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 Q2	$463K	Sell	74,600 -5,450	-7%	-$33.3K	0.01%	815
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 $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

Savvy Advisors Inc's OIA Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 6.8% in Q2 2026, selling an estimated $33.3K and leaving 74,600 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #815.

Savvy Advisors Inc first reported a position in OIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $686K in Q1 2025. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Savvy Advisors Inc held 74,600 shares of Invesco Municipal Income Opportunities Trust worth $463K as of Q2 2026.
Savvy Advisors Inc sold 5,450 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $33.3K.
Invesco Municipal Income Opportunities Trust made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #815 holding.
Savvy Advisors Inc first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2024 and has held it in 7 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 Q2 2026.

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