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

Phoenix Wealth 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 		$120K Buy
19,526
+8,291
+74% +$51.3K 0.05% 125
2025
Q4 		$67.5K Hold
11,235
– – 0.03% 126
2025
Q3 		$67.7K Hold
11,235
– – 0.03% 129
2025
Q2 		$64.6K Hold
11,235
– – 0.03% 123
2025
Q1 		$67.6K Hold
11,235
– – 0.03% 123
2024
Q4 		$66.3K Hold
11,235
– – 0.03% 119
2024
Q3 		$77.1K Hold
11,235
– – 0.04% 121
2024
Q2 		$71.3K Sell
11,235
-1,049
-9% -$6.58K 0.04% 119
2024
Q1 		$80.2K Buy
+12,284
New +$78.6K 0.05% 112
2021
Q4 		– Sell
-2,100
Closed -$17K – 285
2021
Q3 		$17K Buy
+2,100
New +$17.3K 0.01% 275

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

Phoenix Wealth Advisors's OIA Position: Q1 2026 in Review

Phoenix Wealth Advisors increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 74% in Q1 2026, buying an estimated $51.3K and bringing the position to 19,526 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #125.

Phoenix Wealth Advisors first reported a position in OIA in Q3 2021 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Phoenix Wealth Advisors held 19,526 shares of Invesco Municipal Income Opportunities Trust worth $120K as of Q1 2026.
  • Phoenix Wealth Advisors bought 8,291 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $51.3K.
  • Invesco Municipal Income Opportunities Trust made up 0.05% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • Phoenix Wealth Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.