold	760	–	–	﹤0.01%	1889
2017 Q3	$6K	Buy	760 +69	+10%	+$544	﹤0.01%	1786
2017 Q2	$5K	Hold	691	–	–	﹤0.01%	1751
2017 Q1	$5K	Hold	691	–	–	﹤0.01%	1718
2016 Q4	$5K	Hold	691	–	–	﹤0.01%	1857
2016 Q3	$5K	Hold	691	–	–	﹤0.01%	1752
2016 Q2	$6K	Hold	691	–	–	﹤0.01%	1538
2016 Q1	$5K	Hold	691	–	–	﹤0.01%	1644
2015 Q4	$5K	Hold	691	–	–	﹤0.01%	1307
2015 Q3	$5K	Sell	691 -626	-48%	-$4.2K	﹤0.01%	1254
2015 Q2	$9K	Hold	1,317	–	–	﹤0.01%	1020
2015 Q1	$9K	Hold	1,317	–	–	﹤0.01%	1065
2014 Q4	$9K	Hold	1,317	–	–	﹤0.01%	1106
2014 Q3	$9K	Buy	1,317 +800	+155%	+$5.5K	﹤0.01%	941
2014 Q2	$4K	Buy	517 +3	+0.6%	+$21	﹤0.01%	1052
2014 Q1	$3K	Buy	514 +8	+2%	+$52	﹤0.01%	1091
2013 Q4	$3K	Buy	+506	New	+$3.12K	﹤0.01%	1182

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

Northwestern Mutual Wealth Management's OIA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 37,979 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Northwestern Mutual Wealth Management first reported a position in OIA in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.54M in Q2 2021. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Northwestern Mutual Wealth Management held 37,979 shares of Invesco Municipal Income Opportunities Trust worth $236K as of Q2 2026.
Northwestern Mutual Wealth Management left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1930 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and has held it in 51 quarters since.
Northwestern Mutual Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $2.54M in Q2 2021.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.