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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $31 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.12K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 676 | $4.22K | 0.00% | +675+67,500.0% | Added |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.49K | 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% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,500 | $9.36K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 4,423 | $27.6K | 0.02% | +4,423 | New |
| Farther Finance Advisors, LLC | 5,569 | $34.8K | 0.01% | +5,569 | New |
| Kistler-Tiffany Companies, LLC | 6,273 | $39.1K | 0.01% | +6,273 | New |
| Steward Partners Investment Advisory, LLC | 9,500 | $59.3K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,151 | $63.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,250 | $64.0K | 0.00% | +10,250 | New |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $76.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,652 | $78.9K | 0.00% | −9,035−41.7% | Reduced |
| Nomura Holdings Inc | 12,846 | $80.2K | 0.00% | +12,846 | New |
| Stratos Wealth Partners, LTD. | 13,331 | $83.2K | 0.00% | +61+0.5% | Added |
| Truist Financial Corp | 13,750 | $85.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,776 | $86.0K | 0.00% | +13,776 | New |
| United Capital Financial Advisers, LLC | 14,065 | $87.8K | 0.00% | −1,327−8.6% | Reduced |
| National Asset Management, Inc. | 15,657 | $97.7K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 17,690 | $110.4K | 0.00% | +142+0.8% | Added |
| Keudell/Morrison Wealth Management | 18,395 | $114.8K | 0.03% | −5,100−21.7% | Reduced |
| Fairhaven Wealth Management, LLC | 18,450 | $115.1K | 0.04% | +18,450 | New |
| Stifel Financial Corp | 19,089 | $119.1K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 19,442 | $121.3K | 0.00% | +226+1.2% | Added |
| Camelot Portfolios, LLC | 20,000 | $124.8K | 0.08% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 24,353 | $152.0K | 0.08% | +94+0.4% | Added |
| Arete Wealth Advisors, LLC | 25,220 | $157.0K | 0.01% | +25,220 | New |
| GWM Advisors LLC | 26,750 | $166.9K | 0.00% | −230−0.9% | Reduced |
| Providence First Trust Co | 27,000 | $168.5K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 31,772 | $198.3K | 0.00% | +81+0.3% | Added |
| Berkeley, Inc | 35,134 | $219.2K | 0.15% | −2,361−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,171 | $232.0K | 0.00% | +1,334+3.7% | Added |
| Insight Wealth Strategies, LLC | 37,347 | $233.0K | 0.04% | +189+0.5% | Added |
| HighTower Advisors, LLC | 51,249 | $320.0K | 0.00% | +603+1.2% | Added |
| Royal Bank of Canada | 52,198 | $326.0K | 0.00% | +2,163+4.3% | Added |
| Rockefeller Capital Management L.P. | 59,651 | $372.2K | 0.00% | +5,451+10.1% | Added |
| Raymond James & Associates | 70,865 | $442.2K | 0.00% | +562+0.8% | Added |
| Melfa Wealth Management, LLC | 71,147 | $444.0K | 0.45% | +440+0.6% | Added |
| UBS Group AG | 74,342 | $463.9K | 0.00% | −6,414−7.9% | Reduced |
| Wells Fargo & Company | 80,456 | $502.0K | 0.00% | −27,124−25.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 82,081 | $512.2K | 0.00% | −4,957−5.7% | Reduced |
| Baird Financial Group, Inc. | 82,395 | $514.1K | 0.00% | −20,520−19.9% | Reduced |
| IHT Wealth Management, LLC | 83,231 | $519.4K | 0.03% | +487+0.6% | Added |
| MML Investors Services, LLC | 92,542 | $577.0K | 0.00% | +306+0.3% | Added |
| Invesco Ltd. | 127,744 | $797.1K | 0.00% | −1,442−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 172,923 | $1.08M | 0.00% | +22,363+14.9% | Added |
| Van Eck Associates Corp | 181,762 | $1.13M | 0.00% | +16,576+10.0% | Added |
| LPL Financial LLC | 195,199 | $1.22M | 0.00% | +47,627+32.3% | Added |
| Advisor Group Holdings, Inc. | 357,174 | $2.23M | 0.00% | +9,362+2.7% | Added |
| Cetera Advisor Networks LLC | 371,194 | $2.32M | 0.02% | +16,747+4.7% | Added |
| Ameriprise Financial Inc | 397,953 | $2.47M | 0.00% | −3,729−0.9% | Reduced |
| Morgan Stanley | 435,027 | $2.71M | 0.00% | −7,677−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 437,424 | $2.73M | 0.01% | −24,569−5.3% | Reduced |
| Guggenheim Capital LLC | 604,679 | $3.77M | 0.03% | −121,412−16.7% | Reduced |
| Bank of America Corp | 630,501 | $3.93M | 0.00% | −4,400−0.7% | Reduced |
| 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 |