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, Q3 2022
Institutional positions in Invesco Municipal Income Opportunities Trust as of Sep 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
- 60
- −3 vs. Q2 2022
- Shares held
- 5.25M
- +79.7K (+1.5%) vs. Q2 2022
- Total value
- $30.8M
- −$2.56M (−7.7%) vs. Q2 2022
- New holders
- 3
- 18 more added
- Sold out
- 6
- 15 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,049,877 | $6.15M | 0.06% | +134,199+14.7% | Added |
| Ameriprise Financial Inc | 577,938 | $3.39M | 0.00% | −140,297−19.5% | Reduced |
| Bank of America Corp | 529,899 | $3.10M | 0.00% | +92,187+21.1% | Added |
| Commonwealth Equity Services, LLC | 413,109 | $2.42M | 0.01% | +54,903+15.3% | Added |
| Morgan Stanley | 401,851 | $2.35M | 0.00% | −4,755−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 354,112 | $2.08M | 0.00% | −17,061−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 159,300 | $934.0K | 0.00% | +76,218+91.7% | Added |
| Cetera Advisor Networks LLC | 148,918 | $873.0K | 0.01% | −104,628−41.3% | Reduced |
| Van Eck Associates Corp | 147,663 | $865.0K | 0.00% | −3,489−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 132,609 | $778.0K | 0.00% | +7,067+5.6% | Added |
| LPL Financial LLC | 111,762 | $655.0K | 0.00% | +14,279+14.6% | Added |
| Wells Fargo & Company | 105,580 | $619.0K | 0.00% | −6,564−5.9% | Reduced |
| MML Investors Services, LLC | 98,512 | $577.0K | 0.00% | +1,078+1.1% | Added |
| IHT Wealth Management, LLC | 88,995 | $522.0K | 0.04% | +2,681+3.1% | Added |
| Invesco Ltd. | 64,379 | $377.0K | 0.00% | +64,379 | New |
| Royal Bank of Canada | 60,875 | $357.0K | 0.00% | −4,381−6.7% | Reduced |
| Berkeley, Inc | 54,593 | $319.9K | 0.27% | +156+0.3% | Added |
| Raymond James & Associates | 50,659 | $297.0K | 0.00% | −6,786−11.8% | Reduced |
| HighTower Advisors, LLC | 49,389 | $290.0K | 0.00% | +3,962+8.7% | Added |
| Insight Wealth Strategies, LLC | 42,313 | $273.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43,597 | $255.0K | 0.00% | +15,000+52.5% | Added |
| Keudell/Morrison Wealth Management | 41,937 | $246.0K | 0.09% | +13,185+45.9% | Added |
| Baird Financial Group, Inc. | 37,778 | $221.0K | 0.00% | +6,118+19.3% | Added |
| United Capital Financial Advisers, LLC | 33,808 | $198.0K | 0.00% | −6,051−15.2% | Reduced |
| South State Corp. | 31,962 | $187.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 30,395 | $179.0K | 0.00% | +14,051+86.0% | Added |
| Stratos Wealth Partners, LTD. | 28,888 | $169.0K | 0.00% | −32,811−53.2% | Reduced |
| UBS Group AG | 28,375 | $166.0K | 0.00% | −1,298−4.4% | Reduced |
| Providence First Trust Co | 28,200 | $165.0K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,412 | $161.0K | 0.00% | −11,397−29.4% | Reduced |
| Silverlake Wealth Management LLC | 23,956 | $140.4K | 0.10% | −2,670−10.0% | Reduced |
| Stifel Financial Corp | 20,937 | $123.0K | 0.00% | −390−1.8% | Reduced |
| Private Ocean, LLC | 20,996 | $123.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $119.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $117.0K | 0.11% | 00.0% | Unchanged |
| Lincoln National Corp | 18,746 | $110.0K | 0.00% | +18,746 | New |
| National Asset Management, Inc. | 15,657 | $92.0K | 0.00% | −320−2.0% | Reduced |
| Legacy Wealth Planning, LLC | 15,275 | $90.0K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,434 | $84.0K | 0.00% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 13,361 | $78.3K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,608 | $72.0K | 0.00% | +383+4.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $71.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 11,150 | $65.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,902 | $64.0K | 0.00% | +589+5.7% | Added |
| Envestnet Asset Management Inc | 10,848 | $64.0K | 0.00% | +10,848 | New |
| RFG Advisory, LLC | 11,096 | $62.0K | 0.00% | +30+0.3% | Added |
| AE Wealth Management LLC | 10,151 | $59.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $8.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,284 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,232 | $7.00K | 0.00% | +16+1.3% | Added |
| 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 | $1.00K | 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 |
| Advisor Resource Council | 0 | $0 | 0.00% | −45,962−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,603−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −15,165−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −14,989−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | – | – | – | – | Not filed |