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 Q2	$121K	Hold	19,526	–	–	0.04%	128
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

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

Phoenix Wealth Advisors's OIA Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 19,526 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #128.

Phoenix Wealth Advisors first reported a position in OIA in Q3 2021 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Phoenix Wealth Advisors held 19,526 shares of Invesco Municipal Income Opportunities Trust worth $121K as of Q2 2026.
Phoenix Wealth Advisors left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
Invesco Municipal Income Opportunities Trust made up 0.04% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Phoenix Wealth Advisors first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2021 and has held it in 11 quarters since.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.