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