Northwestern Mutual Wealth Management
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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
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 Buy
+691
New +$5.2K ﹤0.01% 1857
2016
Q3 		– Sell
-691
Closed -$6K – 1097
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
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

Northwestern Mutual Wealth Management's OIA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 2.1% in Q1 2026, selling an estimated $4.95K and leaving 37,979 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Northwestern Mutual Wealth Management first reported a position in OIA in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.54M in Q2 2021. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Northwestern Mutual Wealth Management held 37,979 shares of Invesco Municipal Income Opportunities Trust worth $233K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 800 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $4.95K.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1835 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2013 and has held it in 49 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 Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.