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。
2022 年第 4 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2022/12/31 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
- 64
- 較 2022 年第 3 季 +5 家
- 持有股數
- 553.7 萬
- 較 2022 年第 3 季 +29.8 萬 (+5.7%)
- 總市值
- $3,436 萬
- 較 2022 年第 3 季 +$361.8 萬 (+11.8%)
- 新進機構
- 13
- 另有 21 家加碼
- 清倉機構
- 8
- 另有 13 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 872,397 | $544.4 萬 | 0.05% | −177,480−16.9% | 減碼 |
| Bank of America Corp | 624,562 | $389.7 萬 | 0.00% | +94,663+17.9% | 加碼 |
| Commonwealth Equity Services, LLC | 455,208 | $284.0 萬 | 0.01% | +42,099+10.2% | 加碼 |
| Morgan Stanley | 449,827 | $280.7 萬 | 0.00% | +47,976+11.9% | 加碼 |
| Ameriprise Financial Inc | 411,420 | $256.6 萬 | 0.00% | −166,518−28.8% | 減碼 |
| Cetera Advisor Networks LLC | 350,720 | $218.8 萬 | 0.02% | +201,802+135.5% | 加碼 |
| Advisor Group Holdings, Inc. | 327,269 | $204.1 萬 | 0.00% | −26,843−7.6% | 減碼 |
| LPL Financial LLC | 168,240 | $105.0 萬 | 0.00% | +56,478+50.5% | 加碼 |
| Van Eck Associates Corp | 167,373 | $104.4 萬 | 0.00% | +19,710+13.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 144,538 | $90.2 萬 | 0.00% | −14,762−9.3% | 減碼 |
| Wells Fargo & Company | 118,820 | $74.1 萬 | 0.00% | +13,240+12.5% | 加碼 |
| Baird Financial Group, Inc. | 117,731 | $73.5 萬 | 0.00% | +79,953+211.6% | 加碼 |
| Invesco Ltd. | 93,389 | $58.3 萬 | 0.00% | +29,010+45.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 92,578 | $57.8 萬 | 0.00% | −40,031−30.2% | 減碼 |
| MML Investors Services, LLC | 91,507 | $57.1 萬 | 0.00% | −7,005−7.1% | 減碼 |
| IHT Wealth Management, LLC | 82,271 | $51.3 萬 | 0.03% | −6,724−7.6% | 減碼 |
| UBS Group AG | 82,112 | $51.2 萬 | 0.00% | +53,737+189.4% | 加碼 |
| Melfa Wealth Management, LLC | 74,273 | $46.3 萬 | 0.48% | +74,273 | 新進 |
| Raymond James & Associates | 66,095 | $41.2 萬 | 0.00% | +15,436+30.5% | 加碼 |
| HighTower Advisors, LLC | 50,050 | $31.2 萬 | 0.00% | +661+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 47,579 | $29.6 萬 | 0.00% | +3,982+9.1% | 加碼 |
| Royal Bank of Canada | 45,978 | $28.7 萬 | 0.00% | −14,897−24.5% | 減碼 |
| Berkeley, Inc | 37,220 | $23.2 萬 | 0.18% | −17,373−31.8% | 減碼 |
| Insight Wealth Strategies, LLC | 36,971 | $23.1 萬 | 0.04% | −5,342−12.6% | 減碼 |
| Keudell/Morrison Wealth Management | 34,995 | $21.8 萬 | 0.07% | −6,942−16.6% | 減碼 |
| Pathway Financial Advisers, LLC | 32,812 | $20.5 萬 | 0.08% | +32,812 | 新進 |
| South State Corp. | 31,962 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 31,610 | $19.7 萬 | 0.00% | +1,215+4.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 29,062 | $18.1 萬 | 0.00% | +1,650+6.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 28,955 | $18.1 萬 | 0.00% | +67+0.2% | 加碼 |
| Providence First Trust Co | 28,200 | $17.6 萬 | 0.10% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 24,164 | $15.1 萬 | 0.09% | +208+0.9% | 加碼 |
| Stifel Financial Corp | 21,036 | $13.1 萬 | 0.00% | +99+0.5% | 加碼 |
| United Capital Financial Advisers, LLC | 20,792 | $13.0 萬 | 0.00% | −13,016−38.5% | 減碼 |
| V Wealth Advisors LLC | 20,005 | $12.5 萬 | 0.03% | +20,005 | 新進 |
| Camelot Portfolios, LLC | 20,000 | $12.5 萬 | 0.09% | 00.0% | 不變 |
| Lincoln National Corp | 18,993 | $11.9 萬 | 0.00% | +247+1.3% | 加碼 |
| Fairhaven Wealth Management, LLC | 18,450 | $11.5 萬 | 0.05% | +18,450 | 新進 |
| Aristides Capital LLC | 17,028 | $10.6 萬 | 0.07% | +17,028 | 新進 |
| National Asset Management, Inc. | 15,657 | $9.77 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 13,750 | $8.58 萬 | 0.00% | +13,750 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 12,180 | $7.60 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 11,348 | $7.08 萬 | 0.00% | +500+4.6% | 加碼 |
| Centaurus Financial, Inc. | 11,150 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 10,313 | $6.40 萬 | 0.00% | −589−5.4% | 減碼 |
| AE Wealth Management LLC | 10,151 | $6.33 萬 | 0.00% | 00.0% | 不變 |
| Nomura Holdings Inc | 10,000 | $6.30 萬 | 0.00% | +10,000 | 新進 |
| Baldrige Asset Management LLC | 8,000 | $5.00 萬 | 0.02% | 00.0% | 不變 |
| James Investment Research Inc | 5,160 | $3.20 萬 | 0.00% | +5,160 | 新進 |
| Spire Wealth Management | 3,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,500 | $9,360 | 0.00% | 00.0% | 不變 |
| Freedom Wealth Alliance, LLC | 1,494 | $9,323 | 0.01% | +1,494 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,310 | $8,000 | 0.00% | +78+6.3% | 加碼 |
| Fifth Third Bancorp | 1,201 | $7,494 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,200 | $7,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,000 | $5,860 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 830 | $5,000 | 0.00% | 00.0% | 不變 |
| Romano Brothers and Company | 545 | $3,401 | 0.00% | +545 | 新進 |
| First Horizon Advisors, Inc. | 500 | $3,120 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 33 | $206 | 0.00% | +33 | 新進 |
| GWM Advisors LLC | 30,138 | $188 | 0.00% | +30,138 | 新進 |
| AdvisorNet Financial, Inc | 5 | $31 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $6 | 0.00% | +1 | 新進 |
| Endurance Wealth Management, Inc. | 28 | $0 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 0 | $0 | 0.00% | −20,996−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −20,345−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −14,434−100.0% | 清倉 |
| Kaydan Wealth Management, Inc. | 0 | $0 | 0.00% | −13,361−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −9,608−100.0% | 清倉 |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −11,096−100.0% | 清倉 |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −1,284−100.0% | 清倉 |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −237−100.0% | 清倉 |
| Legacy Wealth Planning, LLC | – | – | – | – | 本季未申報 |