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 Q3	$69.7K	Hold	12,166	–	–	0.01%	425
2026 Q2	$75.6K	Hold	12,166	–	–	0.01%	440
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

NWF Advisory Services's OIA Position: Q3 2026 in Review

NWF Advisory Services held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q3 2026 at 12,166 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #425.

NWF Advisory Services first reported a position in OIA in Q2 2025 and has held it in 6 quarters since. The position peaked at $75.6K in Q2 2026. 13 funds tracked by Wall St. Rank hold OIA as of Q3 2026.

NWF Advisory Services held 12,166 shares of Invesco Municipal Income Opportunities Trust worth $69.7K as of Q3 2026.
NWF Advisory Services left its Invesco Municipal Income Opportunities Trust share count unchanged in Q3 2026.
Invesco Municipal Income Opportunities Trust made up 0.01% of NWF Advisory Services's portfolio in Q3 2026, its #425 holding.
NWF Advisory Services first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2025 and has held it in 6 quarters since.
NWF Advisory Services's Invesco Municipal Income Opportunities Trust position peaked at $75.6K in Q2 2026.
13 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.