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, Q4 2022
Institutional positions in Invesco Municipal Income Opportunities Trust as of Dec 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
- 64
- +5 vs. Q3 2022
- Shares held
- 5.54M
- +297.6K (+5.7%) vs. Q3 2022
- Total value
- $34.4M
- +$3.62M (+11.8%) vs. Q3 2022
- New holders
- 13
- 21 more added
- Sold out
- 8
- 13 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 872,397 | $5.44M | 0.05% | −177,480−16.9% | Reduced |
| Bank of America Corp | 624,562 | $3.90M | 0.00% | +94,663+17.9% | Added |
| Commonwealth Equity Services, LLC | 455,208 | $2.84M | 0.01% | +42,099+10.2% | Added |
| Morgan Stanley | 449,827 | $2.81M | 0.00% | +47,976+11.9% | Added |
| Ameriprise Financial Inc | 411,420 | $2.57M | 0.00% | −166,518−28.8% | Reduced |
| Cetera Advisor Networks LLC | 350,720 | $2.19M | 0.02% | +201,802+135.5% | Added |
| Advisor Group Holdings, Inc. | 327,269 | $2.04M | 0.00% | −26,843−7.6% | Reduced |
| LPL Financial LLC | 168,240 | $1.05M | 0.00% | +56,478+50.5% | Added |
| Van Eck Associates Corp | 167,373 | $1.04M | 0.00% | +19,710+13.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 144,538 | $901.9K | 0.00% | −14,762−9.3% | Reduced |
| Wells Fargo & Company | 118,820 | $741.4K | 0.00% | +13,240+12.5% | Added |
| Baird Financial Group, Inc. | 117,731 | $735.0K | 0.00% | +79,953+211.6% | Added |
| Invesco Ltd. | 93,389 | $582.7K | 0.00% | +29,010+45.1% | Added |
| Northwestern Mutual Wealth Management Co | 92,578 | $577.7K | 0.00% | −40,031−30.2% | Reduced |
| MML Investors Services, LLC | 91,507 | $571.0K | 0.00% | −7,005−7.1% | Reduced |
| IHT Wealth Management, LLC | 82,271 | $513.4K | 0.03% | −6,724−7.6% | Reduced |
| UBS Group AG | 82,112 | $512.4K | 0.00% | +53,737+189.4% | Added |
| Melfa Wealth Management, LLC | 74,273 | $463.5K | 0.48% | +74,273 | New |
| Raymond James & Associates | 66,095 | $412.4K | 0.00% | +15,436+30.5% | Added |
| HighTower Advisors, LLC | 50,050 | $312.0K | 0.00% | +661+1.3% | Added |
| Rockefeller Capital Management L.P. | 47,579 | $296.0K | 0.00% | +3,982+9.1% | Added |
| Royal Bank of Canada | 45,978 | $287.0K | 0.00% | −14,897−24.5% | Reduced |
| Berkeley, Inc | 37,220 | $232.3K | 0.18% | −17,373−31.8% | Reduced |
| Insight Wealth Strategies, LLC | 36,971 | $230.7K | 0.04% | −5,342−12.6% | Reduced |
| Keudell/Morrison Wealth Management | 34,995 | $218.4K | 0.07% | −6,942−16.6% | Reduced |
| Pathway Financial Advisers, LLC | 32,812 | $204.8K | 0.08% | +32,812 | New |
| South State Corp. | 31,962 | $199.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 31,610 | $197.2K | 0.00% | +1,215+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,062 | $181.0K | 0.00% | +1,650+6.0% | Added |
| Stratos Wealth Partners, LTD. | 28,955 | $180.7K | 0.00% | +67+0.2% | Added |
| Providence First Trust Co | 28,200 | $176.0K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 24,164 | $150.8K | 0.09% | +208+0.9% | Added |
| Stifel Financial Corp | 21,036 | $131.3K | 0.00% | +99+0.5% | Added |
| United Capital Financial Advisers, LLC | 20,792 | $129.7K | 0.00% | −13,016−38.5% | Reduced |
| V Wealth Advisors LLC | 20,005 | $124.8K | 0.03% | +20,005 | New |
| Camelot Portfolios, LLC | 20,000 | $124.8K | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 18,993 | $118.5K | 0.00% | +247+1.3% | Added |
| Fairhaven Wealth Management, LLC | 18,450 | $115.1K | 0.05% | +18,450 | New |
| Aristides Capital LLC | 17,028 | $106.3K | 0.07% | +17,028 | New |
| National Asset Management, Inc. | 15,657 | $97.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,750 | $85.8K | 0.00% | +13,750 | New |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $76.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,348 | $70.8K | 0.00% | +500+4.6% | Added |
| Centaurus Financial, Inc. | 11,150 | $70.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,313 | $64.0K | 0.00% | −589−5.4% | Reduced |
| AE Wealth Management LLC | 10,151 | $63.3K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $63.0K | 0.00% | +10,000 | New |
| Baldrige Asset Management LLC | 8,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 5,160 | $32.0K | 0.00% | +5,160 | New |
| Spire Wealth Management | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $9.36K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,494 | $9.32K | 0.01% | +1,494 | New |
| Benjamin F. Edwards & Company, Inc. | 1,310 | $8.00K | 0.00% | +78+6.3% | Added |
| Fifth Third Bancorp | 1,201 | $7.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $5.86K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 545 | $3.40K | 0.00% | +545 | New |
| First Horizon Advisors, Inc. | 500 | $3.12K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 33 | $206 | 0.00% | +33 | New |
| GWM Advisors LLC | 30,138 | $188 | 0.00% | +30,138 | New |
| AdvisorNet Financial, Inc | 5 | $31 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 0 | $0 | 0.00% | −20,996−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −20,345−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −14,434−100.0% | Sold out |
| Kaydan Wealth Management, Inc. | 0 | $0 | 0.00% | −13,361−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −11,096−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Legacy Wealth Planning, LLC | – | – | – | – | Not filed |