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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $7.00K | 0.00% | +830 | New |
| Key Financial Inc | 1,000 | $8.00K | 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 |
| Spire Wealth Management | 3,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,180 | $25.0K | 0.01% | +3,180 | New |
| CoreCap Advisors, LLC | 3,825 | $31.0K | 0.00% | +3,825 | 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 | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,626 | $85.0K | 0.00% | +10,626 | New |
| RFG Advisory, LLC | 11,002 | $88.0K | 0.01% | +23+0.2% | Added |
| 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 |
| Kaydan Wealth Management, Inc. | 13,361 | $106.9K | 0.04% | +13,361 | New |
| Ausdal Financial Partners, Inc. | 14,665 | $117.0K | 0.02% | +106+0.7% | Added |
| The PNC Financial Services Group, Inc. | 14,743 | $118.0K | 0.00% | +1,558+11.8% | Added |
| Legacy Wealth Planning, LLC | 15,275 | $122.0K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,977 | $128.0K | 0.00% | +2,640+19.8% | Added |
| Baird Financial Group, Inc. | 17,949 | $144.0K | 0.00% | −4,596−20.4% | Reduced |
| Stifel Financial Corp | 18,529 | $148.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 18,523 | $148.0K | 0.00% | +18,523 | New |
| Camelot Portfolios, LLC | 20,000 | $160.0K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $163.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20,996 | $168.0K | 0.02% | +989+4.9% | Added |
| Bluesphere Advisors, LLC | 24,977 | $200.0K | 0.17% | −5,000−16.7% | Reduced |
| Silverlake Wealth Management LLC | 26,294 | $210.4K | 0.11% | +26,294 | New |
| Providence First Trust Co | 28,200 | $226.0K | 0.10% | 00.0% | Unchanged |
| South State Corp. | 31,962 | $256.0K | 0.02% | +31,962 | New |
| Cambridge Investment Research Advisors, Inc. | 35,272 | $282.0K | 0.00% | +180+0.5% | Added |
| Advisor Resource Council | 37,084 | $297.0K | 0.02% | +37,084 | New |
| Raymond James & Associates | 39,252 | $314.0K | 0.00% | +122+0.3% | Added |
| Lindbrook Capital, LLC | 40,000 | $320.0K | 0.05% | +40,000 | New |
| UBS Group AG | 40,728 | $326.0K | 0.00% | −40,925−50.1% | Reduced |
| Rockefeller Capital Management L.P. | 41,597 | $332.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 43,201 | $346.0K | 0.05% | +157+0.4% | Added |
| HighTower Advisors, LLC | 44,792 | $358.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 46,271 | $370.0K | 0.00% | −10,274−18.2% | Reduced |
| Royal Bank of Canada | 50,245 | $402.0K | 0.00% | −14,942−22.9% | Reduced |
| LPL Financial LLC | 72,905 | $583.0K | 0.00% | +10,028+15.9% | Added |
| MML Investors Services, LLC | 89,685 | $717.0K | 0.01% | +680+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 97,894 | $783.0K | 0.00% | +83+0.1% | Added |
| IHT Wealth Management, LLC | 99,890 | $799.0K | 0.06% | +6,375+6.8% | Added |
| Wells Fargo & Company | 116,167 | $929.0K | 0.00% | +15,429+15.3% | Added |
| Bank of America Corp | 168,947 | $1.35M | 0.00% | −76,545−31.2% | Reduced |
| Berkeley, Inc | 175,688 | $1.41M | 0.94% | −1,857−1.0% | Reduced |
| Van Eck Associates Corp | 192,084 | $1.54M | 0.00% | +12,446+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 235,132 | $1.88M | 0.00% | +13,625+6.2% | Added |
| Cetera Advisor Networks LLC | 245,723 | $1.97M | 0.02% | +22,026+9.8% | Added |
| Morgan Stanley | 334,246 | $2.67M | 0.00% | +9,487+2.9% | Added |
| Commonwealth Equity Services, LLC | 339,306 | $2.71M | 0.01% | −1,460−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 377,042 | $3.02M | 0.01% | −73,238−16.3% | Reduced |
| Guggenheim Capital LLC | 597,571 | $4.78M | 0.03% | +106,212+21.6% | Added |
| Ameriprise Financial Inc | 1,016,544 | $8.12M | 0.00% | +156,345+18.2% | Added |
| 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 |