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NWF Advisory Services’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

NWF Advisory Services’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 		$74.7K Hold
12,166
– – 0.01% 397
2025
Q4 		$73.1K Hold
12,166
– – 0.01% 396
2025
Q3 		$73.4K Hold
12,166
– – 0.01% 403
2025
Q2 		$70K Buy
+12,166
New +$70.2K 0.01% 405

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

NWF Advisory Services's OIA Position: Q1 2026 in Review

NWF Advisory Services held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q1 2026 at 12,166 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #397.

NWF Advisory Services first reported a position in OIA in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • NWF Advisory Services held 12,166 shares of Invesco Municipal Income Opportunities Trust worth $74.7K as of Q1 2026.
  • NWF Advisory Services left its Invesco Municipal Income Opportunities Trust share count unchanged in Q1 2026.
  • Invesco Municipal Income Opportunities Trust made up 0.01% of NWF Advisory Services's portfolio in Q1 2026, its #397 holding.
  • NWF Advisory Services first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.