Steward Partners Investment Advisory’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Steward Partners Investment Advisory’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	$29.2K	Hold	4,702	–	–	﹤0.01%	3244
2026 Q1	$28.9K	Buy	+4,702	New	+$29.1K	﹤0.01%	3063
2023 Q4	–	Sell	-9,500	Closed	-$55.2K	–	3545
2023 Q3	$55.2K	Hold	9,500	–	–	﹤0.01%	1864
2023 Q2	$59.3K	Hold	9,500	–	–	﹤0.01%	1813
2023 Q1	$63.1K	Buy	+9,500	New	+$63.5K	﹤0.01%	1775

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

Steward Partners Investment Advisory's OIA Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 4,702 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3244.

Steward Partners Investment Advisory first reported a position in OIA in Q1 2023 and has held it in 5 quarters since. The position peaked at $63.1K in Q1 2023. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Steward Partners Investment Advisory held 4,702 shares of Invesco Municipal Income Opportunities Trust worth $29.2K as of Q2 2026.
Steward Partners Investment Advisory left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3244 holding.
Steward Partners Investment Advisory first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2023 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Invesco Municipal Income Opportunities Trust position peaked at $63.1K in Q1 2023.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.