Savvy Advisors Inc’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Savvy Advisors Inc’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	$492K	Hold	80,050	–	–	0.01%	676
2025 Q4	$481K	Sell	80,050 -9,486	-11%	-$57.2K	0.02%	580
2025 Q3	$540K	Sell	89,536 -18,872	-17%	-$109K	0.02%	410
2025 Q2	$623K	Sell	108,408 -5,540	-5%	-$31.9K	0.04%	311
2025 Q1	$686K	Buy	113,948 +6,145	+6%	+$37.4K	0.07%	228
2024 Q4	$636K	Buy	+107,803	New	+$704K	0.08%	211

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Savvy Advisors Inc's OIA Position: Q1 2026 in Review

Savvy Advisors Inc held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q1 2026 at 80,050 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #676.

Savvy Advisors Inc first reported a position in OIA in Q4 2024 and has held it in 6 quarters since. The position peaked at $686K in Q1 2025. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

Savvy Advisors Inc held 80,050 shares of Invesco Municipal Income Opportunities Trust worth $492K as of Q1 2026.
Savvy Advisors Inc left its Invesco Municipal Income Opportunities Trust share count unchanged in Q1 2026.
Invesco Municipal Income Opportunities Trust made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #676 holding.
Savvy Advisors Inc first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
Savvy Advisors Inc's Invesco Municipal Income Opportunities Trust position peaked at $686K in Q1 2025.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.