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, Q2 2024
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 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
- 61
- +2 vs. Q1 2024
- Shares held
- 5.89M
- −235.4K (−3.8%) vs. Q1 2024
- Total value
- $37.3M
- −$2.60M (−6.5%) vs. Q1 2024
- New holders
- 9
- 20 more added
- Sold out
- 7
- 21 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 922,195 | $5.86M | 0.04% | −33,838−3.5% | Reduced |
| Bank of America Corp | 762,832 | $4.84M | 0.00% | −18,327−2.3% | Reduced |
| Ameriprise Financial Inc | 663,624 | $4.21M | 0.00% | −31,271−4.5% | Reduced |
| Morgan Stanley | 451,542 | $2.87M | 0.00% | +18,728+4.3% | Added |
| UBS Group AG | 440,265 | $2.80M | 0.00% | −25,721−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 221,449 | $1.41M | 0.00% | −142,530−39.2% | Reduced |
| Van Eck Associates Corp | 205,079 | $1.30M | 0.00% | +1,430+0.7% | Added |
| Commonwealth Equity Services, LLC | 201,768 | $1.28M | 0.00% | +260+0.1% | Added |
| LPL Financial LLC | 147,609 | $937.3K | 0.00% | −13,972−8.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 124,833 | $792.7K | 0.00% | −15,239−10.9% | Reduced |
| MML Investors Services, LLC | 95,823 | $608.0K | 0.00% | −270.0% | Reduced |
| Wells Fargo & Company | 94,412 | $599.5K | 0.00% | +11,160+13.4% | Added |
| Raymond James & Associates | 89,630 | $569.2K | 0.00% | −1,121−1.2% | Reduced |
| IHT Wealth Management, LLC | 78,396 | $497.8K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,679 | $480.6K | 0.34% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75,513 | $479.5K | 0.00% | −3,558−4.5% | Reduced |
| Rothschild Investment LLC | 71,700 | $455.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 69,124 | $431.3K | 0.02% | −331−0.5% | Reduced |
| Invesco Ltd. | 59,674 | $378.9K | 0.00% | −27,488−31.5% | Reduced |
| Landscape Capital Management, L.L.C. | 57,916 | $367.8K | 0.03% | +13,732+31.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,379 | $345.0K | 0.00% | −1,243−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 53,846 | $341.9K | 0.00% | +4,670+9.5% | Added |
| HighTower Advisors, LLC | 50,797 | $323.0K | 0.00% | +941+1.9% | Added |
| Avantax Advisory Services, Inc. | 50,366 | $319.8K | 0.00% | +33,318+195.4% | Added |
| Royal Bank of Canada | 47,738 | $303.0K | 0.00% | −4,869−9.3% | Reduced |
| GWM Advisors LLC | 46,674 | $296.4K | 0.00% | +4,815+11.5% | Added |
| Sanctuary Advisors, LLC | 45,357 | $277.6K | 0.00% | +45,357 | New |
| Financial Counselors Inc | 43,009 | $273.1K | 0.00% | 00.0% | Unchanged |
| Providence First Trust Co | 41,974 | $266.5K | 0.12% | +15,974+61.4% | Added |
| Insight Wealth Strategies, LLC | 38,183 | $242.5K | 0.03% | +222+0.6% | Added |
| Burford Brothers, Inc. | 34,470 | $218.9K | 0.13% | −2,250−6.1% | Reduced |
| Nomura Holdings Inc | 31,435 | $199.6K | 0.00% | +9,102+40.8% | Added |
| Truist Financial Corp | 27,668 | $175.7K | 0.00% | +132+0.5% | Added |
| RFG Advisory, LLC | 26,586 | $168.8K | 0.01% | +2,829+11.9% | Added |
| Arete Wealth Advisors, LLC | 25,220 | $157.0K | 0.01% | +25,220 | New |
| Prospera Financial Services Inc | 24,095 | $153.0K | 0.00% | +283+1.2% | Added |
| Pathway Financial Advisers, LLC | 22,068 | $140.1K | 0.05% | −1,288−5.5% | Reduced |
| Berkeley, Inc | 20,381 | $129.4K | 0.08% | −1,345−6.2% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $127.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,823 | $125.9K | 0.00% | +266+1.4% | Added |
| Wolverine Asset Management LLC | 18,787 | $119.3K | 0.00% | +18,787 | New |
| The PNC Financial Services Group, Inc. | 18,453 | $117.2K | 0.00% | +95+0.5% | Added |
| Fairhaven Wealth Management, LLC | 18,450 | $117.2K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,178 | $115.4K | 0.00% | +2,328+14.7% | Added |
| Genesee Capital Advisors, LLC | 17,830 | $113.2K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,105 | $108.6K | 0.04% | +111+0.7% | Added |
| Modera Wealth Management, LLC | 15,763 | $100.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,275 | $97.0K | 0.00% | −17,283−53.1% | Reduced |
| Cetera Investment Advisers | 14,943 | $94.9K | 0.00% | −7,718−34.1% | Reduced |
| Creekside Partners | 14,892 | $94.6K | 0.05% | +14,892 | New |
| CIBC Private Wealth Group, LLC | 14,325 | $91.7K | 0.00% | +14,325 | New |
| Fortitude Advisory Group L.L.C. | 13,468 | $85.5K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 12,555 | $79.7K | 0.00% | −40,379−76.3% | Reduced |
| Keudell/Morrison Wealth Management | 11,270 | $71.6K | 0.02% | +11,270 | New |
| Phoenix Wealth Advisors | 11,235 | $71.3K | 0.04% | −1,049−8.5% | Reduced |
| Kestra Private Wealth Services, LLC | 10,570 | $67.1K | 0.00% | +17+0.2% | Added |
| Jones Financial Companies LLLP | 3,116 | $19.8K | 0.00% | +3,116 | New |
| Global Retirement Partners, LLC | 2,400 | $15.2K | 0.00% | +2,400 | New |
| CoreCap Advisors, LLC | 1,784 | $11.3K | 0.00% | +1,784 | New |
| Private Trust Co NA | 1,200 | $7.62K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.17K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −30,944−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −18,657−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −172−100.0% | Sold out |