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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Kowal Investment Group, LLC | 277 | $2.00K | 0.00% | +277 | New |
| Pacitti Group Inc. | 885 | $7.00K | 0.00% | – | – |
| Key Financial Inc | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Anchor Investment Management, LLC | 1,500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,479 | $12.0K | 0.00% | +1,479 | New |
| Geneos Wealth Management Inc. | 2,100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,100 | $17.0K | 0.01% | +2,100 | New |
| Spire Wealth Management | 3,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,927 | $31.0K | 0.00% | +3,927 | New |
| Fifth Third Bancorp | 4,168 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,303 | $34.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $64.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 8,904 | $71.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,979 | $87.0K | 0.01% | +15+0.1% | Added |
| Centaurus Financial, Inc. | 11,150 | $89.0K | 0.01% | 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 |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $97.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,185 | $105.0K | 0.00% | +5,403+69.4% | Added |
| National Asset Management, Inc. | 13,337 | $107.0K | 0.00% | +1,187+9.8% | Added |
| Ausdal Financial Partners, Inc. | 14,559 | $116.0K | 0.02% | +14,559 | New |
| Legacy Wealth Planning, LLC | 15,275 | $121.0K | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,529 | $147.0K | 0.00% | −4,729−20.3% | Reduced |
| 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 |
| 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 |
| Wolverine Asset Management LLC | 21,688 | $172.0K | 0.00% | +21,688 | New |
| Baird Financial Group, Inc. | 22,545 | $179.0K | 0.00% | +3,693+19.6% | Added |
| Providence First Trust Co | 28,200 | $224.0K | 0.11% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 29,355 | $233.0K | 0.00% | +29,355 | New |
| Bluesphere Advisors, LLC | 29,977 | $238.0K | 0.23% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 35,092 | $279.0K | 0.00% | +5,213+17.4% | Added |
| Raymond James & Associates | 39,130 | $311.0K | 0.00% | +415+1.1% | Added |
| Rockefeller Capital Management L.P. | 41,597 | $330.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 43,044 | $342.0K | 0.05% | +155+0.4% | Added |
| HighTower Advisors, LLC | 44,792 | $356.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 56,545 | $450.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 62,177 | $494.0K | 0.01% | +62,177 | New |
| LPL Financial LLC | 62,877 | $500.0K | 0.00% | +5,884+10.3% | Added |
| Royal Bank of Canada | 65,187 | $518.0K | 0.00% | +14,583+28.8% | Added |
| UBS Group AG | 81,653 | $649.0K | 0.00% | +1,760+2.2% | Added |
| MML Investors Services, LLC | 89,005 | $708.0K | 0.01% | +667+0.8% | Added |
| IHT Wealth Management, LLC | 93,515 | $743.0K | 0.06% | +14,627+18.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,811 | $778.0K | 0.00% | −7,272−6.9% | Reduced |
| Wells Fargo & Company | 100,738 | $801.0K | 0.00% | +9,182+10.0% | Added |
| Berkeley, Inc | 177,545 | $1.41M | 1.04% | +2,048+1.2% | Added |
| Van Eck Associates Corp | 179,638 | $1.43M | 0.00% | +22,129+14.0% | Added |
| Northwestern Mutual Wealth Management Co | 221,507 | $1.76M | 0.00% | −84,268−27.6% | Reduced |
| Cetera Advisor Networks LLC | 223,697 | $1.78M | 0.02% | +20.0% | Added |
| Bank of America Corp | 245,492 | $1.95M | 0.00% | +12,377+5.3% | Added |
| Morgan Stanley | 324,759 | $2.58M | 0.00% | +1,563+0.5% | Added |
| Commonwealth Equity Services, LLC | 340,766 | $2.71M | 0.01% | −33,617−9.0% | Reduced |
| Advisor Group Holdings, Inc. | 450,280 | $3.58M | 0.01% | −19,040−4.1% | Reduced |
| Guggenheim Capital LLC | 491,359 | $3.91M | 0.02% | +38,373+8.5% | Added |
| Ameriprise Financial Inc | 860,199 | $6.83M | 0.00% | +52,997+6.6% | Added |
| 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 |