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