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, Q1 2023
Institutional positions in Invesco Municipal Income Opportunities Trust as of Mar 31, 2023. 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
- 57
- −6 vs. Q4 2022
- Shares held
- 5.30M
- −222.1K (−4.0%) vs. Q4 2022
- Total value
- $35.2M
- +$923.2K (+2.7%) vs. Q4 2022
- New holders
- 5
- 18 more added
- Sold out
- 11
- 17 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 726,091 | $4.82M | 0.04% | −146,306−16.8% | Reduced |
| Bank of America Corp | 634,901 | $4.22M | 0.00% | +10,339+1.7% | Added |
| Commonwealth Equity Services, LLC | 461,993 | $3.07M | 0.01% | +6,785+1.5% | Added |
| Morgan Stanley | 442,704 | $2.94M | 0.00% | −7,123−1.6% | Reduced |
| Ameriprise Financial Inc | 401,682 | $2.67M | 0.00% | −9,738−2.4% | Reduced |
| Cetera Advisor Networks LLC | 354,447 | $2.35M | 0.02% | +3,727+1.1% | Added |
| Advisor Group Holdings, Inc. | 347,812 | $2.31M | 0.00% | +20,543+6.3% | Added |
| Van Eck Associates Corp | 165,186 | $1.10M | 0.00% | −2,187−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 150,560 | $999.7K | 0.00% | +6,022+4.2% | Added |
| LPL Financial LLC | 147,572 | $979.9K | 0.00% | −20,668−12.3% | Reduced |
| Invesco Ltd. | 129,186 | $857.8K | 0.00% | +35,797+38.3% | Added |
| Wells Fargo & Company | 107,580 | $714.3K | 0.00% | −11,240−9.5% | Reduced |
| Baird Financial Group, Inc. | 102,915 | $683.4K | 0.00% | −14,816−12.6% | Reduced |
| MML Investors Services, LLC | 92,236 | $612.0K | 0.00% | +729+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 87,038 | $577.9K | 0.00% | −5,540−6.0% | Reduced |
| IHT Wealth Management, LLC | 82,744 | $549.4K | 0.03% | +473+0.6% | Added |
| UBS Group AG | 80,756 | $536.2K | 0.00% | −1,356−1.7% | Reduced |
| Melfa Wealth Management, LLC | 70,707 | $469.5K | 0.47% | −3,566−4.8% | Reduced |
| Raymond James & Associates | 70,303 | $466.8K | 0.00% | +4,208+6.4% | Added |
| Rockefeller Capital Management L.P. | 54,200 | $359.0K | 0.00% | +6,621+13.9% | Added |
| HighTower Advisors, LLC | 50,646 | $336.0K | 0.00% | +596+1.2% | Added |
| Royal Bank of Canada | 50,035 | $332.0K | 0.00% | +4,057+8.8% | Added |
| Berkeley, Inc | 37,495 | $249.0K | 0.18% | +275+0.7% | Added |
| Insight Wealth Strategies, LLC | 37,158 | $246.7K | 0.05% | +187+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,837 | $238.0K | 0.00% | +6,775+23.3% | Added |
| The PNC Financial Services Group, Inc. | 31,691 | $210.4K | 0.00% | +81+0.3% | Added |
| Pathway Financial Advisers, LLC | 30,704 | $203.9K | 0.08% | −2,108−6.4% | Reduced |
| Providence First Trust Co | 27,000 | $179.3K | 0.10% | −1,200−4.3% | Reduced |
| GWM Advisors LLC | 26,980 | $179.1K | 0.00% | −3,158−10.5% | Reduced |
| Silverlake Wealth Management LLC | 24,259 | $161.1K | 0.10% | +95+0.4% | Added |
| Keudell/Morrison Wealth Management | 23,495 | $156.0K | 0.05% | −11,500−32.9% | Reduced |
| Susquehanna International Group, LLP | 21,687 | $144.0K | 0.00% | +21,687 | New |
| Camelot Portfolios, LLC | 20,000 | $132.8K | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 19,216 | $127.6K | 0.00% | +223+1.2% | Added |
| Stifel Financial Corp | 19,089 | $126.8K | 0.00% | −1,947−9.3% | Reduced |
| RFG Advisory, LLC | 17,548 | $116.5K | 0.01% | +17,548 | New |
| National Asset Management, Inc. | 15,657 | $104.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,392 | $102.2K | 0.00% | −5,400−26.0% | Reduced |
| Truist Financial Corp | 13,750 | $91.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,270 | $88.1K | 0.00% | −15,685−54.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $80.9K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,151 | $67.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,500 | $63.1K | 0.00% | +9,500 | New |
| Baldrige Asset Management LLC | 8,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 5,160 | $34.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,017 | $13.0K | 0.00% | +2,017 | New |
| Anchor Investment Management, LLC | 1,500 | $9.96K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,310 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $7.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.64K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.32K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 33 | $219 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $33 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $6 | 0.00% | +1 | New |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 0 | $0 | 0.00% | −31,962−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −20,005−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −17,028−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,348−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,313−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |