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, Q1 2022
Institutional positions in Invesco Municipal Income Opportunities Trust as of Mar 31, 2022. 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
- 62
- +5 vs. Q4 2021
- Shares held
- 5.67M
- +701.7K (+14.1%) vs. Q4 2021
- Total value
- $40.3M
- +$617.6K (+1.6%) vs. Q4 2021
- New holders
- 11
- 17 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,519,355 | $10.9M | 0.00% | +502,811+49.5% | Added |
| Guggenheim Capital LLC | 711,113 | $5.05M | 0.03% | +113,542+19.0% | Added |
| Advisor Group Holdings, Inc. | 371,894 | $2.61M | 0.01% | −5,148−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 351,834 | $2.50M | 0.01% | +12,528+3.7% | Added |
| Morgan Stanley | 321,900 | $2.29M | 0.00% | −12,346−3.7% | Reduced |
| Cetera Advisor Networks LLC | 255,641 | $1.81M | 0.02% | +9,918+4.0% | Added |
| Bank of America Corp | 231,148 | $1.64M | 0.00% | +62,201+36.8% | Added |
| Northwestern Mutual Wealth Management Co | 228,138 | $1.62M | 0.00% | −6,994−3.0% | Reduced |
| Van Eck Associates Corp | 191,106 | $1.36M | 0.00% | −978−0.5% | Reduced |
| Berkeley, Inc | 172,946 | $1.23M | 0.86% | −2,742−1.6% | Reduced |
| Wells Fargo & Company | 116,250 | $826.0K | 0.00% | +83+0.1% | Added |
| LPL Financial LLC | 105,267 | $747.0K | 0.00% | +32,362+44.4% | Added |
| MML Investors Services, LLC | 97,480 | $692.0K | 0.00% | +7,795+8.7% | Added |
| IHT Wealth Management, LLC | 87,396 | $621.0K | 0.05% | −12,494−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 81,866 | $581.0K | 0.00% | −16,028−16.4% | Reduced |
| Royal Bank of Canada | 65,871 | $468.0K | 0.00% | +15,626+31.1% | Added |
| Stratos Wealth Partners, LTD. | 57,118 | $406.0K | 0.01% | +57,118 | New |
| Raymond James & Associates | 50,788 | $361.0K | 0.00% | +11,536+29.4% | Added |
| HighTower Advisors, LLC | 44,792 | $318.0K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 43,379 | $308.0K | 0.05% | +178+0.4% | Added |
| United Capital Financial Advisers, LLC | 42,439 | $301.0K | 0.00% | −3,832−8.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,073 | $228.0K | 0.00% | −3,199−9.1% | Reduced |
| South State Corp. | 31,962 | $227.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 31,334 | $223.0K | 0.00% | −9,394−23.1% | Reduced |
| Providence First Trust Co | 28,200 | $200.0K | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 27,540 | $196.0K | 0.00% | +9,591+53.4% | Added |
| Silverlake Wealth Management LLC | 26,465 | $187.9K | 0.11% | +171+0.7% | Added |
| Bluesphere Advisors, LLC | 24,977 | $177.0K | 0.15% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,597 | $167.0K | 0.00% | −18,000−43.3% | Reduced |
| Stifel Financial Corp | 21,234 | $151.0K | 0.00% | +2,705+14.6% | Added |
| Private Ocean, LLC | 20,996 | $149.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $144.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $142.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,977 | $114.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 15,275 | $108.0K | 0.13% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,818 | $105.0K | 0.00% | +75+0.5% | Added |
| Ausdal Financial Partners, Inc. | 14,784 | $105.0K | 0.01% | +119+0.8% | Added |
| Western Wealth Management, LLC | 14,434 | $102.0K | 0.00% | +14,434 | New |
| Kaydan Wealth Management, Inc. | 13,361 | $94.9K | 0.04% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 13,050 | $93.0K | 0.10% | +13,050 | New |
| Capital Investment Advisors, LLC | 12,101 | $86.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $86.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 11,150 | $79.0K | 0.01% | +11,150 | New |
| RFG Advisory, LLC | 11,028 | $78.0K | 0.00% | +26+0.2% | Added |
| Mercer Global Advisors Inc | 10,313 | $73.0K | 0.00% | +10,313 | New |
| AE Wealth Management LLC | 10,151 | $72.0K | 0.00% | −475−4.5% | Reduced |
| IFP Advisors, Inc | 9,225 | $69.0K | 0.00% | +9,225 | New |
| Baldrige Asset Management LLC | 8,000 | $57.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,303 | $31.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,168 | $30.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,180 | $30.0K | 0.00% | +4,180 | New |
| Fortitude Advisory Group L.L.C. | 3,180 | $23.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,479 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,284 | $9.00K | 0.00% | +1,284 | New |
| Key Financial Inc | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $4.00K | 0.00% | +500 | New |
| Financial Enhancement Group LLC | 237 | $2.00K | 0.00% | +237 | New |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −37,084−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,523−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |