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, Q3 2024
Institutional positions in Invesco Municipal Income Opportunities Trust as of Sep 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
- 63
- +2 vs. Q2 2024
- Shares held
- 6.28M
- +394.7K (+6.7%) vs. Q2 2024
- Total value
- $43.0M
- +$5.68M (+15.2%) vs. Q2 2024
- New holders
- 8
- 24 more added
- Sold out
- 6
- 13 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,085,647 | $7.45M | 0.05% | +163,452+17.7% | Added |
| Bank of America Corp | 817,923 | $5.61M | 0.00% | +55,091+7.2% | Added |
| Ameriprise Financial Inc | 673,482 | $4.63M | 0.00% | +9,858+1.5% | Added |
| UBS Group AG | 488,395 | $3.35M | 0.00% | +48,130+10.9% | Added |
| Morgan Stanley | 446,069 | $3.06M | 0.00% | −5,473−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 199,227 | $1.37M | 0.00% | −2,541−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 193,535 | $1.33M | 0.00% | −27,914−12.6% | Reduced |
| Van Eck Associates Corp | 198,066 | $1.31M | 0.00% | −7,013−3.4% | Reduced |
| LPL Financial LLC | 164,909 | $1.13M | 0.00% | +17,300+11.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 139,435 | $956.5K | 0.00% | +14,602+11.7% | Added |
| Everstar Asset Management, LLC | 117,900 | $808.8K | 0.55% | +117,900 | New |
| Wells Fargo & Company | 97,712 | $670.3K | 0.00% | +3,300+3.5% | Added |
| Farther Finance Advisors, LLC | 91,432 | $627.2K | 0.02% | +22,308+32.3% | Added |
| MML Investors Services, LLC | 90,410 | $620.0K | 0.00% | −5,413−5.6% | Reduced |
| Raymond James & Associates | 84,341 | $578.6K | 0.00% | −5,289−5.9% | Reduced |
| Melfa Wealth Management, LLC | 75,679 | $519.2K | 0.34% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75,513 | $518.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 71,700 | $491.9K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 67,996 | $466.7K | 0.01% | −10,400−13.3% | Reduced |
| Rockefeller Capital Management L.P. | 64,063 | $439.5K | 0.00% | +10,217+19.0% | Added |
| Avantax Advisory Services, Inc. | 57,230 | $392.6K | 0.00% | +6,864+13.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,331 | $366.0K | 0.00% | −1,048−1.9% | Reduced |
| HighTower Advisors, LLC | 51,236 | $351.0K | 0.00% | +439+0.9% | Added |
| GWM Advisors LLC | 46,783 | $320.9K | 0.00% | +109+0.2% | Added |
| Providence First Trust Co | 45,046 | $309.0K | 0.13% | +3,072+7.3% | Added |
| Financial Counselors Inc | 43,009 | $295.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 44,151 | $286.5K | 0.00% | −1,206−2.7% | Reduced |
| Invesco Ltd. | 40,760 | $279.6K | 0.00% | −18,914−31.7% | Reduced |
| Bessemer Group Inc | 40,000 | $274.0K | 0.00% | +40,000 | New |
| Berkeley, Inc | 38,762 | $265.9K | 0.08% | +18,381+90.2% | Added |
| Insight Wealth Strategies, LLC | 38,394 | $263.4K | 0.03% | +211+0.6% | Added |
| Royal Bank of Canada | 38,219 | $262.0K | 0.00% | −9,519−19.9% | Reduced |
| Burford Brothers, Inc. | 34,470 | $236.5K | 0.12% | 00.0% | Unchanged |
| Colony Group, LLC | 33,462 | $229.5K | 0.00% | +33,462 | New |
| RFG Advisory, LLC | 32,832 | $225.2K | 0.01% | +6,246+23.5% | Added |
| Kestra Private Wealth Services, LLC | 27,875 | $191.2K | 0.00% | +17,305+163.7% | Added |
| Truist Financial Corp | 27,793 | $190.7K | 0.00% | +125+0.5% | Added |
| Arete Wealth Advisors, LLC | 25,220 | $174.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,362 | $167.1K | 0.00% | +267+1.1% | Added |
| The PNC Financial Services Group, Inc. | 24,162 | $165.8K | 0.00% | +5,709+30.9% | Added |
| Pathway Financial Advisers, LLC | 22,272 | $152.8K | 0.07% | +204+0.9% | Added |
| Camelot Portfolios, LLC | 20,000 | $137.2K | 0.14% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 19,911 | $136.6K | 0.00% | +19,911 | New |
| Fairhaven Wealth Management, LLC | 18,450 | $126.6K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,259 | $125.3K | 0.00% | +81+0.4% | Added |
| Genesee Capital Advisors, LLC | 17,830 | $122.3K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,212 | $118.1K | 0.05% | +107+0.6% | Added |
| Mariner, LLC | 15,275 | $104.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,989 | $102.8K | 0.00% | +46+0.3% | Added |
| Creekside Partners | 14,892 | $102.2K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $92.4K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 12,555 | $86.1K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 12,065 | $82.8K | 0.00% | +12,065 | New |
| Modera Wealth Management, LLC | 11,640 | $79.9K | 0.00% | −4,123−26.2% | Reduced |
| Phoenix Wealth Advisors | 11,235 | $77.1K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,814 | $74.2K | 0.00% | −9,009−45.4% | Reduced |
| Virtu Financial LLC | 10,525 | $72.0K | 0.00% | +10,525 | New |
| Global Retirement Partners, LLC | 2,400 | $16.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,824 | $12.5K | 0.00% | +1,824 | New |
| CoreCap Advisors, LLC | 1,784 | $12.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $8.23K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.43K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $2.06K | 0.00% | +300 | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −57,916−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −31,435−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,787−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −11,270−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |