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Vista Investment Partners II’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

Vista Investment Partners II’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 		$86.6K Hold
13,947
– – 0.03% 159
2026
Q1 		$85.6K Hold
13,947
– – 0.04% 155
2025
Q4 		$83.8K Hold
13,947
– – 0.04% 149
2025
Q3 		$84.1K Buy
+13,947
New +$80.3K 0.04% 143

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
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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return
SWM
Stronghold Wealth Management Tampa, Florida $74.7M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Vista Investment Partners II's OIA Position: Q2 2026 in Review

Vista Investment Partners II held its Invesco Municipal Income Opportunities Trust (OIA) position steady in Q2 2026 at 13,947 shares worth $86.6K. The position accounts for 0.03% of the portfolio, ranked #159.

Vista Investment Partners II first reported a position in OIA in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold OIA as of Q2 2026.

  • Vista Investment Partners II held 13,947 shares of Invesco Municipal Income Opportunities Trust worth $86.6K as of Q2 2026.
  • Vista Investment Partners II left its Invesco Municipal Income Opportunities Trust share count unchanged in Q2 2026.
  • Invesco Municipal Income Opportunities Trust made up 0.03% of Vista Investment Partners II's portfolio in Q2 2026, its #159 holding.
  • Vista Investment Partners II first reported a position in Invesco Municipal Income Opportunities Trust in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.