Raymond James Financial’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Raymond James Financial’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	$4.57M	Buy	744,077 +90,882	+14%	+$562K	﹤0.01%	2664
2025 Q4	$3.93M	Buy	653,195 +106,320	+19%	+$641K	﹤0.01%	2697
2025 Q3	$3.3M	Buy	546,875 +386,668	+241%	+$2.23M	﹤0.01%	2782
2025 Q2	$921K	Buy	160,207 +5,909	+4%	+$34.1K	﹤0.01%	3643
2025 Q1	$929K	Sell	154,298 -10,662	-6%	-$64.8K	﹤0.01%	3551
2024 Q4	$973K	Buy	+164,960	New	+$1.08M	﹤0.01%	3471

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 $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial's OIA Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Municipal Income Opportunities Trust (OIA) stake by 14% in Q1 2026, buying an estimated $562K and bringing the position to 744,077 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Raymond James Financial first reported a position in OIA in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

Raymond James Financial held 744,077 shares of Invesco Municipal Income Opportunities Trust worth $4.57M as of Q1 2026.
Raymond James Financial bought 90,882 Invesco Municipal Income Opportunities Trust shares in Q1 2026, an estimated $562K.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2664 holding.
Raymond James Financial first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.