Invesco Municipal Income Opportunities Trust
OIA- Exchange
- NYSE
- SEC CIK
- 0000835333
No open-market purchases or sales by Invesco Municipal Income Opportunities Trust insiders were filed in the last 90 days; 74 institutions reported holding it in 13F filings for Q2 2026, worth $50.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 74
- 0 vs. Q1 2026
- Shares held
- 8.15M
- +22.7K (+0.3%) vs. Q1 2026
- Total value
- $50.6M
- +$710.4K (+1.4%) vs. Q1 2026
- New holders
- 8
- 20 more added
- Sold out
- 8
- 13 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $50.6M |
| Q1 2026 | 74 | $49.9M |
| Q4 2025 | 70 | $47.1M |
| Q3 2025 | 61 | $42.0M |
| Q2 2025 | 69 | $43.0M |
| Q1 2025 | 72 | $44.7M |
| Q4 2024 | 72 | $39.2M |
| Q3 2024 | 63 | $43.0M |
| Q2 2024 | 61 | $37.3M |
| Q1 2024 | 59 | $40.0M |
| Q4 2023 | 66 | $38.9M |
| Q3 2023 | 54 | $34.1M |
| Q2 2023 | 60 | $32.6M |
| Q1 2023 | 57 | $35.2M |
| Q4 2022 | 64 | $34.4M |
| Q3 2022 | 60 | $30.8M |
| Q2 2022 | 64 | $33.5M |
| Q1 2022 | 62 | $40.3M |
| Q4 2021 | 58 | $39.7M |
| Q3 2021 | 60 | $38.5M |
| Q2 2021 | 54 | $39.1M |
| Q1 2021 | 53 | $35.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,259,187 | $7.82M | 0.22% | −25,135−2.0% | Reduced |
| Guggenheim Capital LLC | 889,362 | $5.52M | 0.04% | −66,910−7.0% | Reduced |
| Raymond James Financial Inc | 694,936 | $4.32M | 0.00% | −49,141−6.6% | Reduced |
| Bank of America Corp | 692,453 | $4.30M | 0.00% | −167,508−19.5% | Reduced |
| Ameriprise Financial Inc | 565,992 | $3.52M | 0.00% | −4,688−0.8% | Reduced |
| Morgan Stanley | 430,527 | $2.67M | 0.00% | +8,839+2.1% | Added |
| Wells Fargo & Company | 323,013 | $2.01M | 0.00% | +26,991+9.1% | Added |
| Van Eck Associates Corp | 284,491 | $1.77M | 0.00% | +10,076+3.7% | Added |
| UBS Group AG | 267,645 | $1.66M | 0.00% | −2,977−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 259,106 | $1.61M | 0.00% | +11,709+4.7% | Added |
| The PNC Financial Services Group, Inc. | 243,492 | $1.51M | 0.00% | +19,895+8.9% | Added |
| Advisor Group Holdings, Inc. | 206,278 | $1.28M | 0.00% | +69,090+50.4% | Added |
| Envestnet Asset Management Inc | 162,358 | $1.01M | 0.00% | +19,621+13.7% | Added |
| LPL Financial LLC | 152,975 | $950.0K | 0.00% | −9,173−5.7% | Reduced |
| Invesco Ltd. | 142,145 | $882.7K | 0.00% | +78,287+122.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 117,079 | $727.0K | 0.00% | +2,339+2.0% | Added |
| Cetera Investment Advisers | 103,507 | $642.8K | 0.00% | +6,994+7.2% | Added |
| GWM Advisors LLC | 99,451 | $617.6K | 0.00% | +45,739+85.2% | Added |
| MML Investors Services, LLC | 76,117 | $472.7K | 0.00% | +5,772+8.2% | Added |
| Melfa Wealth Management, LLC | 74,780 | $464.4K | 0.25% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 74,600 | $463.3K | 0.01% | −5,450−6.8% | Reduced |
| Rivernorth Capital Management, LLC | 62,345 | $387.2K | 0.02% | +62,345 | New |
| Janney Montgomery Scott LLC | 62,274 | $387.0K | 0.00% | +225+0.4% | Added |
| HighTower Advisors, LLC | 56,684 | $352.0K | 0.00% | +796+1.4% | Added |
| Midwest Trust Co | 43,009 | $267.1K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 39,505 | $245.3K | 0.12% | −2,788−6.6% | Reduced |
| Insight Wealth Strategies, LLC | 39,214 | $244.7K | 0.02% | +250+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 37,979 | $235.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 37,897 | $235.0K | 0.00% | +146+0.4% | Added |
| Rockefeller Capital Management L.P. | 35,340 | $219.5K | 0.00% | −6,621−15.8% | Reduced |
| Burford Brothers, Inc. | 34,470 | $214.1K | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 31,000 | $192.5K | 0.00% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 28,793 | $178.8K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 28,008 | $173.9K | 0.00% | −4,714−14.4% | Reduced |
| Readystate Asset Management LP | 27,989 | $173.8K | 0.01% | +27,989 | New |
| Stronghold Wealth Management L.L.C. | 25,811 | $160.3K | 0.21% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 25,646 | $159.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,861 | $142.0K | 0.00% | +22,861 | New |
| Southern Financial Group, LLC | 20,986 | $130.3K | 0.03% | −10.0% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $124.2K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $124.2K | 0.00% | +20,000 | New |
| Phoenix Wealth Advisors | 19,526 | $121.3K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,451 | $114.6K | 0.00% | +252+1.4% | Added |
| River Street Advisors LLC | 18,450 | $114.6K | 0.03% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 17,830 | $110.7K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,783 | $110.4K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 16,983 | $105.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 16,776 | $104.2K | 0.03% | +154+0.9% | Added |
| Susquehanna International Group, LLP | 16,489 | $102.4K | 0.00% | +16,489 | New |
| Baird Financial Group, Inc. | 16,015 | $99.5K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 15,969 | $99.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15,413 | $95.7K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $92.5K | 0.03% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $86.6K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $83.6K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,914 | $80.2K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,166 | $75.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,182 | $69.4K | 0.00% | −4,093−26.8% | Reduced |
| Cornerstone Wealth Management, LLC | 11,064 | $68.7K | 0.00% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,715 | $66.5K | 0.01% | +19+0.2% | Added |
| Entrewealth, LLC | 10,736 | $64.4K | 0.02% | 00.0% | Unchanged |
| Providence First Trust Co | 10,000 | $62.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,676 | $53.6K | 0.00% | +7,405+582.6% | Added |
| Steward Partners Investment Advisory, LLC | 4,702 | $29.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,440 | $27.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,400 | $14.9K | 0.00% | +2,400 | New |
| NBT Bank N A | 1,824 | $11.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 741 | $4.62K | 0.00% | +741 | New |
| Highline Wealth Partners LLC | 600 | $3.73K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 500 | $3.10K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 271 | $1.68K | 0.00% | +271 | New |
| Larson Financial Group LLC | 100 | $621 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −34,852−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −19,174−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,854−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,581−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,243−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |