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, Q1 2026
Institutional positions in Invesco Municipal Income Opportunities Trust as of Mar 31, 2026. 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
- 74
- +5 vs. Q4 2025
- Shares held
- 8.13M
- +315.7K (+4.0%) vs. Q4 2025
- Total value
- $49.9M
- +$2.86M (+6.1%) vs. Q4 2025
- New holders
- 14
- 25 more added
- Sold out
- 9
- 8 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,284,322 | $7.89M | 0.27% | +227,234+21.5% | Added |
| Guggenheim Capital LLC | 956,272 | $5.87M | 0.05% | −64,170−6.3% | Reduced |
| Bank of America Corp | 859,961 | $5.28M | 0.00% | −125,705−12.8% | Reduced |
| Raymond James Financial Inc | 744,077 | $4.57M | 0.00% | +90,882+13.9% | Added |
| Ameriprise Financial Inc | 570,680 | $3.50M | 0.00% | +8,421+1.5% | Added |
| Morgan Stanley | 421,688 | $2.59M | 0.00% | +15,527+3.8% | Added |
| Wells Fargo & Company | 296,022 | $1.82M | 0.00% | +17,910+6.4% | Added |
| Van Eck Associates Corp | 274,415 | $1.69M | 0.00% | +2,588+1.0% | Added |
| UBS Group AG | 270,622 | $1.66M | 0.00% | +63,230+30.5% | Added |
| Commonwealth Equity Services, LLC | 247,397 | $1.52M | 0.00% | +923+0.4% | Added |
| The PNC Financial Services Group, Inc. | 223,597 | $1.37M | 0.00% | +22,443+11.2% | Added |
| LPL Financial LLC | 162,148 | $995.6K | 0.00% | +11,227+7.4% | Added |
| Envestnet Asset Management Inc | 142,737 | $876.4K | 0.00% | +5,847+4.3% | Added |
| Advisor Group Holdings, Inc. | 137,188 | $842.3K | 0.00% | −41,747−23.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 114,740 | $705.0K | 0.00% | +87,090+315.0% | Added |
| Cetera Investment Advisers | 96,513 | $592.6K | 0.00% | +7,504+8.4% | Added |
| Savvy Advisors, Inc. | 80,050 | $491.5K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 74,780 | $459.1K | 0.26% | 00.0% | Unchanged |
| MML Investors Services, LLC | 70,345 | $431.9K | 0.00% | −4,481−6.0% | Reduced |
| Invesco Ltd. | 63,858 | $392.1K | 0.00% | +63,858 | New |
| Janney Montgomery Scott LLC | 62,049 | $381.0K | 0.00% | +4,591+8.0% | Added |
| HighTower Advisors, LLC | 55,888 | $343.1K | 0.00% | +780+1.4% | Added |
| GWM Advisors LLC | 53,712 | $329.8K | 0.00% | −24,050−30.9% | Reduced |
| Midwest Trust Co | 43,009 | $264.1K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 42,293 | $259.7K | 0.14% | −185−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 41,961 | $257.6K | 0.00% | +251+0.6% | Added |
| Insight Wealth Strategies, LLC | 38,964 | $239.2K | 0.03% | +244+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 37,979 | $233.2K | 0.00% | −800−2.1% | Reduced |
| Royal Bank of Canada | 37,751 | $232.0K | 0.00% | +142+0.4% | Added |
| Arlington Capital Management, Inc. | 34,852 | $214.0K | 0.12% | +713+2.1% | Added |
| Burford Brothers, Inc. | 34,470 | $211.6K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 32,722 | $200.9K | 0.00% | +7,922+31.9% | Added |
| Sanctuary Advisors, LLC | 31,000 | $190.3K | 0.00% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 28,793 | $176.8K | 0.04% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 25,811 | $158.5K | 0.24% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 25,646 | $157.5K | 0.00% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 20,987 | $128.9K | 0.04% | +40+0.2% | Added |
| Camelot Portfolios, LLC | 20,000 | $122.8K | 0.09% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 19,526 | $119.9K | 0.05% | +8,291+73.8% | Added |
| Truist Financial Corp | 19,174 | $117.7K | 0.00% | +13+0.1% | Added |
| River Street Advisors LLC | 18,450 | $113.3K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,199 | $111.7K | 0.00% | +1,740+10.6% | Added |
| Genesee Capital Advisors, LLC | 17,830 | $109.5K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,783 | $109.2K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 16,983 | $104.3K | 0.01% | +16,983 | New |
| Pathway Financial Advisers, LLC | 16,622 | $102.1K | 0.03% | +151+0.9% | Added |
| Baird Financial Group, Inc. | 16,015 | $98.3K | 0.00% | −1,986−11.0% | Reduced |
| Nuveen, LLC | 15,969 | $98.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15,413 | $94.6K | 0.00% | +15,413 | New |
| Mariner, LLC | 15,275 | $93.8K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $91.4K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $85.6K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $82.7K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,914 | $79.3K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 12,854 | $78.9K | 0.00% | +12,854 | New |
| Citadel Advisors LLC | 12,581 | $77.2K | 0.00% | +12,581 | New |
| NWF Advisory Services Inc. | 12,166 | $74.7K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,243 | $69.0K | 0.00% | +11,243 | New |
| Cornerstone Wealth Management, LLC | 11,064 | $67.9K | 0.00% | 00.0% | Unchanged |
| Entrewealth, LLC | 10,736 | $65.9K | 0.03% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,696 | $64.6K | 0.01% | +10,696 | New |
| Providence First Trust Co | 10,000 | $61.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,702 | $28.9K | 0.00% | +4,702 | New |
| Rothschild Investment LLC | 4,440 | $27.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,660 | $22.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,824 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,271 | $7.66K | 0.00% | +1,271 | New |
| JPMorgan Chase & Co | 1,148 | $6.99K | 0.00% | +1,148 | New |
| Highline Wealth Partners LLC | 600 | $3.68K | 0.00% | +600 | New |
| First Horizon Corp | 500 | $3.07K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $1.84K | 0.00% | +300 | New |
| Larson Financial Group LLC | 100 | $614 | 0.00% | +100 | New |
| BlackRock, Inc. | 1 | $5 | 0.00% | +1 | New |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −71,394−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,611−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,894−100.0% | Sold out |
| Austin Wealth Management, LLC | 0 | $0 | 0.00% | −10,736−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −6,359−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |