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, Q2 2023
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 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
- 60
- +5 vs. Q1 2023
- Shares held
- 5.23M
- −25.2K (−0.5%) vs. Q1 2023
- Total value
- $32.6M
- −$2.27M (−6.5%) vs. Q1 2023
- New holders
- 8
- 20 more added
- Sold out
- 3
- 15 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 630,501 | $3.93M | 0.00% | −4,400−0.7% | Reduced |
| Guggenheim Capital LLC | 604,679 | $3.77M | 0.03% | −121,412−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 437,424 | $2.73M | 0.01% | −24,569−5.3% | Reduced |
| Morgan Stanley | 435,027 | $2.71M | 0.00% | −7,677−1.7% | Reduced |
| Ameriprise Financial Inc | 397,953 | $2.47M | 0.00% | −3,729−0.9% | Reduced |
| Cetera Advisor Networks LLC | 371,194 | $2.32M | 0.02% | +16,747+4.7% | Added |
| Advisor Group Holdings, Inc. | 357,174 | $2.23M | 0.00% | +9,362+2.7% | Added |
| LPL Financial LLC | 195,199 | $1.22M | 0.00% | +47,627+32.3% | Added |
| Van Eck Associates Corp | 181,762 | $1.13M | 0.00% | +16,576+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 172,923 | $1.08M | 0.00% | +22,363+14.9% | Added |
| Invesco Ltd. | 127,744 | $797.1K | 0.00% | −1,442−1.1% | Reduced |
| MML Investors Services, LLC | 92,542 | $577.0K | 0.00% | +306+0.3% | Added |
| IHT Wealth Management, LLC | 83,231 | $519.4K | 0.03% | +487+0.6% | Added |
| Baird Financial Group, Inc. | 82,395 | $514.1K | 0.00% | −20,520−19.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 82,081 | $512.2K | 0.00% | −4,957−5.7% | Reduced |
| Wells Fargo & Company | 80,456 | $502.0K | 0.00% | −27,124−25.2% | Reduced |
| UBS Group AG | 74,342 | $463.9K | 0.00% | −6,414−7.9% | Reduced |
| Melfa Wealth Management, LLC | 71,147 | $444.0K | 0.45% | +440+0.6% | Added |
| Raymond James & Associates | 70,865 | $442.2K | 0.00% | +562+0.8% | Added |
| Rockefeller Capital Management L.P. | 59,651 | $372.2K | 0.00% | +5,451+10.1% | Added |
| Royal Bank of Canada | 52,198 | $326.0K | 0.00% | +2,163+4.3% | Added |
| HighTower Advisors, LLC | 51,249 | $320.0K | 0.00% | +603+1.2% | Added |
| Insight Wealth Strategies, LLC | 37,347 | $233.0K | 0.04% | +189+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,171 | $232.0K | 0.00% | +1,334+3.7% | Added |
| Berkeley, Inc | 35,134 | $219.2K | 0.15% | −2,361−6.3% | Reduced |
| The PNC Financial Services Group, Inc. | 31,772 | $198.3K | 0.00% | +81+0.3% | Added |
| Providence First Trust Co | 27,000 | $168.5K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,750 | $166.9K | 0.00% | −230−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 25,220 | $157.0K | 0.01% | +25,220 | New |
| Silverlake Wealth Management LLC | 24,353 | $152.0K | 0.08% | +94+0.4% | Added |
| Camelot Portfolios, LLC | 20,000 | $124.8K | 0.08% | 00.0% | Unchanged |
| Lincoln National Corp | 19,442 | $121.3K | 0.00% | +226+1.2% | Added |
| Stifel Financial Corp | 19,089 | $119.1K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 18,450 | $115.1K | 0.04% | +18,450 | New |
| Keudell/Morrison Wealth Management | 18,395 | $114.8K | 0.03% | −5,100−21.7% | Reduced |
| RFG Advisory, LLC | 17,690 | $110.4K | 0.00% | +142+0.8% | Added |
| National Asset Management, Inc. | 15,657 | $97.7K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 14,065 | $87.8K | 0.00% | −1,327−8.6% | Reduced |
| Prospera Financial Services Inc | 13,776 | $86.0K | 0.00% | +13,776 | New |
| Truist Financial Corp | 13,750 | $85.8K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,331 | $83.2K | 0.00% | +61+0.5% | Added |
| Nomura Holdings Inc | 12,846 | $80.2K | 0.00% | +12,846 | New |
| Susquehanna International Group, LLP | 12,652 | $78.9K | 0.00% | −9,035−41.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $76.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,250 | $64.0K | 0.00% | +10,250 | New |
| AE Wealth Management LLC | 10,151 | $63.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,500 | $59.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 6,273 | $39.1K | 0.01% | +6,273 | New |
| Farther Finance Advisors, LLC | 5,569 | $34.8K | 0.01% | +5,569 | New |
| WFA Asset Management Corp | 4,423 | $27.6K | 0.02% | +4,423 | New |
| Anchor Investment Management, LLC | 1,500 | $9.36K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,310 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $7.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.24K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 676 | $4.22K | 0.00% | +675+67,500.0% | Added |
| First Horizon Advisors, Inc. | 500 | $3.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $31 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 0 | $0 | 0.00% | −5,160−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |