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, Q3 2023
Institutional positions in Invesco Municipal Income Opportunities Trust as of Sep 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
- 54
- −4 vs. Q2 2023
- Shares held
- 5.87M
- +645.7K (+12.4%) vs. Q2 2023
- Total value
- $34.1M
- +$1.51M (+4.6%) vs. Q2 2023
- New holders
- 2
- 22 more added
- Sold out
- 6
- 16 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 810,648 | $4.71M | 0.04% | +205,969+34.1% | Added |
| Bank of America Corp | 695,426 | $4.04M | 0.00% | +64,925+10.3% | Added |
| Ameriprise Financial Inc | 486,575 | $2.83M | 0.00% | +88,622+22.3% | Added |
| Morgan Stanley | 469,730 | $2.73M | 0.00% | +34,703+8.0% | Added |
| UBS Group AG | 403,621 | $2.35M | 0.00% | +329,279+442.9% | Added |
| Advisor Group Holdings, Inc. | 371,231 | $2.16M | 0.00% | +14,057+3.9% | Added |
| Commonwealth Equity Services, LLC | 369,985 | $2.15M | 0.00% | −67,439−15.4% | Reduced |
| Cetera Advisor Networks LLC | 362,031 | $2.10M | 0.01% | −9,163−2.5% | Reduced |
| Van Eck Associates Corp | 179,883 | $1.04M | 0.00% | −1,879−1.0% | Reduced |
| Invesco Ltd. | 173,201 | $1.01M | 0.00% | +45,457+35.6% | Added |
| LPL Financial LLC | 167,323 | $972.1K | 0.00% | −27,876−14.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 134,834 | $783.4K | 0.00% | −38,089−22.0% | Reduced |
| Wells Fargo & Company | 96,477 | $560.5K | 0.00% | +16,021+19.9% | Added |
| MML Investors Services, LLC | 92,662 | $538.0K | 0.00% | +120+0.1% | Added |
| IHT Wealth Management, LLC | 85,431 | $496.4K | 0.03% | +2,200+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 81,176 | $471.6K | 0.00% | −905−1.1% | Reduced |
| Melfa Wealth Management, LLC | 71,605 | $416.0K | 0.45% | +458+0.6% | Added |
| Raymond James & Associates | 71,086 | $413.0K | 0.00% | +221+0.3% | Added |
| Rockefeller Capital Management L.P. | 60,006 | $348.6K | 0.00% | +355+0.6% | Added |
| Baird Financial Group, Inc. | 57,254 | $332.6K | 0.00% | −25,141−30.5% | Reduced |
| Royal Bank of Canada | 52,312 | $304.0K | 0.00% | +114+0.2% | Added |
| HighTower Advisors, LLC | 48,527 | $282.0K | 0.00% | −2,722−5.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,924 | $220.0K | 0.00% | +753+2.0% | Added |
| Insight Wealth Strategies, LLC | 37,544 | $218.1K | 0.04% | +197+0.5% | Added |
| Berkeley, Inc | 35,344 | $205.3K | 0.14% | +210+0.6% | Added |
| Pathway Financial Advisers, LLC | 29,991 | $174.3K | 0.07% | +29,991 | New |
| Farther Finance Advisors, LLC | 29,136 | $169.3K | 0.03% | +23,567+423.2% | Added |
| GWM Advisors LLC | 26,580 | $154.4K | 0.00% | −170−0.6% | Reduced |
| Providence First Trust Co | 26,000 | $151.1K | 0.08% | −1,000−3.7% | Reduced |
| Arete Wealth Advisors, LLC | 25,220 | $146.5K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 24,449 | $142.1K | 0.08% | +96+0.4% | Added |
| The PNC Financial Services Group, Inc. | 21,274 | $123.6K | 0.00% | −10,498−33.0% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $116.2K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,557 | $113.6K | 0.00% | +3,900+24.9% | Added |
| Fairhaven Wealth Management, LLC | 18,450 | $107.2K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 18,395 | $106.9K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 18,160 | $105.5K | 0.00% | −1,282−6.6% | Reduced |
| Prospera Financial Services Inc | 17,940 | $104.2K | 0.00% | +4,164+30.2% | Added |
| RFG Advisory, LLC | 17,785 | $103.3K | 0.00% | +95+0.5% | Added |
| Stifel Financial Corp | 16,715 | $97.1K | 0.00% | −2,374−12.4% | Reduced |
| Modera Wealth Management, LLC | 15,763 | $91.6K | 0.00% | +15,763 | New |
| Truist Financial Corp | 13,750 | $79.9K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,563 | $73.0K | 0.00% | −1,502−10.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $68.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,513 | $66.9K | 0.00% | −1,139−9.0% | Reduced |
| AE Wealth Management LLC | 10,151 | $59.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,500 | $55.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $6.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $6.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $5.81K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $2.90K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $29 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $6 | 0.00% | −675−99.9% | Reduced |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −13,331−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,846−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |