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, Q4 2025
Institutional positions in Invesco Municipal Income Opportunities Trust as of Dec 31, 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
- 70
- +9 vs. Q3 2025
- Shares held
- 7.82M
- +852.8K (+12.2%) vs. Q3 2025
- Total value
- $47.1M
- +$5.10M (+12.2%) vs. Q3 2025
- New holders
- 11
- 18 more added
- Sold out
- 2
- 18 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,057,088 | $6.35M | 0.22% | +496,014+88.4% | Added |
| Guggenheim Capital LLC | 1,020,442 | $6.13M | 0.04% | +128,382+14.4% | Added |
| Bank of America Corp | 985,666 | $5.92M | 0.00% | +67,034+7.3% | Added |
| Raymond James Financial Inc | 653,195 | $3.93M | 0.00% | +106,320+19.4% | Added |
| Ameriprise Financial Inc | 562,259 | $3.47M | 0.00% | −2,934−0.5% | Reduced |
| Morgan Stanley | 406,161 | $2.44M | 0.00% | −35,936−8.1% | Reduced |
| Wells Fargo & Company | 278,112 | $1.67M | 0.00% | +112,896+68.3% | Added |
| Van Eck Associates Corp | 271,827 | $1.63M | 0.00% | +31,444+13.1% | Added |
| Commonwealth Equity Services, LLC | 246,474 | $1.48M | 0.00% | −3,005−1.2% | Reduced |
| UBS Group AG | 207,392 | $1.25M | 0.00% | −230,382−52.6% | Reduced |
| The PNC Financial Services Group, Inc. | 201,154 | $1.21M | 0.00% | +68,260+51.4% | Added |
| Advisor Group Holdings, Inc. | 178,935 | $1.08M | 0.00% | −29,837−14.3% | Reduced |
| LPL Financial LLC | 150,921 | $907.0K | 0.00% | −3,208−2.1% | Reduced |
| Envestnet Asset Management Inc | 136,890 | $822.7K | 0.00% | +22,831+20.0% | Added |
| Cetera Investment Advisers | 89,009 | $534.9K | 0.00% | −6,557−6.9% | Reduced |
| Savvy Advisors, Inc. | 80,050 | $481.1K | 0.02% | −9,486−10.6% | Reduced |
| GWM Advisors LLC | 77,762 | $467.3K | 0.00% | +17,010+28.0% | Added |
| MML Investors Services, LLC | 74,826 | $449.7K | 0.00% | −4,113−5.2% | Reduced |
| Melfa Wealth Management, LLC | 74,780 | $449.4K | 0.26% | −10,649−12.5% | Reduced |
| Jane Street Group, LLC | 71,394 | $429.1K | 0.00% | +49,539+226.7% | Added |
| Janney Montgomery Scott LLC | 57,458 | $345.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 55,108 | $331.2K | 0.00% | +796+1.5% | Added |
| Midwest Trust Co | 43,009 | $258.5K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 42,478 | $255.3K | 0.14% | −1,439−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 41,710 | $250.7K | 0.00% | +256+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 38,779 | $233.1K | 0.00% | −8,721−18.4% | Reduced |
| Insight Wealth Strategies, LLC | 38,720 | $232.7K | 0.03% | −640−1.6% | Reduced |
| Royal Bank of Canada | 37,609 | $226.0K | 0.00% | −9,854−20.8% | Reduced |
| Burford Brothers, Inc. | 34,470 | $207.2K | 0.09% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 34,139 | $205.2K | 0.13% | +4,030+13.4% | Added |
| Sanctuary Advisors, LLC | 31,000 | $186.3K | 0.00% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 28,793 | $173.0K | 0.04% | +28,793 | New |
| Cambridge Investment Research Advisors, Inc. | 27,650 | $166.0K | 0.00% | −1,111−3.9% | Reduced |
| Stronghold Wealth Management L.L.C. | 25,811 | $155.1K | 0.23% | +25,811 | New |
| Concurrent Investment Advisors, LLC | 25,646 | $154.1K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 24,800 | $149.0K | 0.00% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 20,947 | $125.9K | 0.04% | +20,947 | New |
| Camelot Portfolios, LLC | 20,000 | $120.2K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 19,161 | $115.2K | 0.00% | +13+0.1% | Added |
| Susquehanna International Group, LLP | 18,611 | $111.9K | 0.00% | −415−2.2% | Reduced |
| River Street Advisors LLC | 18,450 | $110.9K | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,001 | $108.2K | 0.00% | +1,446+8.7% | Added |
| Genesee Capital Advisors, LLC | 17,830 | $107.2K | 0.04% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,783 | $106.9K | 0.02% | +84+0.5% | Added |
| Marex Group plc | 17,500 | $105.2K | 0.00% | +17,500 | New |
| Pathway Financial Advisers, LLC | 16,471 | $99.0K | 0.03% | +151+0.9% | Added |
| RFG Advisory, LLC | 16,459 | $98.9K | 0.00% | −35,064−68.1% | Reduced |
| Nomura Holdings Inc | 16,250 | $97.7K | 0.00% | +6,250+62.5% | Added |
| Nuveen, LLC | 15,969 | $96.0K | 0.00% | +15,969 | New |
| Mariner, LLC | 15,275 | $91.8K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $89.5K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $83.8K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 13,894 | $83.0K | 0.00% | +13,894 | New |
| Fortitude Advisory Group L.L.C. | 13,468 | $80.9K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,914 | $77.6K | 0.00% | +12,914 | New |
| NWF Advisory Services Inc. | 12,166 | $73.1K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 11,235 | $67.5K | 0.03% | 00.0% | Unchanged |
| Entrewealth, LLC | 10,736 | $66.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,064 | $66.5K | 0.00% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 10,736 | $65.5K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 10,000 | $60.1K | 0.02% | −15,974−61.5% | Reduced |
| Garton & Associates Financial Advisors LLC | 6,359 | $38.2K | 0.02% | +6,359 | New |
| Rothschild Investment LLC | 4,440 | $26.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,923 | $23.6K | 0.00% | +3,923 | New |
| US Bancorp | 3,660 | $22.0K | 0.00% | +3,660 | New |
| Global Retirement Partners, LLC | 2,400 | $14.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1 | $6 | 0.00% | +1 | New |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | Sold out |