Prospera Financial Services’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Prospera Financial 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
2025 Q3	–	Sell	-12,457	Closed	-$71.6K	–	1388
2025 Q2	$71.6K	Sell	12,457 -1,449	-10%	-$8.36K	﹤0.01%	1293
2025 Q1	$83.7K	Sell	13,906 -10,594	-43%	-$64.4K	﹤0.01%	1146
2024 Q4	$145K	Buy	24,500 +138	+0.6%	+$901	﹤0.01%	1103
2024 Q3	$167K	Buy	24,362 +267	+1%	+$1.74K	﹤0.01%	1084
2024 Q2	$153K	Buy	24,095 +283	+1%	+$1.77K	﹤0.01%	1089
2024 Q1	$156K	Buy	23,812 +1,658	+7%	+$10.6K	﹤0.01%	1058
2023 Q4	$141K	Buy	22,154 +4,214	+23%	+$24.7K	﹤0.01%	1014
2023 Q3	$104K	Buy	17,940 +4,164	+30%	+$25.8K	﹤0.01%	974
2023 Q2	$86K	Buy	+13,776	New	+$85.7K	﹤0.01%	980

Other funds holding OIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prospera Financial Services's OIA Position: Q3 2025 in Review

Prospera Financial Services sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q3 2025, closing a stake of 12,457 shares — an estimated $71.6K sold.

Prospera Financial Services first reported a position in OIA in Q2 2023 and held it in 9 quarters. The position peaked at $167K in Q3 2024. 61 funds tracked by Wall St. Rank hold OIA as of Q3 2025.

Prospera Financial Services reported no remaining Invesco Municipal Income Opportunities Trust position as of Q3 2025 after selling out during the quarter.
Prospera Financial Services sold 12,457 Invesco Municipal Income Opportunities Trust shares in Q3 2025, an estimated $71.6K.
Prospera Financial Services first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2023 and held it in 9 quarters.
Prospera Financial Services's Invesco Municipal Income Opportunities Trust position peaked at $167K in Q3 2024.
61 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.