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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 237 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.00K | 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 |
| Anchor Investment Management, LLC | 1,500 | $9.68K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,287 | $15.0K | 0.00% | +2,287 | New |
| Jones Financial Companies LLLP | 2,500 | $16.0K | 0.00% | +2,500 | New |
| Spire Wealth Management | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $52.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,151 | $65.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,313 | $67.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,225 | $69.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 11,150 | $72.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,066 | $74.0K | 0.00% | +38+0.3% | Added |
| Quadrant Private Wealth Management, LLC | 11,811 | $76.0K | 0.03% | +11,811 | New |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $79.0K | 0.01% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 13,361 | $86.2K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,434 | $94.0K | 0.01% | 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 |
| Legacy Wealth Planning, LLC | 15,275 | $99.0K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,977 | $104.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,344 | $105.0K | 0.00% | +1,526+10.3% | Added |
| Camelot Portfolios, LLC | 20,000 | $129.0K | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $131.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20,996 | $135.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,327 | $138.0K | 0.00% | +93+0.4% | Added |
| Nomura Holdings Inc | 26,603 | $171.0K | 0.00% | +26,603 | New |
| Silverlake Wealth Management LLC | 26,626 | $171.7K | 0.11% | +161+0.6% | Added |
| Providence First Trust Co | 28,200 | $182.0K | 0.10% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 28,597 | $184.0K | 0.00% | +5,000+21.2% | Added |
| Keudell/Morrison Wealth Management | 28,752 | $185.0K | 0.07% | +28,752 | New |
| UBS Group AG | 29,673 | $191.0K | 0.00% | −1,661−5.3% | Reduced |
| Baird Financial Group, Inc. | 31,660 | $204.0K | 0.00% | +4,120+15.0% | Added |
| South State Corp. | 31,962 | $206.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 38,809 | $250.0K | 0.00% | +6,736+21.0% | Added |
| United Capital Financial Advisers, LLC | 39,859 | $257.0K | 0.00% | −2,580−6.1% | Reduced |
| Insight Wealth Strategies, LLC | 42,313 | $273.0K | 0.05% | −1,066−2.5% | Reduced |
| HighTower Advisors, LLC | 45,427 | $293.0K | 0.00% | +635+1.4% | Added |
| Advisor Resource Council | 45,962 | $296.0K | 0.03% | +45,962 | New |
| Berkeley, Inc | 54,437 | $351.1K | 0.28% | −118,509−68.5% | Reduced |
| Raymond James & Associates | 57,445 | $371.0K | 0.00% | +6,657+13.1% | Added |
| Stratos Wealth Partners, LTD. | 61,699 | $398.0K | 0.01% | +4,581+8.0% | Added |
| Royal Bank of Canada | 65,256 | $421.0K | 0.00% | −615−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 83,082 | $536.0K | 0.00% | +1,216+1.5% | Added |
| IHT Wealth Management, LLC | 86,314 | $557.0K | 0.05% | −1,082−1.2% | Reduced |
| MML Investors Services, LLC | 97,434 | $628.0K | 0.00% | −460.0% | Reduced |
| LPL Financial LLC | 97,483 | $629.0K | 0.00% | −7,784−7.4% | Reduced |
| Wells Fargo & Company | 112,144 | $724.0K | 0.00% | −4,106−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 125,542 | $810.0K | 0.00% | −102,596−45.0% | Reduced |
| Van Eck Associates Corp | 151,152 | $975.0K | 0.00% | −39,954−20.9% | Reduced |
| Cetera Advisor Networks LLC | 253,546 | $1.64M | 0.02% | −2,095−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 358,206 | $2.31M | 0.01% | +6,372+1.8% | Added |
| Advisor Group Holdings, Inc. | 371,173 | $2.39M | 0.01% | −721−0.2% | Reduced |
| Morgan Stanley | 406,606 | $2.62M | 0.00% | +84,706+26.3% | Added |
| Bank of America Corp | 437,712 | $2.82M | 0.00% | +206,564+89.4% | Added |
| Ameriprise Financial Inc | 718,235 | $4.63M | 0.00% | −801,120−52.7% | Reduced |
| Guggenheim Capital LLC | 915,678 | $5.91M | 0.05% | +204,565+28.8% | Added |
| 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 |