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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 5 | $31 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,138 | $188 | 0.00% | +30,138 | New |
| Advisory Services Network, LLC | 33 | $206 | 0.00% | +33 | New |
| First Horizon Advisors, Inc. | 500 | $3.12K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 545 | $3.40K | 0.00% | +545 | New |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $5.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $7.49K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,310 | $8.00K | 0.00% | +78+6.3% | Added |
| Freedom Wealth Alliance, LLC | 1,494 | $9.32K | 0.01% | +1,494 | New |
| Anchor Investment Management, LLC | 1,500 | $9.36K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 5,160 | $32.0K | 0.00% | +5,160 | New |
| Baldrige Asset Management LLC | 8,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $63.0K | 0.00% | +10,000 | New |
| AE Wealth Management LLC | 10,151 | $63.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,313 | $64.0K | 0.00% | −589−5.4% | Reduced |
| Centaurus Financial, Inc. | 11,150 | $70.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,348 | $70.8K | 0.00% | +500+4.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $76.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 13,750 | $85.8K | 0.00% | +13,750 | New |
| National Asset Management, Inc. | 15,657 | $97.7K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 17,028 | $106.3K | 0.07% | +17,028 | New |
| Fairhaven Wealth Management, LLC | 18,450 | $115.1K | 0.05% | +18,450 | New |
| Lincoln National Corp | 18,993 | $118.5K | 0.00% | +247+1.3% | Added |
| Camelot Portfolios, LLC | 20,000 | $124.8K | 0.09% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 20,005 | $124.8K | 0.03% | +20,005 | New |
| United Capital Financial Advisers, LLC | 20,792 | $129.7K | 0.00% | −13,016−38.5% | Reduced |
| Stifel Financial Corp | 21,036 | $131.3K | 0.00% | +99+0.5% | Added |
| Silverlake Wealth Management LLC | 24,164 | $150.8K | 0.09% | +208+0.9% | Added |
| Providence First Trust Co | 28,200 | $176.0K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 28,955 | $180.7K | 0.00% | +67+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,062 | $181.0K | 0.00% | +1,650+6.0% | Added |
| The PNC Financial Services Group, Inc. | 31,610 | $197.2K | 0.00% | +1,215+4.0% | Added |
| South State Corp. | 31,962 | $199.4K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 32,812 | $204.8K | 0.08% | +32,812 | New |
| Keudell/Morrison Wealth Management | 34,995 | $218.4K | 0.07% | −6,942−16.6% | Reduced |
| Insight Wealth Strategies, LLC | 36,971 | $230.7K | 0.04% | −5,342−12.6% | Reduced |
| Berkeley, Inc | 37,220 | $232.3K | 0.18% | −17,373−31.8% | Reduced |
| Royal Bank of Canada | 45,978 | $287.0K | 0.00% | −14,897−24.5% | Reduced |
| Rockefeller Capital Management L.P. | 47,579 | $296.0K | 0.00% | +3,982+9.1% | Added |
| HighTower Advisors, LLC | 50,050 | $312.0K | 0.00% | +661+1.3% | Added |
| Raymond James & Associates | 66,095 | $412.4K | 0.00% | +15,436+30.5% | Added |
| Melfa Wealth Management, LLC | 74,273 | $463.5K | 0.48% | +74,273 | New |
| UBS Group AG | 82,112 | $512.4K | 0.00% | +53,737+189.4% | Added |
| IHT Wealth Management, LLC | 82,271 | $513.4K | 0.03% | −6,724−7.6% | Reduced |
| MML Investors Services, LLC | 91,507 | $571.0K | 0.00% | −7,005−7.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 92,578 | $577.7K | 0.00% | −40,031−30.2% | Reduced |
| Invesco Ltd. | 93,389 | $582.7K | 0.00% | +29,010+45.1% | Added |
| Baird Financial Group, Inc. | 117,731 | $735.0K | 0.00% | +79,953+211.6% | Added |
| Wells Fargo & Company | 118,820 | $741.4K | 0.00% | +13,240+12.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 144,538 | $901.9K | 0.00% | −14,762−9.3% | Reduced |
| Van Eck Associates Corp | 167,373 | $1.04M | 0.00% | +19,710+13.3% | Added |
| LPL Financial LLC | 168,240 | $1.05M | 0.00% | +56,478+50.5% | Added |
| Advisor Group Holdings, Inc. | 327,269 | $2.04M | 0.00% | −26,843−7.6% | Reduced |
| Cetera Advisor Networks LLC | 350,720 | $2.19M | 0.02% | +201,802+135.5% | Added |
| Ameriprise Financial Inc | 411,420 | $2.57M | 0.00% | −166,518−28.8% | Reduced |
| Morgan Stanley | 449,827 | $2.81M | 0.00% | +47,976+11.9% | Added |
| Commonwealth Equity Services, LLC | 455,208 | $2.84M | 0.01% | +42,099+10.2% | Added |
| Bank of America Corp | 624,562 | $3.90M | 0.00% | +94,663+17.9% | Added |
| Guggenheim Capital LLC | 872,397 | $5.44M | 0.05% | −177,480−16.9% | Reduced |
| 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 |