SWM
OIA icon

Silverlake Wealth Management’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Silverlake Wealth Management’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 		$109K Hold
17,783
– – 0.02% 370
2025
Q4 		$107K Buy
17,783
+84
+0.5% +$507 0.02% 351
2025
Q3 		$107K Buy
17,699
+130
+0.7% +$749 0.03% 337
2025
Q2 		$101K Buy
17,569
+127
+0.7% +$732 0.03% 310
2025
Q1 		$105K Buy
17,442
+118
+0.7% +$717 0.04% 257
2024
Q4 		$102K Buy
17,324
+112
+0.7% +$731 0.04% 264
2024
Q3 		$118K Buy
17,212
+107
+0.6% +$697 0.04% 269
2024
Q2 		$109K Buy
17,105
+111
+0.7% +$696 0.04% 272
2024
Q1 		$111K Buy
16,994
+137
+0.8% +$876 0.06% 233
2023
Q4 		$107K Sell
16,857
-7,592
-31% -$44.4K 0.06% 219
2023
Q3 		$142K Buy
24,449
+96
+0.4% +$594 0.08% 215
2023
Q2 		$152K Buy
24,353
+94
+0.4% +$585 0.08% 214
2023
Q1 		$161K Buy
24,259
+95
+0.4% +$635 0.1% 201
2022
Q4 		$151K Buy
24,164
+208
+0.9% +$1.25K 0.09% 197
2022
Q3 		$140K Sell
23,956
-2,670
-10% -$17.5K 0.1% 189
2022
Q2 		$172K Buy
26,626
+161
+0.6% +$1.06K 0.11% 192
2022
Q1 		$188K Buy
26,465
+171
+0.7% +$1.25K 0.11% 210
2021
Q4 		$210K Buy
+26,294
New +$209K 0.11% 206

Other funds holding OIA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Silverlake Wealth Management's OIA Position: Q1 2026 in Review

Silverlake Wealth Management held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q1 2026 at 17,783 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #370.

Silverlake Wealth Management first reported a position in OIA in Q4 2021 and has held it in 18 quarters since. The position peaked at $210K in Q4 2021. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Silverlake Wealth Management held 17,783 shares of Invesco Municipal Income Opportunities Trust worth $109K as of Q1 2026.
  • Silverlake Wealth Management left its Invesco Municipal Income Opportunities Trust share count unchanged in Q1 2026.
  • Invesco Municipal Income Opportunities Trust made up 0.02% of Silverlake Wealth Management's portfolio in Q1 2026, its #370 holding.
  • Silverlake Wealth Management first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's Invesco Municipal Income Opportunities Trust position peaked at $210K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.