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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $6 | 0.00% | −675−99.9% | Reduced |
| AdvisorNet Financial, Inc | 5 | $29 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $2.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $5.81K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $6.97K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $6.98K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,500 | $55.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,151 | $59.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,513 | $66.9K | 0.00% | −1,139−9.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $68.5K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,563 | $73.0K | 0.00% | −1,502−10.7% | Reduced |
| Truist Financial Corp | 13,750 | $79.9K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 15,763 | $91.6K | 0.00% | +15,763 | New |
| Stifel Financial Corp | 16,715 | $97.1K | 0.00% | −2,374−12.4% | Reduced |
| RFG Advisory, LLC | 17,785 | $103.3K | 0.00% | +95+0.5% | Added |
| Prospera Financial Services Inc | 17,940 | $104.2K | 0.00% | +4,164+30.2% | Added |
| Lincoln National Corp | 18,160 | $105.5K | 0.00% | −1,282−6.6% | Reduced |
| Keudell/Morrison Wealth Management | 18,395 | $106.9K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 18,450 | $107.2K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,557 | $113.6K | 0.00% | +3,900+24.9% | Added |
| Camelot Portfolios, LLC | 20,000 | $116.2K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,274 | $123.6K | 0.00% | −10,498−33.0% | Reduced |
| Silverlake Wealth Management LLC | 24,449 | $142.1K | 0.08% | +96+0.4% | Added |
| Arete Wealth Advisors, LLC | 25,220 | $146.5K | 0.03% | 00.0% | Unchanged |
| Providence First Trust Co | 26,000 | $151.1K | 0.08% | −1,000−3.7% | Reduced |
| GWM Advisors LLC | 26,580 | $154.4K | 0.00% | −170−0.6% | Reduced |
| Farther Finance Advisors, LLC | 29,136 | $169.3K | 0.03% | +23,567+423.2% | Added |
| Pathway Financial Advisers, LLC | 29,991 | $174.3K | 0.07% | +29,991 | New |
| Berkeley, Inc | 35,344 | $205.3K | 0.14% | +210+0.6% | Added |
| Insight Wealth Strategies, LLC | 37,544 | $218.1K | 0.04% | +197+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,924 | $220.0K | 0.00% | +753+2.0% | Added |
| HighTower Advisors, LLC | 48,527 | $282.0K | 0.00% | −2,722−5.3% | Reduced |
| Royal Bank of Canada | 52,312 | $304.0K | 0.00% | +114+0.2% | Added |
| Baird Financial Group, Inc. | 57,254 | $332.6K | 0.00% | −25,141−30.5% | Reduced |
| Rockefeller Capital Management L.P. | 60,006 | $348.6K | 0.00% | +355+0.6% | Added |
| Raymond James & Associates | 71,086 | $413.0K | 0.00% | +221+0.3% | Added |
| Melfa Wealth Management, LLC | 71,605 | $416.0K | 0.45% | +458+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 81,176 | $471.6K | 0.00% | −905−1.1% | Reduced |
| IHT Wealth Management, LLC | 85,431 | $496.4K | 0.03% | +2,200+2.6% | Added |
| MML Investors Services, LLC | 92,662 | $538.0K | 0.00% | +120+0.1% | Added |
| Wells Fargo & Company | 96,477 | $560.5K | 0.00% | +16,021+19.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 134,834 | $783.4K | 0.00% | −38,089−22.0% | Reduced |
| LPL Financial LLC | 167,323 | $972.1K | 0.00% | −27,876−14.3% | Reduced |
| Invesco Ltd. | 173,201 | $1.01M | 0.00% | +45,457+35.6% | Added |
| Van Eck Associates Corp | 179,883 | $1.04M | 0.00% | −1,879−1.0% | Reduced |
| Cetera Advisor Networks LLC | 362,031 | $2.10M | 0.01% | −9,163−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 369,985 | $2.15M | 0.00% | −67,439−15.4% | Reduced |
| Advisor Group Holdings, Inc. | 371,231 | $2.16M | 0.00% | +14,057+3.9% | Added |
| UBS Group AG | 403,621 | $2.35M | 0.00% | +329,279+442.9% | Added |
| Morgan Stanley | 469,730 | $2.73M | 0.00% | +34,703+8.0% | Added |
| Ameriprise Financial Inc | 486,575 | $2.83M | 0.00% | +88,622+22.3% | Added |
| Bank of America Corp | 695,426 | $4.04M | 0.00% | +64,925+10.3% | Added |
| Guggenheim Capital LLC | 810,648 | $4.71M | 0.04% | +205,969+34.1% | Added |
| 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 |