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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
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
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

Steward Partners Investment Advisory's OIA Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Invesco Municipal Income Opportunities Trust (OIA) in Q1 2026: 4,702 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #3063 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in OIA as recently as Q3 2023.

Steward Partners Investment Advisory first reported a position in OIA in Q1 2023 and has held it in 4 quarters since. The position peaked at $63.1K in Q1 2023. 74 funds tracked by Wall St. Rank hold OIA as of Q1 2026.

  • Steward Partners Investment Advisory held 4,702 shares of Invesco Municipal Income Opportunities Trust worth $28.9K as of Q1 2026.
  • Invesco Municipal Income Opportunities Trust was a new Steward Partners Investment Advisory position in Q1 2026.
  • Invesco Municipal Income Opportunities Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3063 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Municipal Income Opportunities Trust in Q1 2023 and has held it in 4 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 Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.