Southern Financial Group, LLC
Position in OIA — Invesco Municipal Income Opportunities Trust
CIK 2140714
BIRMINGHAM, AL
Position in OIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$130,323
+$1,463 QoQ
Shares Held
20,986
-0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#9
of 23 holders
Holding Since
Dec 2025
3 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, 2026Southern Financial Group, LLC holds $304,887 across 2 Asset Management names. OIA ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GSBD |
Goldman Sachs BDC, Inc.
|
18,414 | $174,564 | |
| 2 | OIA |
Invesco Municipal Income Opportunities Trust
This page
|
20,986 | $130,323 |
All Filings in OIA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,323 | 20,986 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $128,860 | 20,987 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $125,891 | 20,947 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||