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 |
|---|---|---|---|---|---|
| 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 | $1.00K | 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 | $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 |
| Farmers & Merchants Investments Inc | 1,284 | $8.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $8.79K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,151 | $59.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,096 | $62.0K | 0.00% | +30+0.3% | Added |
| 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 |
| Centaurus Financial, Inc. | 11,150 | $65.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $71.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,608 | $72.0K | 0.00% | +383+4.2% | Added |
| Kaydan Wealth Management, Inc. | 13,361 | $78.3K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,434 | $84.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 15,275 | $90.0K | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,657 | $92.0K | 0.00% | −320−2.0% | Reduced |
| Lincoln National Corp | 18,746 | $110.0K | 0.00% | +18,746 | New |
| Camelot Portfolios, LLC | 20,000 | $117.0K | 0.11% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 20,345 | $119.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Silverlake Wealth Management LLC | 23,956 | $140.4K | 0.10% | −2,670−10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,412 | $161.0K | 0.00% | −11,397−29.4% | Reduced |
| Providence First Trust Co | 28,200 | $165.0K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 28,375 | $166.0K | 0.00% | −1,298−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 28,888 | $169.0K | 0.00% | −32,811−53.2% | Reduced |
| The PNC Financial Services Group, Inc. | 30,395 | $179.0K | 0.00% | +14,051+86.0% | Added |
| South State Corp. | 31,962 | $187.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 33,808 | $198.0K | 0.00% | −6,051−15.2% | Reduced |
| Baird Financial Group, Inc. | 37,778 | $221.0K | 0.00% | +6,118+19.3% | Added |
| Keudell/Morrison Wealth Management | 41,937 | $246.0K | 0.09% | +13,185+45.9% | Added |
| Rockefeller Capital Management L.P. | 43,597 | $255.0K | 0.00% | +15,000+52.5% | Added |
| Insight Wealth Strategies, LLC | 42,313 | $273.0K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 49,389 | $290.0K | 0.00% | +3,962+8.7% | Added |
| Raymond James & Associates | 50,659 | $297.0K | 0.00% | −6,786−11.8% | Reduced |
| Berkeley, Inc | 54,593 | $319.9K | 0.27% | +156+0.3% | Added |
| Royal Bank of Canada | 60,875 | $357.0K | 0.00% | −4,381−6.7% | Reduced |
| Invesco Ltd. | 64,379 | $377.0K | 0.00% | +64,379 | New |
| IHT Wealth Management, LLC | 88,995 | $522.0K | 0.04% | +2,681+3.1% | Added |
| MML Investors Services, LLC | 98,512 | $577.0K | 0.00% | +1,078+1.1% | Added |
| Wells Fargo & Company | 105,580 | $619.0K | 0.00% | −6,564−5.9% | Reduced |
| LPL Financial LLC | 111,762 | $655.0K | 0.00% | +14,279+14.6% | Added |
| Northwestern Mutual Wealth Management Co | 132,609 | $778.0K | 0.00% | +7,067+5.6% | Added |
| Van Eck Associates Corp | 147,663 | $865.0K | 0.00% | −3,489−2.3% | Reduced |
| Cetera Advisor Networks LLC | 148,918 | $873.0K | 0.01% | −104,628−41.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 159,300 | $934.0K | 0.00% | +76,218+91.7% | Added |
| Advisor Group Holdings, Inc. | 354,112 | $2.08M | 0.00% | −17,061−4.6% | Reduced |
| Morgan Stanley | 401,851 | $2.35M | 0.00% | −4,755−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 413,109 | $2.42M | 0.01% | +54,903+15.3% | Added |
| Bank of America Corp | 529,899 | $3.10M | 0.00% | +92,187+21.1% | Added |
| Ameriprise Financial Inc | 577,938 | $3.39M | 0.00% | −140,297−19.5% | Reduced |
| Guggenheim Capital LLC | 1,049,877 | $6.15M | 0.06% | +134,199+14.7% | Added |
| 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 |