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 2021
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 2021. 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
- 54
- +1 vs. Q1 2021
- Shares held
- 4.70M
- +255.7K (+5.8%) vs. Q1 2021
- Total value
- $39.1M
- +$3.97M (+11.3%) vs. Q1 2021
- New holders
- 5
- 17 more added
- Sold out
- 4
- 10 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 807,202 | $6.69M | 0.00% | −159,730−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 469,320 | $3.90M | 0.01% | +105,159+28.9% | Added |
| Guggenheim Capital LLC | 452,986 | $3.76M | 0.02% | +84,453+22.9% | Added |
| Commonwealth Equity Services, LLC | 374,383 | $3.11M | 0.01% | +223,590+148.3% | Added |
| Morgan Stanley | 323,196 | $2.69M | 0.00% | +34,719+12.0% | Added |
| Northwestern Mutual Wealth Management Co | 305,775 | $2.54M | 0.00% | +29,314+10.6% | Added |
| Bank of America Corp | 233,115 | $1.94M | 0.00% | +10,590+4.8% | Added |
| Cetera Advisor Networks LLC | 223,695 | $1.86M | 0.03% | +11,235+5.3% | Added |
| Berkeley, Inc | 175,497 | $1.46M | 1.04% | +1,385+0.8% | Added |
| Van Eck Associates Corp | 157,509 | $1.31M | 0.00% | +16,485+11.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 105,083 | $873.0K | 0.00% | −2,703−2.5% | Reduced |
| Wells Fargo & Company | 91,556 | $761.0K | 0.00% | −17,052−15.7% | Reduced |
| MML Investors Services, LLC | 88,338 | $734.0K | 0.01% | +3,194+3.8% | Added |
| UBS Group AG | 79,893 | $664.0K | 0.00% | −3,854−4.6% | Reduced |
| IHT Wealth Management, LLC | 78,888 | $656.0K | 0.04% | −6,111−7.2% | Reduced |
| LPL Financial LLC | 56,993 | $474.0K | 0.00% | +999+1.8% | Added |
| United Capital Financial Advisers, LLC | 56,545 | $470.0K | 0.00% | −2,233−3.8% | Reduced |
| Royal Bank of Canada | 50,604 | $421.0K | 0.00% | +158+0.3% | Added |
| HighTower Advisors, LLC | 44,792 | $372.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 42,889 | $356.0K | 0.05% | −4,843−10.1% | Reduced |
| Rockefeller Capital Management L.P. | 41,597 | $345.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 38,715 | $322.0K | 0.00% | −1,145−2.9% | Reduced |
| Bluesphere Advisors, LLC | 29,977 | $249.0K | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,879 | $248.0K | 0.00% | +7,867+35.7% | Added |
| Providence First Trust Co | 28,200 | $234.0K | 0.11% | 00.0% | Unchanged |
| Advisor Resource Council | 24,062 | $200.0K | 0.02% | +24,062 | New |
| Stifel Financial Corp | 23,258 | $193.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,387 | $169.0K | 0.00% | +17+0.1% | Added |
| TownSquare Capital, LLC | 20,345 | $168.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20,000 | $166.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $166.0K | 0.07% | 00.0% | Unchanged |
| Private Ocean, LLC | 20,007 | $166.0K | 0.02% | +1,887+10.4% | Added |
| Baird Financial Group, Inc. | 18,852 | $157.0K | 0.00% | +18,852 | New |
| Legacy Wealth Planning, LLC | 15,275 | $127.0K | 0.14% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $101.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,101 | $101.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,150 | $101.0K | 0.00% | +1,620+15.4% | Added |
| Moors & Cabot, Inc. | 12,000 | $100.0K | 0.01% | −7,975−39.9% | Reduced |
| Centaurus Financial, Inc. | 11,150 | $93.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,964 | $91.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 8,904 | $74.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $66.0K | 0.03% | +8,000 | New |
| The PNC Financial Services Group, Inc. | 7,782 | $65.0K | 0.00% | +2,259+40.9% | Added |
| Newbridge Financial Services Group, Inc. | 5,296 | $44.0K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,303 | $36.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,168 | $35.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,481 | $29.0K | 0.00% | −2,460−41.4% | Reduced |
| Advisory Services Network, LLC | 3,342 | $28.0K | 0.00% | +3,342 | New |
| Spire Wealth Management | 3,000 | $25.0K | 0.00% | +3,000 | New |
| Geneos Wealth Management Inc. | 2,100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $7.00K | 0.00% | – | – |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −104,012−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −17,467−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |