Invesco Municipal Income Opportunities Trust
OIA- 交易所
- NYSE
- SEC CIK
- 0000835333
近 90 天，Invesco Municipal Income Opportunities Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 74 家機構在 13F 申報持有，市值合計 $5,064 萬；沒有大師持有。
2021 年第 4 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 58
- 較 2021 年第 3 季 −2 家
- 持有股數
- 499.1 萬
- 較 2021 年第 3 季 +14.5 萬 (+3.0%)
- 總市值
- $3,972 萬
- 較 2021 年第 3 季 +$120.6 萬 (+3.1%)
- 新進機構
- 11
- 另有 19 家加碼
- 清倉機構
- 13
- 另有 9 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OIA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 74 | $5,064 萬 |
| 2026 年第 1 季 | 74 | $4,993 萬 |
| 2025 年第 4 季 | 70 | $4,708 萬 |
| 2025 年第 3 季 | 61 | $4,198 萬 |
| 2025 年第 2 季 | 69 | $4,302 萬 |
| 2025 年第 1 季 | 72 | $4,473 萬 |
| 2024 年第 4 季 | 72 | $3,922 萬 |
| 2024 年第 3 季 | 63 | $4,303 萬 |
| 2024 年第 2 季 | 61 | $3,735 萬 |
| 2024 年第 1 季 | 59 | $3,995 萬 |
| 2023 年第 4 季 | 66 | $3,887 萬 |
| 2023 年第 3 季 | 54 | $3,411 萬 |
| 2023 年第 2 季 | 60 | $3,264 萬 |
| 2023 年第 1 季 | 57 | $3,516 萬 |
| 2022 年第 4 季 | 64 | $3,436 萬 |
| 2022 年第 3 季 | 60 | $3,083 萬 |
| 2022 年第 2 季 | 64 | $3,346 萬 |
| 2022 年第 1 季 | 62 | $4,034 萬 |
| 2021 年第 4 季 | 58 | $3,972 萬 |
| 2021 年第 3 季 | 60 | $3,851 萬 |
| 2021 年第 2 季 | 54 | $3,905 萬 |
| 2021 年第 1 季 | 53 | $3,508 萬 |
2021 年第 4 季持有機構
每家機構持有 Invesco Municipal Income Opportunities Trust 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,016,544 | $812.2 萬 | 0.00% | +156,345+18.2% | 加碼 |
| Guggenheim Capital LLC | 597,571 | $478.1 萬 | 0.03% | +106,212+21.6% | 加碼 |
| Advisor Group Holdings, Inc. | 377,042 | $301.6 萬 | 0.01% | −73,238−16.3% | 減碼 |
| Commonwealth Equity Services, LLC | 339,306 | $271.4 萬 | 0.01% | −1,460−0.4% | 減碼 |
| Morgan Stanley | 334,246 | $267.4 萬 | 0.00% | +9,487+2.9% | 加碼 |
| Cetera Advisor Networks LLC | 245,723 | $196.6 萬 | 0.02% | +22,026+9.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 235,132 | $188.1 萬 | 0.00% | +13,625+6.2% | 加碼 |
| Van Eck Associates Corp | 192,084 | $153.7 萬 | 0.00% | +12,446+6.9% | 加碼 |
| Berkeley, Inc | 175,688 | $140.6 萬 | 0.94% | −1,857−1.0% | 減碼 |
| Bank of America Corp | 168,947 | $135.2 萬 | 0.00% | −76,545−31.2% | 減碼 |
| Wells Fargo & Company | 116,167 | $92.9 萬 | 0.00% | +15,429+15.3% | 加碼 |
| IHT Wealth Management, LLC | 99,890 | $79.9 萬 | 0.06% | +6,375+6.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 97,894 | $78.3 萬 | 0.00% | +83+0.1% | 加碼 |
| MML Investors Services, LLC | 89,685 | $71.7 萬 | 0.01% | +680+0.8% | 加碼 |
| LPL Financial LLC | 72,905 | $58.3 萬 | 0.00% | +10,028+15.9% | 加碼 |
| Royal Bank of Canada | 50,245 | $40.2 萬 | 0.00% | −14,942−22.9% | 減碼 |
| United Capital Financial Advisers, LLC | 46,271 | $37.0 萬 | 0.00% | −10,274−18.2% | 減碼 |
| HighTower Advisors, LLC | 44,792 | $35.8 萬 | 0.00% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 43,201 | $34.6 萬 | 0.05% | +157+0.4% | 加碼 |
| Rockefeller Capital Management L.P. | 41,597 | $33.2 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 40,728 | $32.6 萬 | 0.00% | −40,925−50.1% | 減碼 |
| Lindbrook Capital, LLC | 40,000 | $32.0 萬 | 0.05% | +40,000 | 新進 |
| Raymond James & Associates | 39,252 | $31.4 萬 | 0.00% | +122+0.3% | 加碼 |
| Advisor Resource Council | 37,084 | $29.7 萬 | 0.02% | +37,084 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 35,272 | $28.2 萬 | 0.00% | +180+0.5% | 加碼 |
| South State Corp. | 31,962 | $25.6 萬 | 0.02% | +31,962 | 新進 |
| Providence First Trust Co | 28,200 | $22.6 萬 | 0.10% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 26,294 | $21.0 萬 | 0.11% | +26,294 | 新進 |
| Bluesphere Advisors, LLC | 24,977 | $20.0 萬 | 0.17% | −5,000−16.7% | 減碼 |
| Private Ocean, LLC | 20,996 | $16.8 萬 | 0.02% | +989+4.9% | 加碼 |
| TownSquare Capital, LLC | 20,345 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 20,000 | $16.0 萬 | 0.06% | 00.0% | 不變 |
| Stifel Financial Corp | 18,529 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 18,523 | $14.8 萬 | 0.00% | +18,523 | 新進 |
| Baird Financial Group, Inc. | 17,949 | $14.4 萬 | 0.00% | −4,596−20.4% | 減碼 |
| National Asset Management, Inc. | 15,977 | $12.8 萬 | 0.00% | +2,640+19.8% | 加碼 |
| Legacy Wealth Planning, LLC | 15,275 | $12.2 萬 | 0.14% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 14,743 | $11.8 萬 | 0.00% | +1,558+11.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 14,665 | $11.7 萬 | 0.02% | +106+0.7% | 加碼 |
| Kaydan Wealth Management, Inc. | 13,361 | $10.7 萬 | 0.04% | +13,361 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $9.70 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 12,101 | $9.70 萬 | 0.00% | 00.0% | 不變 |
| RFG Advisory, LLC | 11,002 | $8.80 萬 | 0.01% | +23+0.2% | 加碼 |
| AE Wealth Management LLC | 10,626 | $8.50 萬 | 0.00% | +10,626 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 10,000 | $8.00 萬 | 0.01% | 00.0% | 不變 |
| Baldrige Asset Management LLC | 8,000 | $6.40 萬 | 0.02% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 4,303 | $3.40 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,168 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,825 | $3.10 萬 | 0.00% | +3,825 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,180 | $2.50 萬 | 0.01% | +3,180 | 新進 |
| Spire Wealth Management | 3,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,479 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,500 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,000 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 830 | $7,000 | 0.00% | +830 | 新進 |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | 不變 |
| Alterity Financial Group, LLC | 25,173 | – | – | +25,173 | 新進 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −62,177−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −29,355−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −21,688−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −20,404−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −12,136−100.0% | 清倉 |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −11,150−100.0% | 清倉 |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −8,904−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,927−100.0% | 清倉 |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −885−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −277−100.0% | 清倉 |