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Southern Financial Group’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Southern Financial Group’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 		$130K Sell
20,986
-1
-0% -$6 0.03% 94
2026
Q1 		$129K Buy
20,987
+40
+0.2% +$247 0.04% 90
2025
Q4 		$126K Buy
+20,947
New +$126K 0.04% 83

Other funds holding OIA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Southern Financial Group's OIA Position: Q2 2026 in Review

Southern Financial Group reduced its Invesco Municipal Income Opportunities Trust (OIA) stake by 0% in Q2 2026, selling an estimated $6 and leaving 20,986 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #94.

Southern Financial Group first reported a position in OIA in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Southern Financial Group held 20,986 shares of Invesco Municipal Income Opportunities Trust worth $130K as of Q2 2026.
  • Southern Financial Group sold 1 Invesco Municipal Income Opportunities Trust share in Q2 2026, an estimated $6.
  • Invesco Municipal Income Opportunities Trust made up 0.03% of Southern Financial Group's portfolio in Q2 2026, its #94 holding.
  • Southern Financial Group first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.