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

Truist Financial’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	–	Sell	-19,174	Closed	-$118K	–	2982
2026 Q1	$118K	Buy	19,174 +13	+0.1%	+$80	﹤0.01%	2705
2025 Q4	$115K	Buy	19,161 +13	+0.1%	+$78	﹤0.01%	2669
2025 Q3	$115K	Buy	19,148 +13	+0.1%	+$75	﹤0.01%	2621
2025 Q2	$110K	Buy	19,135 +13	+0.1%	+$75	﹤0.01%	2488
2025 Q1	$115K	Sell	19,122 -8,804	-32%	-$53.5K	﹤0.01%	2434
2024 Q4	$165K	Buy	27,926 +133	+0.5%	+$868	﹤0.01%	2417
2024 Q3	$191K	Buy	27,793 +125	+0.5%	+$814	﹤0.01%	2359
2024 Q2	$176K	Buy	27,668 +132	+0.5%	+$828	﹤0.01%	2536
2024 Q1	$180K	Buy	27,536 +9,286	+51%	+$59.4K	﹤0.01%	2503
2023 Q4	$116K	Buy	18,250 +4,500	+33%	+$26.3K	﹤0.01%	2556
2023 Q3	$79.9K	Hold	13,750	–	–	﹤0.01%	2533
2023 Q2	$85.8K	Hold	13,750	–	–	﹤0.01%	2524
2023 Q1	$91.3K	Hold	13,750	–	–	﹤0.01%	2513
2022 Q4	$85.8K	Buy	+13,750	New	+$83K	﹤0.01%	2494

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

Truist Financial's OIA Position: Q2 2026 in Review

Truist Financial sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2026, closing a stake of 19,174 shares — an estimated $118K sold.

Truist Financial first reported a position in OIA in Q4 2022 and held it in 14 quarters. The position peaked at $191K in Q3 2024. 74 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

Truist Financial reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2026 after selling out during the quarter.
Truist Financial sold 19,174 Invesco Municipal Income Opportunities Trust shares in Q2 2026, an estimated $118K.
Truist Financial first reported a position in Invesco Municipal Income Opportunities Trust in Q4 2022 and held it in 14 quarters.
Truist Financial's Invesco Municipal Income Opportunities Trust position peaked at $191K in Q3 2024.
74 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.