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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1 | $5 | 0.00% | +1 | New |
| Larson Financial Group LLC | 100 | $614 | 0.00% | +100 | New |
| Activest Wealth Management | 300 | $1.84K | 0.00% | +300 | New |
| First Horizon Corp | 500 | $3.07K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $3.68K | 0.00% | +600 | New |
| JPMorgan Chase & Co | 1,148 | $6.99K | 0.00% | +1,148 | New |
| Jones Financial Companies LLLP | 1,271 | $7.66K | 0.00% | +1,271 | New |
| NBT Bank N A | 1,824 | $11.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,660 | $22.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,440 | $27.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,702 | $28.9K | 0.00% | +4,702 | New |
| Providence First Trust Co | 10,000 | $61.4K | 0.02% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,696 | $64.6K | 0.01% | +10,696 | New |
| Entrewealth, LLC | 10,736 | $65.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,064 | $67.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,243 | $69.0K | 0.00% | +11,243 | New |
| NWF Advisory Services Inc. | 12,166 | $74.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,581 | $77.2K | 0.00% | +12,581 | New |
| Fisher Asset Management, LLC | 12,854 | $78.9K | 0.00% | +12,854 | New |
| Evergreen Capital Management LLC | 12,914 | $79.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $82.7K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $85.6K | 0.04% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $91.4K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 15,275 | $93.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15,413 | $94.6K | 0.00% | +15,413 | New |
| Nuveen, LLC | 15,969 | $98.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,015 | $98.3K | 0.00% | −1,986−11.0% | Reduced |
| Pathway Financial Advisers, LLC | 16,622 | $102.1K | 0.03% | +151+0.9% | Added |
| Advisor OS, LLC | 16,983 | $104.3K | 0.01% | +16,983 | New |
| Silverlake Wealth Management LLC | 17,783 | $109.2K | 0.02% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 17,830 | $109.5K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,199 | $111.7K | 0.00% | +1,740+10.6% | Added |
| River Street Advisors LLC | 18,450 | $113.3K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 19,174 | $117.7K | 0.00% | +13+0.1% | Added |
| Phoenix Wealth Advisors | 19,526 | $119.9K | 0.05% | +8,291+73.8% | Added |
| Camelot Portfolios, LLC | 20,000 | $122.8K | 0.09% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 20,987 | $128.9K | 0.04% | +40+0.2% | Added |
| Concurrent Investment Advisors, LLC | 25,646 | $157.5K | 0.00% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 25,811 | $158.5K | 0.24% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 28,793 | $176.8K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 31,000 | $190.3K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 32,722 | $200.9K | 0.00% | +7,922+31.9% | Added |
| Burford Brothers, Inc. | 34,470 | $211.6K | 0.09% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 34,852 | $214.0K | 0.12% | +713+2.1% | Added |
| Royal Bank of Canada | 37,751 | $232.0K | 0.00% | +142+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 37,979 | $233.2K | 0.00% | −800−2.1% | Reduced |
| Insight Wealth Strategies, LLC | 38,964 | $239.2K | 0.03% | +244+0.6% | Added |
| Rockefeller Capital Management L.P. | 41,961 | $257.6K | 0.00% | +251+0.6% | Added |
| Everstar Asset Management, LLC | 42,293 | $259.7K | 0.14% | −185−0.4% | Reduced |
| Midwest Trust Co | 43,009 | $264.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 53,712 | $329.8K | 0.00% | −24,050−30.9% | Reduced |
| HighTower Advisors, LLC | 55,888 | $343.1K | 0.00% | +780+1.4% | Added |
| Janney Montgomery Scott LLC | 62,049 | $381.0K | 0.00% | +4,591+8.0% | Added |
| Invesco Ltd. | 63,858 | $392.1K | 0.00% | +63,858 | New |
| MML Investors Services, LLC | 70,345 | $431.9K | 0.00% | −4,481−6.0% | Reduced |
| Melfa Wealth Management, LLC | 74,780 | $459.1K | 0.26% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 80,050 | $491.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 96,513 | $592.6K | 0.00% | +7,504+8.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 114,740 | $705.0K | 0.00% | +87,090+315.0% | Added |
| Advisor Group Holdings, Inc. | 137,188 | $842.3K | 0.00% | −41,747−23.3% | Reduced |
| Envestnet Asset Management Inc | 142,737 | $876.4K | 0.00% | +5,847+4.3% | Added |
| LPL Financial LLC | 162,148 | $995.6K | 0.00% | +11,227+7.4% | Added |
| The PNC Financial Services Group, Inc. | 223,597 | $1.37M | 0.00% | +22,443+11.2% | Added |
| Commonwealth Equity Services, LLC | 247,397 | $1.52M | 0.00% | +923+0.4% | Added |
| UBS Group AG | 270,622 | $1.66M | 0.00% | +63,230+30.5% | Added |
| Van Eck Associates Corp | 274,415 | $1.69M | 0.00% | +2,588+1.0% | Added |
| Wells Fargo & Company | 296,022 | $1.82M | 0.00% | +17,910+6.4% | Added |
| Morgan Stanley | 421,688 | $2.59M | 0.00% | +15,527+3.8% | Added |
| Ameriprise Financial Inc | 570,680 | $3.50M | 0.00% | +8,421+1.5% | Added |
| Raymond James Financial Inc | 744,077 | $4.57M | 0.00% | +90,882+13.9% | Added |
| Bank of America Corp | 859,961 | $5.28M | 0.00% | −125,705−12.8% | Reduced |
| Guggenheim Capital LLC | 956,272 | $5.87M | 0.05% | −64,170−6.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,284,322 | $7.89M | 0.27% | +227,234+21.5% | Added |
| 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 |