Insight Wealth Strategies, LLC

Position in OIA — Invesco Municipal Income Opportunities Trust

CIK 1749914 SAN RAMON, CA

Position in OIA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$243,518

+$4,280 QoQ

Shares Held

39,214

+0.6% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

of 23 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Insight Wealth Strategies, LLC holds $663,283 across 3 Asset Management names. OIA ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMO	Invesco Municipal Opportunity Trust	28,558	$281,867
2	OIA	Invesco Municipal Income Opportunities Trust This page	39,214	$243,518
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	11,746	$137,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,518	39,214	+0.6%	Shares	Sole	2026-07-10
2026-03-31	$239,238	38,964	+0.6%	Shares	Sole	2026-04-10
2025-12-31	$232,707	38,720	-1.6%	Shares	Sole	2026-01-02
2025-09-30	$237,340	39,360	+0.7%	Shares	Sole	2025-10-06
2025-06-30	$224,842	39,103	+0.6%	Shares	Sole	2025-07-07
2025-03-31	$233,883	38,851	+0.6%	Shares	Sole	2025-04-03
2024-12-31	$227,846	38,618	+0.6%	Shares	Sole	2025-01-06
2024-09-30	$263,382	38,394	+0.6%	Shares	Sole	2024-10-07
2024-06-30	$242,462	38,183	+0.6%	Shares	Sole	2024-07-08
2024-03-31	$247,885	37,961	+0.5%	Shares	Sole	2024-04-05
2023-12-31	$239,744	37,755	+0.6%	Shares	Sole	2024-01-12
2023-09-30	$218,130	37,544	+0.5%	Shares	Sole	2023-10-13
2023-06-30	$233,045	37,347	+0.5%	Shares	Sole	2023-07-14
2023-03-31	$246,729	37,158	+0.5%	Shares	Sole	2023-04-06
2022-12-31	$230,699	36,971	-12.6%	Shares	Sole	2023-01-06
2022-09-30	$247,954	42,313	0.0%	Shares	Sole	2022-10-03
2022-06-30	$272,918	42,313	-2.5%	Shares	Sole	2022-07-01
2022-03-31	$307,990	43,379	+0.4%	Shares	Sole	2022-04-12
2021-12-31	$345,608	43,201	+0.4%	Shares	Sole	2022-01-31
2021-09-30	$342,199	43,044	+0.4%	Shares	Sole	2021-10-28
2021-06-30	$356,407	42,889	-10.1%	Shares	Sole	2021-08-12
2021-03-31	$376,605	47,732	+0.3%	Shares	Sole	2021-05-12
2020-12-31	$375,343	47,572	+37.2%	Shares	Sole	2021-02-05
2020-09-30	$253,039	34,663	+0.5%	Shares	Sole	2020-10-29
2020-06-30	$246,991	34,496	+17.7%	Shares	Sole	2020-07-31
2020-03-31	$201,707	29,318	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.