AssuredPartners Investment Advisors, LLC
Position in OIA — Invesco Municipal Income Opportunities Trust
CIK 2055492
Tampa, FL
Position in OIA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$65,673
New position
Shares Held
10,696
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026AssuredPartners Investment Advisors, LLC holds $9,168,001 across 7 Asset Management names. OIA ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
39,245 | $4,512,782 | |
| 2 | BLK |
BlackRock, Inc.
|
2,728 | $2,623,544 | |
| 3 | PFG |
Principal Financial Group Inc
|
13,536 | $1,219,728 | |
| 4 | ARCC |
Ares Capital Corp
|
22,541 | $406,188 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
13,150 | $189,623 | |
| 6 | WT |
WisdomTree, Inc.
|
10,334 | $150,463 | |
| 7 | OIA |
Invesco Municipal Income Opportunities Trust
This page
|
10,696 | $65,673 |
All Filings in OIA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,673 | 10,696 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||