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 2026
Institutional positions in Invesco Municipal Income Opportunities Trust as of Jun 30, 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
- 0 vs. Q1 2026
- Shares held
- 8.15M
- +22.7K (+0.3%) vs. Q1 2026
- Total value
- $50.6M
- +$710.4K (+1.4%) vs. Q1 2026
- New holders
- 8
- 20 more added
- Sold out
- 8
- 13 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $621 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 271 | $1.68K | 0.00% | +271 | New |
| First Horizon Corp | 500 | $3.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $3.73K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 741 | $4.62K | 0.00% | +741 | New |
| NBT Bank N A | 1,824 | $11.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,400 | $14.9K | 0.00% | +2,400 | New |
| Rothschild Investment LLC | 4,440 | $27.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,702 | $29.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,676 | $53.6K | 0.00% | +7,405+582.6% | Added |
| Providence First Trust Co | 10,000 | $62.1K | 0.02% | 00.0% | Unchanged |
| Entrewealth, LLC | 10,736 | $64.4K | 0.02% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,715 | $66.5K | 0.01% | +19+0.2% | Added |
| Cornerstone Wealth Management, LLC | 11,064 | $68.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,182 | $69.4K | 0.00% | −4,093−26.8% | Reduced |
| NWF Advisory Services Inc. | 12,166 | $75.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,914 | $80.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $83.6K | 0.03% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $86.6K | 0.03% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $92.5K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 15,413 | $95.7K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 15,969 | $99.2K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,015 | $99.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,489 | $102.4K | 0.00% | +16,489 | New |
| Pathway Financial Advisers, LLC | 16,776 | $104.2K | 0.03% | +154+0.9% | Added |
| Advisor OS, LLC | 16,983 | $105.5K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,783 | $110.4K | 0.02% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 17,830 | $110.7K | 0.03% | 00.0% | Unchanged |
| River Street Advisors LLC | 18,450 | $114.6K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,451 | $114.6K | 0.00% | +252+1.4% | Added |
| Phoenix Wealth Advisors | 19,526 | $121.3K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $124.2K | 0.09% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $124.2K | 0.00% | +20,000 | New |
| Southern Financial Group, LLC | 20,986 | $130.3K | 0.03% | −10.0% | Reduced |
| Bank of New York Mellon Corp | 22,861 | $142.0K | 0.00% | +22,861 | New |
| Concurrent Investment Advisors, LLC | 25,646 | $159.3K | 0.00% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 25,811 | $160.3K | 0.21% | 00.0% | Unchanged |
| Readystate Asset Management LP | 27,989 | $173.8K | 0.01% | +27,989 | New |
| IHT Wealth Management, LLC | 28,008 | $173.9K | 0.00% | −4,714−14.4% | Reduced |
| G2 Capital Management, LLC | 28,793 | $178.8K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 31,000 | $192.5K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 34,470 | $214.1K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 35,340 | $219.5K | 0.00% | −6,621−15.8% | Reduced |
| Royal Bank of Canada | 37,897 | $235.0K | 0.00% | +146+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 37,979 | $235.8K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 39,214 | $244.7K | 0.02% | +250+0.6% | Added |
| Everstar Asset Management, LLC | 39,505 | $245.3K | 0.12% | −2,788−6.6% | Reduced |
| Midwest Trust Co | 43,009 | $267.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 56,684 | $352.0K | 0.00% | +796+1.4% | Added |
| Janney Montgomery Scott LLC | 62,274 | $387.0K | 0.00% | +225+0.4% | Added |
| Rivernorth Capital Management, LLC | 62,345 | $387.2K | 0.02% | +62,345 | New |
| Savvy Advisors, Inc. | 74,600 | $463.3K | 0.01% | −5,450−6.8% | Reduced |
| Melfa Wealth Management, LLC | 74,780 | $464.4K | 0.25% | 00.0% | Unchanged |
| MML Investors Services, LLC | 76,117 | $472.7K | 0.00% | +5,772+8.2% | Added |
| GWM Advisors LLC | 99,451 | $617.6K | 0.00% | +45,739+85.2% | Added |
| Cetera Investment Advisers | 103,507 | $642.8K | 0.00% | +6,994+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 117,079 | $727.0K | 0.00% | +2,339+2.0% | Added |
| Invesco Ltd. | 142,145 | $882.7K | 0.00% | +78,287+122.6% | Added |
| LPL Financial LLC | 152,975 | $950.0K | 0.00% | −9,173−5.7% | Reduced |
| Envestnet Asset Management Inc | 162,358 | $1.01M | 0.00% | +19,621+13.7% | Added |
| Advisor Group Holdings, Inc. | 206,278 | $1.28M | 0.00% | +69,090+50.4% | Added |
| The PNC Financial Services Group, Inc. | 243,492 | $1.51M | 0.00% | +19,895+8.9% | Added |
| Commonwealth Equity Services, LLC | 259,106 | $1.61M | 0.00% | +11,709+4.7% | Added |
| UBS Group AG | 267,645 | $1.66M | 0.00% | −2,977−1.1% | Reduced |
| Van Eck Associates Corp | 284,491 | $1.77M | 0.00% | +10,076+3.7% | Added |
| Wells Fargo & Company | 323,013 | $2.01M | 0.00% | +26,991+9.1% | Added |
| Morgan Stanley | 430,527 | $2.67M | 0.00% | +8,839+2.1% | Added |
| Ameriprise Financial Inc | 565,992 | $3.52M | 0.00% | −4,688−0.8% | Reduced |
| Bank of America Corp | 692,453 | $4.30M | 0.00% | −167,508−19.5% | Reduced |
| Raymond James Financial Inc | 694,936 | $4.32M | 0.00% | −49,141−6.6% | Reduced |
| Guggenheim Capital LLC | 889,362 | $5.52M | 0.04% | −66,910−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,259,187 | $7.82M | 0.22% | −25,135−2.0% | Reduced |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −34,852−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −19,174−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,854−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,581−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,243−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |