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 2025
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 2025. 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
- 69
- −3 vs. Q1 2025
- Shares held
- 7.48M
- +51.3K (+0.7%) vs. Q1 2025
- Total value
- $43.0M
- −$1.71M (−3.8%) vs. Q1 2025
- New holders
- 10
- 21 more added
- Sold out
- 13
- 17 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,072,622 | $6.17M | 0.05% | −51,626−4.6% | Reduced |
| Bank of America Corp | 902,189 | $5.19M | 0.00% | +23,267+2.6% | Added |
| Ameriprise Financial Inc | 565,234 | $3.24M | 0.00% | −150,107−21.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 506,589 | $2.91M | 0.12% | +239,296+89.5% | Added |
| UBS Group AG | 500,429 | $2.88M | 0.00% | −7,457−1.5% | Reduced |
| Morgan Stanley | 499,116 | $2.87M | 0.00% | +20,208+4.2% | Added |
| Rivernorth Capital Management, LLC | 365,136 | $2.10M | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 249,486 | $1.44M | 0.00% | −34,510−12.2% | Reduced |
| Van Eck Associates Corp | 233,506 | $1.34M | 0.00% | +7,605+3.4% | Added |
| Advisor Group Holdings, Inc. | 230,698 | $1.33M | 0.00% | +16,611+7.8% | Added |
| Raymond James Financial Inc | 160,207 | $921.2K | 0.00% | +5,909+3.8% | Added |
| LPL Financial LLC | 139,733 | $803.5K | 0.00% | +23,108+19.8% | Added |
| Landscape Capital Management, L.L.C. | 132,883 | $764.1K | 0.06% | −8,541−6.0% | Reduced |
| Savvy Advisors, Inc. | 108,408 | $623.3K | 0.04% | −5,540−4.9% | Reduced |
| Envestnet Asset Management Inc | 103,233 | $593.6K | 0.00% | +15,887+18.2% | Added |
| Wells Fargo & Company | 101,239 | $582.1K | 0.00% | +49,128+94.3% | Added |
| Avantax Advisory Services, Inc. | 87,519 | $503.2K | 0.00% | +8,557+10.8% | Added |
| MML Investors Services, LLC | 86,045 | $495.0K | 0.00% | −1,422−1.6% | Reduced |
| Melfa Wealth Management, LLC | 85,429 | $491.2K | 0.31% | +9,750+12.9% | Added |
| Northwestern Mutual Wealth Management Co | 72,313 | $415.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 68,788 | $395.5K | 0.00% | +44,578+184.1% | Added |
| Rothschild Investment LLC | 65,200 | $374.9K | 0.02% | −4,000−5.8% | Reduced |
| IHT Wealth Management, LLC | 64,596 | $371.4K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 64,286 | $369.6K | 0.01% | −28,550−30.8% | Reduced |
| Janney Montgomery Scott LLC | 56,208 | $323.0K | 0.00% | +17,332+44.6% | Added |
| HighTower Advisors, LLC | 53,495 | $307.6K | 0.00% | +804+1.5% | Added |
| RFG Advisory, LLC | 51,286 | $294.9K | 0.01% | +511+1.0% | Added |
| Everstar Asset Management, LLC | 48,102 | $276.6K | 0.17% | −1,808−3.6% | Reduced |
| Royal Bank of Canada | 47,312 | $272.0K | 0.00% | −2,855−5.7% | Reduced |
| Keudell/Morrison Wealth Management | 44,250 | $254.4K | 0.06% | +44,250 | New |
| Midwest Trust Co | 43,009 | $247.3K | 0.00% | +43,009 | New |
| Rockefeller Capital Management L.P. | 41,192 | $236.9K | 0.00% | +259+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,384 | $226.0K | 0.00% | −4,712−10.7% | Reduced |
| Insight Wealth Strategies, LLC | 39,103 | $224.8K | 0.03% | +252+0.6% | Added |
| GWM Advisors LLC | 37,752 | $217.1K | 0.00% | −3,800−9.1% | Reduced |
| Burford Brothers, Inc. | 34,470 | $198.2K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 33,835 | $194.6K | 0.00% | +33,835 | New |
| Sanctuary Advisors, LLC | 33,530 | $192.8K | 0.00% | −9,863−22.7% | Reduced |
| CX Institutional | 30,200 | $174.0K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 25,974 | $149.4K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 25,714 | $147.9K | 0.00% | +25,714 | New |
| Camelot Portfolios, LLC | 20,000 | $115.0K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $115.0K | 0.00% | +20,000 | New |
| Horizon Kinetics Asset Management LLC | 19,911 | $114.5K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 19,135 | $110.0K | 0.00% | +13+0.1% | Added |
| River Street Advisors LLC | 18,450 | $106.1K | 0.05% | +18,450 | New |
| Genesee Capital Advisors, LLC | 17,830 | $102.5K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,569 | $101.0K | 0.03% | +127+0.7% | Added |
| Pathway Financial Advisers, LLC | 16,794 | $96.6K | 0.03% | +156+0.9% | Added |
| Baird Financial Group, Inc. | 16,555 | $95.2K | 0.00% | +4,000+31.9% | Added |
| Mariner, LLC | 15,275 | $87.8K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $85.6K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $77.4K | 0.04% | 00.0% | Unchanged |
| Readystate Asset Management LP | 13,203 | $75.9K | 0.00% | −20,095−60.3% | Reduced |
| Prospera Financial Services Inc | 12,457 | $71.6K | 0.00% | −1,449−10.4% | Reduced |
| NWF Advisory Services Inc. | 12,166 | $70.0K | 0.01% | +12,166 | New |
| Ameriflex Group, Inc. | 12,166 | $69.1K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,474 | $66.0K | 0.00% | +11,474 | New |
| Phoenix Wealth Advisors | 11,235 | $64.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,064 | $63.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,953 | $63.0K | 0.00% | −273−2.4% | Reduced |
| Entrewealth, LLC | 10,736 | $61.7K | 0.04% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 10,736 | $59.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,810 | $15.9K | 0.00% | +2,810 | New |
| Global Retirement Partners, LLC | 2,400 | $13.8K | 0.00% | +2,400 | New |
| NBT Bank N A | 1,824 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $2.88K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $1.73K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −105,814−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −65,462−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −43,009−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −25,861−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −23,062−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −18,768−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,225−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,906−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |