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