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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $7.00K | 0.00% | – | – |
| Anchor Investment Management, LLC | 1,500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $25.0K | 0.00% | +3,000 | New |
| Advisory Services Network, LLC | 3,342 | $28.0K | 0.00% | +3,342 | New |
| Citigroup Inc | 3,481 | $29.0K | 0.00% | −2,460−41.4% | Reduced |
| Fifth Third Bancorp | 4,168 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,303 | $36.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,296 | $44.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,782 | $65.0K | 0.00% | +2,259+40.9% | Added |
| Baldrige Asset Management LLC | 8,000 | $66.0K | 0.03% | +8,000 | New |
| Barrett Asset Management, LLC | 8,904 | $74.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,964 | $91.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 11,150 | $93.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,000 | $100.0K | 0.01% | −7,975−39.9% | Reduced |
| 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 |
| Legacy Wealth Planning, LLC | 15,275 | $127.0K | 0.14% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,852 | $157.0K | 0.00% | +18,852 | New |
| 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 |
| TownSquare Capital, LLC | 20,345 | $168.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,387 | $169.0K | 0.00% | +17+0.1% | Added |
| Stifel Financial Corp | 23,258 | $193.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 24,062 | $200.0K | 0.02% | +24,062 | New |
| Providence First Trust Co | 28,200 | $234.0K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,879 | $248.0K | 0.00% | +7,867+35.7% | Added |
| Bluesphere Advisors, LLC | 29,977 | $249.0K | 0.22% | 00.0% | Unchanged |
| Raymond James & Associates | 38,715 | $322.0K | 0.00% | −1,145−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 41,597 | $345.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 42,889 | $356.0K | 0.05% | −4,843−10.1% | Reduced |
| HighTower Advisors, LLC | 44,792 | $372.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 50,604 | $421.0K | 0.00% | +158+0.3% | Added |
| United Capital Financial Advisers, LLC | 56,545 | $470.0K | 0.00% | −2,233−3.8% | Reduced |
| LPL Financial LLC | 56,993 | $474.0K | 0.00% | +999+1.8% | Added |
| IHT Wealth Management, LLC | 78,888 | $656.0K | 0.04% | −6,111−7.2% | Reduced |
| UBS Group AG | 79,893 | $664.0K | 0.00% | −3,854−4.6% | Reduced |
| MML Investors Services, LLC | 88,338 | $734.0K | 0.01% | +3,194+3.8% | Added |
| Wells Fargo & Company | 91,556 | $761.0K | 0.00% | −17,052−15.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 105,083 | $873.0K | 0.00% | −2,703−2.5% | Reduced |
| Van Eck Associates Corp | 157,509 | $1.31M | 0.00% | +16,485+11.7% | Added |
| Berkeley, Inc | 175,497 | $1.46M | 1.04% | +1,385+0.8% | Added |
| Cetera Advisor Networks LLC | 223,695 | $1.86M | 0.03% | +11,235+5.3% | Added |
| Bank of America Corp | 233,115 | $1.94M | 0.00% | +10,590+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 305,775 | $2.54M | 0.00% | +29,314+10.6% | Added |
| Morgan Stanley | 323,196 | $2.69M | 0.00% | +34,719+12.0% | Added |
| Commonwealth Equity Services, LLC | 374,383 | $3.11M | 0.01% | +223,590+148.3% | Added |
| Guggenheim Capital LLC | 452,986 | $3.76M | 0.02% | +84,453+22.9% | Added |
| Advisor Group Holdings, Inc. | 469,320 | $3.90M | 0.01% | +105,159+28.9% | Added |
| Ameriprise Financial Inc | 807,202 | $6.69M | 0.00% | −159,730−16.5% | Reduced |
| 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 |