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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Financial Enhancement Group LLC | 237 | $2.00K | 0.00% | +237 | New |
| First Horizon Advisors, Inc. | 500 | $4.00K | 0.00% | +500 | New |
| CWM, LLC | 830 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,284 | $9.00K | 0.00% | +1,284 | New |
| Allworth Financial LP | 1,479 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,180 | $23.0K | 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 |
| Bedel Financial Consulting, Inc. | 4,303 | $31.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $57.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,225 | $69.0K | 0.00% | +9,225 | New |
| AE Wealth Management LLC | 10,151 | $72.0K | 0.00% | −475−4.5% | Reduced |
| Mercer Global Advisors Inc | 10,313 | $73.0K | 0.00% | +10,313 | New |
| RFG Advisory, LLC | 11,028 | $78.0K | 0.00% | +26+0.2% | Added |
| Centaurus Financial, Inc. | 11,150 | $79.0K | 0.01% | +11,150 | 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 |
| Bromfield Sneider Wealth Advisors | 13,050 | $93.0K | 0.10% | +13,050 | New |
| Kaydan Wealth Management, Inc. | 13,361 | $94.9K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,434 | $102.0K | 0.00% | +14,434 | New |
| 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 |
| Legacy Wealth Planning, LLC | 15,275 | $108.0K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,977 | $114.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $142.0K | 0.07% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $144.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20,996 | $149.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,234 | $151.0K | 0.00% | +2,705+14.6% | Added |
| Rockefeller Capital Management L.P. | 23,597 | $167.0K | 0.00% | −18,000−43.3% | Reduced |
| Bluesphere Advisors, LLC | 24,977 | $177.0K | 0.15% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 26,465 | $187.9K | 0.11% | +171+0.7% | Added |
| Baird Financial Group, Inc. | 27,540 | $196.0K | 0.00% | +9,591+53.4% | Added |
| Providence First Trust Co | 28,200 | $200.0K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 31,334 | $223.0K | 0.00% | −9,394−23.1% | Reduced |
| South State Corp. | 31,962 | $227.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,073 | $228.0K | 0.00% | −3,199−9.1% | Reduced |
| United Capital Financial Advisers, LLC | 42,439 | $301.0K | 0.00% | −3,832−8.3% | Reduced |
| Insight Wealth Strategies, LLC | 43,379 | $308.0K | 0.05% | +178+0.4% | Added |
| HighTower Advisors, LLC | 44,792 | $318.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 50,788 | $361.0K | 0.00% | +11,536+29.4% | Added |
| Stratos Wealth Partners, LTD. | 57,118 | $406.0K | 0.01% | +57,118 | New |
| Royal Bank of Canada | 65,871 | $468.0K | 0.00% | +15,626+31.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,866 | $581.0K | 0.00% | −16,028−16.4% | Reduced |
| IHT Wealth Management, LLC | 87,396 | $621.0K | 0.05% | −12,494−12.5% | Reduced |
| MML Investors Services, LLC | 97,480 | $692.0K | 0.00% | +7,795+8.7% | Added |
| LPL Financial LLC | 105,267 | $747.0K | 0.00% | +32,362+44.4% | Added |
| Wells Fargo & Company | 116,250 | $826.0K | 0.00% | +83+0.1% | Added |
| Berkeley, Inc | 172,946 | $1.23M | 0.86% | −2,742−1.6% | Reduced |
| Van Eck Associates Corp | 191,106 | $1.36M | 0.00% | −978−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 228,138 | $1.62M | 0.00% | −6,994−3.0% | Reduced |
| Bank of America Corp | 231,148 | $1.64M | 0.00% | +62,201+36.8% | Added |
| Cetera Advisor Networks LLC | 255,641 | $1.81M | 0.02% | +9,918+4.0% | Added |
| Morgan Stanley | 321,900 | $2.29M | 0.00% | −12,346−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 351,834 | $2.50M | 0.01% | +12,528+3.7% | Added |
| Advisor Group Holdings, Inc. | 371,894 | $2.61M | 0.01% | −5,148−1.4% | Reduced |
| Guggenheim Capital LLC | 711,113 | $5.05M | 0.03% | +113,542+19.0% | Added |
| Ameriprise Financial Inc | 1,519,355 | $10.9M | 0.00% | +502,811+49.5% | Added |
| 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 |