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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $6 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 5 | $33 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 33 | $219 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.32K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.64K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.97K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $7.97K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,310 | $9.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $9.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,017 | $13.0K | 0.00% | +2,017 | New |
| James Investment Research Inc | 5,160 | $34.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 8,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,500 | $63.1K | 0.00% | +9,500 | New |
| AE Wealth Management LLC | 10,151 | $67.4K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $80.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,270 | $88.1K | 0.00% | −15,685−54.2% | Reduced |
| Truist Financial Corp | 13,750 | $91.3K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,392 | $102.2K | 0.00% | −5,400−26.0% | Reduced |
| National Asset Management, Inc. | 15,657 | $104.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 17,548 | $116.5K | 0.01% | +17,548 | New |
| Stifel Financial Corp | 19,089 | $126.8K | 0.00% | −1,947−9.3% | Reduced |
| Lincoln National Corp | 19,216 | $127.6K | 0.00% | +223+1.2% | Added |
| Camelot Portfolios, LLC | 20,000 | $132.8K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,687 | $144.0K | 0.00% | +21,687 | New |
| Keudell/Morrison Wealth Management | 23,495 | $156.0K | 0.05% | −11,500−32.9% | Reduced |
| Silverlake Wealth Management LLC | 24,259 | $161.1K | 0.10% | +95+0.4% | Added |
| GWM Advisors LLC | 26,980 | $179.1K | 0.00% | −3,158−10.5% | Reduced |
| Providence First Trust Co | 27,000 | $179.3K | 0.10% | −1,200−4.3% | Reduced |
| Pathway Financial Advisers, LLC | 30,704 | $203.9K | 0.08% | −2,108−6.4% | Reduced |
| The PNC Financial Services Group, Inc. | 31,691 | $210.4K | 0.00% | +81+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,837 | $238.0K | 0.00% | +6,775+23.3% | Added |
| Insight Wealth Strategies, LLC | 37,158 | $246.7K | 0.05% | +187+0.5% | Added |
| Berkeley, Inc | 37,495 | $249.0K | 0.18% | +275+0.7% | Added |
| Royal Bank of Canada | 50,035 | $332.0K | 0.00% | +4,057+8.8% | Added |
| HighTower Advisors, LLC | 50,646 | $336.0K | 0.00% | +596+1.2% | Added |
| Rockefeller Capital Management L.P. | 54,200 | $359.0K | 0.00% | +6,621+13.9% | Added |
| Raymond James & Associates | 70,303 | $466.8K | 0.00% | +4,208+6.4% | Added |
| Melfa Wealth Management, LLC | 70,707 | $469.5K | 0.47% | −3,566−4.8% | Reduced |
| UBS Group AG | 80,756 | $536.2K | 0.00% | −1,356−1.7% | Reduced |
| IHT Wealth Management, LLC | 82,744 | $549.4K | 0.03% | +473+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 87,038 | $577.9K | 0.00% | −5,540−6.0% | Reduced |
| MML Investors Services, LLC | 92,236 | $612.0K | 0.00% | +729+0.8% | Added |
| Baird Financial Group, Inc. | 102,915 | $683.4K | 0.00% | −14,816−12.6% | Reduced |
| Wells Fargo & Company | 107,580 | $714.3K | 0.00% | −11,240−9.5% | Reduced |
| Invesco Ltd. | 129,186 | $857.8K | 0.00% | +35,797+38.3% | Added |
| LPL Financial LLC | 147,572 | $979.9K | 0.00% | −20,668−12.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 150,560 | $999.7K | 0.00% | +6,022+4.2% | Added |
| Van Eck Associates Corp | 165,186 | $1.10M | 0.00% | −2,187−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 347,812 | $2.31M | 0.00% | +20,543+6.3% | Added |
| Cetera Advisor Networks LLC | 354,447 | $2.35M | 0.02% | +3,727+1.1% | Added |
| Ameriprise Financial Inc | 401,682 | $2.67M | 0.00% | −9,738−2.4% | Reduced |
| Morgan Stanley | 442,704 | $2.94M | 0.00% | −7,123−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 461,993 | $3.07M | 0.01% | +6,785+1.5% | Added |
| Bank of America Corp | 634,901 | $4.22M | 0.00% | +10,339+1.7% | Added |
| Guggenheim Capital LLC | 726,091 | $4.82M | 0.04% | −146,306−16.8% | Reduced |
| 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 |