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.
Q4 2022 vs. Q3 2022
How the institutions holding Invesco Municipal Income Opportunities Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 60 | 1 | 64 | +5 |
| Shares | 5.25M | 15.3K | 5.54M | +297.6K (+5.7%) |
| Value | $30.8M | $90.0K | $34.4M | +$3.62M (+11.8%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Invesco Municipal Income Opportunities Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Melfa Wealth Management, LLC | 74,273 | $463.5K | 0.48% |
| Pathway Financial Advisers, LLC | 32,812 | $204.8K | 0.08% |
| V Wealth Advisors LLC | 20,005 | $124.8K | 0.03% |
| Fairhaven Wealth Management, LLC | 18,450 | $115.1K | 0.05% |
| Aristides Capital LLC | 17,028 | $106.3K | 0.07% |
| Truist Financial Corp | 13,750 | $85.8K | 0.00% |
| Nomura Holdings Inc | 10,000 | $63.0K | 0.00% |
| James Investment Research Inc | 5,160 | $32.0K | 0.00% |
| Freedom Wealth Alliance, LLC | 1,494 | $9.32K | 0.01% |
| Romano Brothers and Company | 545 | $3.40K | 0.00% |
| Advisory Services Network, LLC | 33 | $206 | 0.00% |
| GWM Advisors LLC | 30,138 | $188 | 0.00% |
| FMR LLC | 1 | $6 | 0.00% |
Sold out (8)
Institutions that held Invesco Municipal Income Opportunities Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Private Ocean, LLC | 20,996 | $123.0K |
| TownSquare Capital, LLC | 20,345 | $119.0K |
| Western Wealth Management, LLC | 14,434 | $84.0K |
| Kaydan Wealth Management, Inc. | 13,361 | $78.3K |
| IFP Advisors, Inc | 9,608 | $72.0K |
| RFG Advisory, LLC | 11,096 | $62.0K |
| Farmers & Merchants Investments Inc | 1,284 | $8.00K |
| Financial Enhancement Group LLC | 237 | $1.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Invesco Municipal Income Opportunities Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Legacy Wealth Planning, LLC | 15,275 | $90.0K |