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, Q1 2024
Institutional positions in Invesco Municipal Income Opportunities Trust as of Mar 31, 2024. 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
- 59
- −7 vs. Q4 2023
- Shares held
- 6.12M
- −690 (0.0%) vs. Q4 2023
- Total value
- $40.0M
- +$1.08M (+2.8%) vs. Q4 2023
- New holders
- 5
- 24 more added
- Sold out
- 12
- 13 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 956,033 | $6.24M | 0.04% | +46,475+5.1% | Added |
| Bank of America Corp | 781,159 | $5.10M | 0.00% | +33,953+4.5% | Added |
| Ameriprise Financial Inc | 694,895 | $4.54M | 0.00% | +35,490+5.4% | Added |
| UBS Group AG | 465,986 | $3.04M | 0.00% | +10,980+2.4% | Added |
| Morgan Stanley | 432,814 | $2.83M | 0.00% | +67,469+18.5% | Added |
| Advisor Group Holdings, Inc. | 363,979 | $2.38M | 0.01% | +3,813+1.1% | Added |
| Van Eck Associates Corp | 203,649 | $1.33M | 0.00% | −58,064−22.2% | Reduced |
| Commonwealth Equity Services, LLC | 201,508 | $1.32M | 0.00% | −4,324−2.1% | Reduced |
| LPL Financial LLC | 161,581 | $1.06M | 0.00% | −9,451−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 140,072 | $914.7K | 0.00% | +797+0.6% | Added |
| MML Investors Services, LLC | 95,850 | $626.0K | 0.00% | +3,905+4.2% | Added |
| Raymond James & Associates | 90,751 | $592.6K | 0.00% | −1,075−1.2% | Reduced |
| Invesco Ltd. | 87,162 | $569.2K | 0.00% | −33,092−27.5% | Reduced |
| Wells Fargo & Company | 83,252 | $543.6K | 0.00% | +5,868+7.6% | Added |
| Northwestern Mutual Wealth Management Co | 79,071 | $516.3K | 0.00% | +47+0.1% | Added |
| IHT Wealth Management, LLC | 78,396 | $511.9K | 0.02% | −2,880−3.5% | Reduced |
| Melfa Wealth Management, LLC | 75,679 | $494.2K | 0.36% | +479+0.6% | Added |
| Rothschild Investment LLC | 71,700 | $468.1K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 69,455 | $449.4K | 0.03% | +1,525+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,622 | $363.0K | 0.00% | +10,433+23.1% | Added |
| Baird Financial Group, Inc. | 52,934 | $345.7K | 0.00% | −295−0.6% | Reduced |
| Royal Bank of Canada | 52,607 | $344.0K | 0.00% | +170+0.3% | Added |
| HighTower Advisors, LLC | 49,856 | $326.0K | 0.00% | +657+1.3% | Added |
| Rockefeller Capital Management L.P. | 49,176 | $321.1K | 0.00% | −7,228−12.8% | Reduced |
| Landscape Capital Management, L.L.C. | 44,184 | $288.5K | 0.03% | +4,015+10.0% | Added |
| Financial Counselors Inc | 43,009 | $280.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 41,859 | $273.3K | 0.00% | −11,093−20.9% | Reduced |
| Moors & Cabot, Inc. | 40,000 | $261.2K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 37,961 | $247.9K | 0.04% | +206+0.5% | Added |
| Burford Brothers, Inc. | 36,720 | $239.8K | 0.16% | 00.0% | Unchanged |
| Mariner, LLC | 32,558 | $212.6K | 0.00% | 00.0% | Unchanged |
| Napa Wealth Management | 30,944 | $202.1K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 27,536 | $179.8K | 0.00% | +9,286+50.9% | Added |
| Providence First Trust Co | 26,000 | $169.8K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 23,812 | $155.5K | 0.00% | +1,658+7.5% | Added |
| RFG Advisory, LLC | 23,757 | $155.1K | 0.01% | +5,811+32.4% | Added |
| Pathway Financial Advisers, LLC | 23,356 | $152.5K | 0.05% | −2,015−7.9% | Reduced |
| Cetera Investment Advisers | 22,661 | $148.0K | 0.00% | +22,661 | New |
| Nomura Holdings Inc | 22,333 | $145.8K | 0.00% | +4,446+24.9% | Added |
| Berkeley, Inc | 21,726 | $141.9K | 0.09% | −3,478−13.8% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $130.6K | 0.13% | 00.0% | Unchanged |
| Lincoln National Corp | 18,657 | $121.8K | 0.00% | +245+1.3% | Added |
| Fairhaven Wealth Management, LLC | 18,450 | $120.5K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,358 | $119.9K | 0.00% | −1,647−8.2% | Reduced |
| Genesee Capital Advisors, LLC | 17,830 | $116.4K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,557 | $113.6K | 0.00% | −33−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 17,048 | $111.3K | 0.00% | +17,048 | New |
| Silverlake Wealth Management LLC | 16,994 | $111.0K | 0.06% | +137+0.8% | Added |
| Atria Wealth Solutions, Inc. | 15,850 | $103.5K | 0.00% | +15,850 | New |
| Modera Wealth Management, LLC | 15,763 | $102.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $87.9K | 0.05% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 12,284 | $80.2K | 0.05% | +12,284 | New |
| Kestra Private Wealth Services, LLC | 10,553 | $68.9K | 0.00% | +37+0.4% | Added |
| United Capital Financial Advisers, LLC | 10,545 | $68.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $7.84K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,000 | $6.53K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 830 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.27K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 172 | $1.12K | 0.00% | +172 | New |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −69,162−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,220−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,106−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,719−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,987−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,697−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |