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