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, Q2 2022
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 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
- 64
- +2 vs. Q1 2022
- Shares held
- 5.19M
- −481.5K (−8.5%) vs. Q1 2022
- Total value
- $33.5M
- −$6.87M (−17.0%) vs. Q1 2022
- New holders
- 9
- 16 more added
- Sold out
- 7
- 15 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 915,678 | $5.91M | 0.05% | +204,565+28.8% | Added |
| Ameriprise Financial Inc | 718,235 | $4.63M | 0.00% | −801,120−52.7% | Reduced |
| Bank of America Corp | 437,712 | $2.82M | 0.00% | +206,564+89.4% | Added |
| Morgan Stanley | 406,606 | $2.62M | 0.00% | +84,706+26.3% | Added |
| Advisor Group Holdings, Inc. | 371,173 | $2.39M | 0.01% | −721−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 358,206 | $2.31M | 0.01% | +6,372+1.8% | Added |
| Cetera Advisor Networks LLC | 253,546 | $1.64M | 0.02% | −2,095−0.8% | Reduced |
| Van Eck Associates Corp | 151,152 | $975.0K | 0.00% | −39,954−20.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 125,542 | $810.0K | 0.00% | −102,596−45.0% | Reduced |
| Wells Fargo & Company | 112,144 | $724.0K | 0.00% | −4,106−3.5% | Reduced |
| LPL Financial LLC | 97,483 | $629.0K | 0.00% | −7,784−7.4% | Reduced |
| MML Investors Services, LLC | 97,434 | $628.0K | 0.00% | −460.0% | Reduced |
| IHT Wealth Management, LLC | 86,314 | $557.0K | 0.05% | −1,082−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,082 | $536.0K | 0.00% | +1,216+1.5% | Added |
| Royal Bank of Canada | 65,256 | $421.0K | 0.00% | −615−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 61,699 | $398.0K | 0.01% | +4,581+8.0% | Added |
| Raymond James & Associates | 57,445 | $371.0K | 0.00% | +6,657+13.1% | Added |
| Berkeley, Inc | 54,437 | $351.1K | 0.28% | −118,509−68.5% | Reduced |
| Advisor Resource Council | 45,962 | $296.0K | 0.03% | +45,962 | New |
| HighTower Advisors, LLC | 45,427 | $293.0K | 0.00% | +635+1.4% | Added |
| Insight Wealth Strategies, LLC | 42,313 | $273.0K | 0.05% | −1,066−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 39,859 | $257.0K | 0.00% | −2,580−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,809 | $250.0K | 0.00% | +6,736+21.0% | Added |
| South State Corp. | 31,962 | $206.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 31,660 | $204.0K | 0.00% | +4,120+15.0% | Added |
| UBS Group AG | 29,673 | $191.0K | 0.00% | −1,661−5.3% | Reduced |
| Keudell/Morrison Wealth Management | 28,752 | $185.0K | 0.07% | +28,752 | New |
| Rockefeller Capital Management L.P. | 28,597 | $184.0K | 0.00% | +5,000+21.2% | Added |
| Providence First Trust Co | 28,200 | $182.0K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 26,626 | $171.7K | 0.11% | +161+0.6% | Added |
| Nomura Holdings Inc | 26,603 | $171.0K | 0.00% | +26,603 | New |
| Stifel Financial Corp | 21,327 | $138.0K | 0.00% | +93+0.4% | Added |
| Private Ocean, LLC | 20,996 | $135.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $131.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $129.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,344 | $105.0K | 0.00% | +1,526+10.3% | Added |
| National Asset Management, Inc. | 15,977 | $104.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 15,275 | $99.0K | 0.14% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,989 | $97.0K | 0.01% | +205+1.4% | Added |
| GWM Advisors LLC | 15,165 | $97.0K | 0.00% | +15,165 | New |
| Western Wealth Management, LLC | 14,434 | $94.0K | 0.01% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 13,361 | $86.2K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $79.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,811 | $76.0K | 0.03% | +11,811 | New |
| RFG Advisory, LLC | 11,066 | $74.0K | 0.00% | +38+0.3% | Added |
| Centaurus Financial, Inc. | 11,150 | $72.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,225 | $69.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,313 | $67.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,151 | $65.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $52.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,500 | $16.0K | 0.00% | +2,500 | New |
| SeaCrest Wealth Management, LLC | 2,287 | $15.0K | 0.00% | +2,287 | New |
| Anchor Investment Management, LLC | 1,500 | $9.68K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $8.00K | 0.00% | −2,967−71.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,284 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $8.00K | 0.00% | +1,200 | New |
| Benjamin F. Edwards & Company, Inc. | 1,216 | $8.00K | 0.00% | +1,216 | New |
| Key Financial Inc | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 237 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 0 | $0 | 0.00% | −24,977−100.0% | Sold out |
| Bromfield Sneider Wealth Advisors | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −12,101−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |