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, Q3 2021
Institutional positions in Invesco Municipal Income Opportunities Trust as of Sep 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
- 60
- +6 vs. Q2 2021
- Shares held
- 4.85M
- +144.8K (+3.1%) vs. Q2 2021
- Total value
- $38.5M
- −$539.4K (−1.4%) vs. Q2 2021
- New holders
- 11
- 21 more added
- Sold out
- 5
- 5 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 860,199 | $6.83M | 0.00% | +52,997+6.6% | Added |
| Guggenheim Capital LLC | 491,359 | $3.91M | 0.02% | +38,373+8.5% | Added |
| Advisor Group Holdings, Inc. | 450,280 | $3.58M | 0.01% | −19,040−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 340,766 | $2.71M | 0.01% | −33,617−9.0% | Reduced |
| Morgan Stanley | 324,759 | $2.58M | 0.00% | +1,563+0.5% | Added |
| Bank of America Corp | 245,492 | $1.95M | 0.00% | +12,377+5.3% | Added |
| Cetera Advisor Networks LLC | 223,697 | $1.78M | 0.02% | +20.0% | Added |
| Northwestern Mutual Wealth Management Co | 221,507 | $1.76M | 0.00% | −84,268−27.6% | Reduced |
| Van Eck Associates Corp | 179,638 | $1.43M | 0.00% | +22,129+14.0% | Added |
| Berkeley, Inc | 177,545 | $1.41M | 1.04% | +2,048+1.2% | Added |
| Wells Fargo & Company | 100,738 | $801.0K | 0.00% | +9,182+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,811 | $778.0K | 0.00% | −7,272−6.9% | Reduced |
| IHT Wealth Management, LLC | 93,515 | $743.0K | 0.06% | +14,627+18.5% | Added |
| MML Investors Services, LLC | 89,005 | $708.0K | 0.01% | +667+0.8% | Added |
| UBS Group AG | 81,653 | $649.0K | 0.00% | +1,760+2.2% | Added |
| Royal Bank of Canada | 65,187 | $518.0K | 0.00% | +14,583+28.8% | Added |
| LPL Financial LLC | 62,877 | $500.0K | 0.00% | +5,884+10.3% | Added |
| Cresset Asset Management, LLC | 62,177 | $494.0K | 0.01% | +62,177 | New |
| United Capital Financial Advisers, LLC | 56,545 | $450.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,792 | $356.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 43,044 | $342.0K | 0.05% | +155+0.4% | Added |
| Rockefeller Capital Management L.P. | 41,597 | $330.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 39,130 | $311.0K | 0.00% | +415+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,092 | $279.0K | 0.00% | +5,213+17.4% | Added |
| Bluesphere Advisors, LLC | 29,977 | $238.0K | 0.23% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 29,355 | $233.0K | 0.00% | +29,355 | New |
| Providence First Trust Co | 28,200 | $224.0K | 0.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,545 | $179.0K | 0.00% | +3,693+19.6% | Added |
| Wolverine Asset Management LLC | 21,688 | $172.0K | 0.00% | +21,688 | New |
| Kestra Advisory Services, LLC | 20,404 | $162.0K | 0.00% | +17+0.1% | Added |
| TownSquare Capital, LLC | 20,345 | $162.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $159.0K | 0.08% | 00.0% | Unchanged |
| Private Ocean, LLC | 20,007 | $159.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,529 | $147.0K | 0.00% | −4,729−20.3% | Reduced |
| Legacy Wealth Planning, LLC | 15,275 | $121.0K | 0.14% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,559 | $116.0K | 0.02% | +14,559 | New |
| National Asset Management, Inc. | 13,337 | $107.0K | 0.00% | +1,187+9.8% | Added |
| The PNC Financial Services Group, Inc. | 13,185 | $105.0K | 0.00% | +5,403+69.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $97.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,101 | $96.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,136 | $96.0K | 0.00% | +12,136 | New |
| Centaurus Financial, Inc. | 11,150 | $89.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,979 | $87.0K | 0.01% | +15+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 8,904 | $71.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $64.0K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,303 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,168 | $33.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,927 | $31.0K | 0.00% | +3,927 | New |
| Spire Wealth Management | 3,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,100 | $17.0K | 0.01% | +2,100 | New |
| Geneos Wealth Management Inc. | 2,100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,479 | $12.0K | 0.00% | +1,479 | New |
| Anchor Investment Management, LLC | 1,500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Pacitti Group Inc. | 885 | $7.00K | 0.00% | – | – |
| Kowal Investment Group, LLC | 277 | $2.00K | 0.00% | +277 | New |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Advisor Resource Council | 0 | $0 | 0.00% | −24,062−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |