AssuredPartners Investment Advisors, LLC OIA β€” INVESCO MUNI INCOME OPP TRST

Ownership history in AssuredPartners Investment Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

AssuredPartners Investment Advisors, LLC reported INVESCO MUNI INCOME OPP TRST (OIA) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows OIA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AssuredPartners Investment Advisors, LLC's position in INVESCO MUNI INCOME OPP TRST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OIA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AssuredPartners Investment Advisors, LLC held OIA β€” position size vs. price
% of Fund (quarterly)    OIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 10,715 +19 +0.2% 0.01% $67K 2026-08-10 $5.99
2026 Q1 INITIATED β€” β€” β€” 10,696 β€” β€” 0.01% $65K 2026-04-13 $6.00

FAQ About AssuredPartners Investment Advisors, LLC and OIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has AssuredPartners Investment Advisors, LLC reported owning OIA?

AssuredPartners Investment Advisors, LLC reported OIA across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported OIA position in AssuredPartners Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for OIA was 0.01% in 2026 Q1.

What is the latest reported OIA position on this page?

The most recent filing on this page is 2026 Q2, when AssuredPartners Investment Advisors, LLC reported 10,715 shares, equal to 0.01% of portfolio, with an estimated market value of $67K.

What does the chart on this OIA ownership page compare?

The chart compares AssuredPartners Investment Advisors, LLC's quarterly OIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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