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, Q4 2023
Institutional positions in Invesco Municipal Income Opportunities Trust as of Dec 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
- 66
- +12 vs. Q3 2023
- Shares held
- 6.12M
- +249.7K (+4.3%) vs. Q3 2023
- Total value
- $38.9M
- +$4.75M (+13.9%) vs. Q3 2023
- New holders
- 16
- 22 more added
- Sold out
- 4
- 16 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 909,558 | $5.78M | 0.04% | +98,910+12.2% | Added |
| Bank of America Corp | 747,206 | $4.74M | 0.00% | +51,780+7.4% | Added |
| Ameriprise Financial Inc | 659,405 | $4.19M | 0.00% | +172,830+35.5% | Added |
| UBS Group AG | 455,006 | $2.89M | 0.00% | +51,385+12.7% | Added |
| Morgan Stanley | 365,345 | $2.32M | 0.00% | −104,385−22.2% | Reduced |
| Advisor Group Holdings, Inc. | 360,166 | $2.29M | 0.00% | −11,065−3.0% | Reduced |
| Van Eck Associates Corp | 261,713 | $1.66M | 0.00% | +81,830+45.5% | Added |
| Commonwealth Equity Services, LLC | 205,832 | $1.31M | 0.00% | −164,153−44.4% | Reduced |
| LPL Financial LLC | 171,032 | $1.09M | 0.00% | +3,709+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 139,275 | $884.4K | 0.00% | +4,441+3.3% | Added |
| Invesco Ltd. | 120,254 | $763.6K | 0.00% | −52,947−30.6% | Reduced |
| MML Investors Services, LLC | 91,945 | $584.0K | 0.00% | −717−0.8% | Reduced |
| Raymond James & Associates | 91,826 | $583.1K | 0.00% | +20,740+29.2% | Added |
| IHT Wealth Management, LLC | 81,276 | $516.1K | 0.02% | −4,155−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 79,024 | $501.8K | 0.00% | −2,152−2.7% | Reduced |
| Wells Fargo & Company | 77,384 | $491.4K | 0.00% | −19,093−19.8% | Reduced |
| Melfa Wealth Management, LLC | 75,200 | $477.5K | 0.45% | +3,595+5.0% | Added |
| Rothschild Investment LLC | 71,700 | $455.3K | 0.04% | +71,700 | New |
| Advisor Resource Council | 69,162 | $439.2K | 0.05% | +69,162 | New |
| Farther Finance Advisors, LLC | 67,930 | $431.4K | 0.03% | +38,794+133.1% | Added |
| Rockefeller Capital Management L.P. | 56,404 | $358.2K | 0.00% | −3,602−6.0% | Reduced |
| Baird Financial Group, Inc. | 53,229 | $338.0K | 0.00% | −4,025−7.0% | Reduced |
| GWM Advisors LLC | 52,952 | $333.3K | 0.00% | +26,372+99.2% | Added |
| Royal Bank of Canada | 52,437 | $333.0K | 0.00% | +125+0.2% | Added |
| HighTower Advisors, LLC | 49,199 | $312.0K | 0.00% | +672+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,189 | $287.0K | 0.00% | +7,265+19.2% | Added |
| Financial Counselors Inc | 43,009 | $273.1K | 0.00% | +43,009 | New |
| Landscape Capital Management, L.L.C. | 40,169 | $255.1K | 0.02% | +40,169 | New |
| Moors & Cabot, Inc. | 40,000 | $254.0K | 0.02% | +40,000 | New |
| Insight Wealth Strategies, LLC | 37,755 | $239.7K | 0.04% | +211+0.6% | Added |
| Burford Brothers, Inc. | 36,720 | $233.2K | 0.16% | +36,720 | New |
| Mariner, LLC | 32,558 | $206.7K | 0.00% | +32,558 | New |
| Napa Wealth Management | 30,944 | $196.5K | 0.11% | +30,944 | New |
| Providence First Trust Co | 26,000 | $165.1K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 25,371 | $161.1K | 0.06% | −4,620−15.4% | Reduced |
| Arete Wealth Advisors, LLC | 25,220 | $160.1K | 0.01% | 00.0% | Unchanged |
| Berkeley, Inc | 25,204 | $160.0K | 0.10% | −10,140−28.7% | Reduced |
| Prospera Financial Services Inc | 22,154 | $140.7K | 0.00% | +4,214+23.5% | Added |
| The PNC Financial Services Group, Inc. | 20,005 | $127.0K | 0.00% | −1,269−6.0% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $127.0K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,590 | $124.4K | 0.00% | +33+0.2% | Added |
| Susquehanna International Group, LLP | 19,106 | $121.3K | 0.00% | +7,593+66.0% | Added |
| Cetera Advisor Networks LLC | 18,719 | $118.9K | 0.00% | −343,312−94.8% | Reduced |
| Fairhaven Wealth Management, LLC | 18,450 | $117.2K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 18,412 | $116.9K | 0.00% | +252+1.4% | Added |
| Truist Financial Corp | 18,250 | $115.9K | 0.00% | +4,500+32.7% | Added |
| RFG Advisory, LLC | 17,946 | $114.0K | 0.00% | +161+0.9% | Added |
| Nomura Holdings Inc | 17,887 | $113.6K | 0.00% | +17,887 | New |
| Genesee Capital Advisors, LLC | 17,830 | $113.2K | 0.07% | +17,830 | New |
| Silverlake Wealth Management LLC | 16,857 | $107.0K | 0.06% | −7,592−31.1% | Reduced |
| Modera Wealth Management, LLC | 15,763 | $100.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,090 | $89.5K | 0.00% | +14,090 | New |
| Fortitude Advisory Group L.L.C. | 13,468 | $85.5K | 0.05% | +13,468 | New |
| Virtu Financial LLC | 12,987 | $82.0K | 0.01% | +12,987 | New |
| Creative Planning | 10,697 | $67.9K | 0.00% | +10,697 | New |
| United Capital Financial Advisers, LLC | 10,545 | $67.0K | 0.00% | −2,018−16.1% | Reduced |
| Kestra Private Wealth Services, LLC | 10,516 | $66.8K | 0.00% | +10,516 | New |
| AE Wealth Management LLC | 10,151 | $63.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,201 | $7.63K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.62K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.35K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 561 | $3.56K | 0.00% | +560+56,000.0% | Added |
| First Horizon Advisors, Inc. | 500 | $3.17K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 33 | $210 | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 5 | $32 | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −18,395−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,715−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |