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