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, Q4 2021
Institutional positions in Invesco Municipal Income Opportunities Trust as of Dec 31, 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
- 58
- −2 vs. Q3 2021
- Shares held
- 4.99M
- +145.4K (+3.0%) vs. Q3 2021
- Total value
- $39.7M
- +$1.21M (+3.1%) vs. Q3 2021
- New holders
- 11
- 19 more added
- Sold out
- 13
- 9 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,016,544 | $8.12M | 0.00% | +156,345+18.2% | Added |
| Guggenheim Capital LLC | 597,571 | $4.78M | 0.03% | +106,212+21.6% | Added |
| Advisor Group Holdings, Inc. | 377,042 | $3.02M | 0.01% | −73,238−16.3% | Reduced |
| Commonwealth Equity Services, LLC | 339,306 | $2.71M | 0.01% | −1,460−0.4% | Reduced |
| Morgan Stanley | 334,246 | $2.67M | 0.00% | +9,487+2.9% | Added |
| Cetera Advisor Networks LLC | 245,723 | $1.97M | 0.02% | +22,026+9.8% | Added |
| Northwestern Mutual Wealth Management Co | 235,132 | $1.88M | 0.00% | +13,625+6.2% | Added |
| Van Eck Associates Corp | 192,084 | $1.54M | 0.00% | +12,446+6.9% | Added |
| Berkeley, Inc | 175,688 | $1.41M | 0.94% | −1,857−1.0% | Reduced |
| Bank of America Corp | 168,947 | $1.35M | 0.00% | −76,545−31.2% | Reduced |
| Wells Fargo & Company | 116,167 | $929.0K | 0.00% | +15,429+15.3% | Added |
| IHT Wealth Management, LLC | 99,890 | $799.0K | 0.06% | +6,375+6.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,894 | $783.0K | 0.00% | +83+0.1% | Added |
| MML Investors Services, LLC | 89,685 | $717.0K | 0.01% | +680+0.8% | Added |
| LPL Financial LLC | 72,905 | $583.0K | 0.00% | +10,028+15.9% | Added |
| Royal Bank of Canada | 50,245 | $402.0K | 0.00% | −14,942−22.9% | Reduced |
| United Capital Financial Advisers, LLC | 46,271 | $370.0K | 0.00% | −10,274−18.2% | Reduced |
| HighTower Advisors, LLC | 44,792 | $358.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 43,201 | $346.0K | 0.05% | +157+0.4% | Added |
| Rockefeller Capital Management L.P. | 41,597 | $332.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 40,728 | $326.0K | 0.00% | −40,925−50.1% | Reduced |
| Lindbrook Capital, LLC | 40,000 | $320.0K | 0.05% | +40,000 | New |
| Raymond James & Associates | 39,252 | $314.0K | 0.00% | +122+0.3% | Added |
| Advisor Resource Council | 37,084 | $297.0K | 0.02% | +37,084 | New |
| Cambridge Investment Research Advisors, Inc. | 35,272 | $282.0K | 0.00% | +180+0.5% | Added |
| South State Corp. | 31,962 | $256.0K | 0.02% | +31,962 | New |
| Providence First Trust Co | 28,200 | $226.0K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 26,294 | $210.4K | 0.11% | +26,294 | New |
| Bluesphere Advisors, LLC | 24,977 | $200.0K | 0.17% | −5,000−16.7% | Reduced |
| Private Ocean, LLC | 20,996 | $168.0K | 0.02% | +989+4.9% | Added |
| TownSquare Capital, LLC | 20,345 | $163.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $160.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,529 | $148.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 18,523 | $148.0K | 0.00% | +18,523 | New |
| Baird Financial Group, Inc. | 17,949 | $144.0K | 0.00% | −4,596−20.4% | Reduced |
| National Asset Management, Inc. | 15,977 | $128.0K | 0.00% | +2,640+19.8% | Added |
| Legacy Wealth Planning, LLC | 15,275 | $122.0K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,743 | $118.0K | 0.00% | +1,558+11.8% | Added |
| Ausdal Financial Partners, Inc. | 14,665 | $117.0K | 0.02% | +106+0.7% | Added |
| Kaydan Wealth Management, Inc. | 13,361 | $106.9K | 0.04% | +13,361 | New |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $97.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 12,101 | $97.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,002 | $88.0K | 0.01% | +23+0.2% | Added |
| AE Wealth Management LLC | 10,626 | $85.0K | 0.00% | +10,626 | New |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $64.0K | 0.02% | 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 |
| CoreCap Advisors, LLC | 3,825 | $31.0K | 0.00% | +3,825 | New |
| Fortitude Advisory Group L.L.C. | 3,180 | $25.0K | 0.01% | +3,180 | New |
| Spire Wealth Management | 3,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,479 | $12.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $7.00K | 0.00% | +830 | New |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 25,173 | – | – | +25,173 | New |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −62,177−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −29,355−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −21,688−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −20,404−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −12,136−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |