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