Phoenix Wealth Advisors
Position in OIA — Invesco Municipal Income Opportunities Trust
CIK 1842362
CHAPEL HILL, NC
Position in OIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$121,256
+$1,367 QoQ
Shares Held
19,526
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#42
of 74 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OIA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Phoenix Wealth Advisors holds $717,300 across 3 Asset Management names. OIA ranks #3 (16.9% of the industry book) .
All Filings in OIA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,256 | 19,526 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $119,889 | 19,526 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $67,522 | 11,235 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $67,747 | 11,235 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $64,601 | 11,235 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $67,634 | 11,235 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $66,286 | 11,235 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $77,072 | 11,235 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $71,342 | 11,235 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $80,214 | 12,284 | Shares | Sole | 2024-04-26 | |
| 2021-09-30 | $16,695 | 2,100 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||