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。
2023 年第 4 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2023/12/31 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
- 66
- 較 2023 年第 3 季 +12 家
- 持有股數
- 612.1 萬
- 較 2023 年第 3 季 +25.0 萬 (+4.3%)
- 總市值
- $3,887 萬
- 較 2023 年第 3 季 +$475.4 萬 (+13.9%)
- 新進機構
- 16
- 另有 22 家加碼
- 清倉機構
- 4
- 另有 16 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 909,558 | $577.6 萬 | 0.04% | +98,910+12.2% | 加碼 |
| Bank of America Corp | 747,206 | $474.5 萬 | 0.00% | +51,780+7.4% | 加碼 |
| Ameriprise Financial Inc | 659,405 | $418.7 萬 | 0.00% | +172,830+35.5% | 加碼 |
| UBS Group AG | 455,006 | $288.9 萬 | 0.00% | +51,385+12.7% | 加碼 |
| Morgan Stanley | 365,345 | $232.0 萬 | 0.00% | −104,385−22.2% | 減碼 |
| Advisor Group Holdings, Inc. | 360,166 | $228.7 萬 | 0.00% | −11,065−3.0% | 減碼 |
| Van Eck Associates Corp | 261,713 | $166.2 萬 | 0.00% | +81,830+45.5% | 加碼 |
| Commonwealth Equity Services, LLC | 205,832 | $130.7 萬 | 0.00% | −164,153−44.4% | 減碼 |
| LPL Financial LLC | 171,032 | $108.6 萬 | 0.00% | +3,709+2.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 139,275 | $88.4 萬 | 0.00% | +4,441+3.3% | 加碼 |
| Invesco Ltd. | 120,254 | $76.4 萬 | 0.00% | −52,947−30.6% | 減碼 |
| MML Investors Services, LLC | 91,945 | $58.4 萬 | 0.00% | −717−0.8% | 減碼 |
| Raymond James & Associates | 91,826 | $58.3 萬 | 0.00% | +20,740+29.2% | 加碼 |
| IHT Wealth Management, LLC | 81,276 | $51.6 萬 | 0.02% | −4,155−4.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 79,024 | $50.2 萬 | 0.00% | −2,152−2.7% | 減碼 |
| Wells Fargo & Company | 77,384 | $49.1 萬 | 0.00% | −19,093−19.8% | 減碼 |
| Melfa Wealth Management, LLC | 75,200 | $47.8 萬 | 0.45% | +3,595+5.0% | 加碼 |
| Rothschild Investment LLC | 71,700 | $45.5 萬 | 0.04% | +71,700 | 新進 |
| Advisor Resource Council | 69,162 | $43.9 萬 | 0.05% | +69,162 | 新進 |
| Farther Finance Advisors, LLC | 67,930 | $43.1 萬 | 0.03% | +38,794+133.1% | 加碼 |
| Rockefeller Capital Management L.P. | 56,404 | $35.8 萬 | 0.00% | −3,602−6.0% | 減碼 |
| Baird Financial Group, Inc. | 53,229 | $33.8 萬 | 0.00% | −4,025−7.0% | 減碼 |
| GWM Advisors LLC | 52,952 | $33.3 萬 | 0.00% | +26,372+99.2% | 加碼 |
| Royal Bank of Canada | 52,437 | $33.3 萬 | 0.00% | +125+0.2% | 加碼 |
| HighTower Advisors, LLC | 49,199 | $31.2 萬 | 0.00% | +672+1.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 45,189 | $28.7 萬 | 0.00% | +7,265+19.2% | 加碼 |
| Financial Counselors Inc | 43,009 | $27.3 萬 | 0.00% | +43,009 | 新進 |
| Landscape Capital Management, L.L.C. | 40,169 | $25.5 萬 | 0.02% | +40,169 | 新進 |
| Moors & Cabot, Inc. | 40,000 | $25.4 萬 | 0.02% | +40,000 | 新進 |
| Insight Wealth Strategies, LLC | 37,755 | $24.0 萬 | 0.04% | +211+0.6% | 加碼 |
| Burford Brothers, Inc. | 36,720 | $23.3 萬 | 0.16% | +36,720 | 新進 |
| Mariner, LLC | 32,558 | $20.7 萬 | 0.00% | +32,558 | 新進 |
| Napa Wealth Management | 30,944 | $19.6 萬 | 0.11% | +30,944 | 新進 |
| Providence First Trust Co | 26,000 | $16.5 萬 | 0.08% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 25,371 | $16.1 萬 | 0.06% | −4,620−15.4% | 減碼 |
| Arete Wealth Advisors, LLC | 25,220 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Berkeley, Inc | 25,204 | $16.0 萬 | 0.10% | −10,140−28.7% | 減碼 |
| Prospera Financial Services Inc | 22,154 | $14.1 萬 | 0.00% | +4,214+23.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 20,005 | $12.7 萬 | 0.00% | −1,269−6.0% | 減碼 |
| Camelot Portfolios, LLC | 20,000 | $12.7 萬 | 0.08% | 00.0% | 不變 |
| National Asset Management, Inc. | 19,590 | $12.4 萬 | 0.00% | +33+0.2% | 加碼 |
| Susquehanna International Group, LLP | 19,106 | $12.1 萬 | 0.00% | +7,593+66.0% | 加碼 |
| Cetera Advisor Networks LLC | 18,719 | $11.9 萬 | 0.00% | −343,312−94.8% | 減碼 |
| Fairhaven Wealth Management, LLC | 18,450 | $11.7 萬 | 0.04% | 00.0% | 不變 |
| Lincoln National Corp | 18,412 | $11.7 萬 | 0.00% | +252+1.4% | 加碼 |
| Truist Financial Corp | 18,250 | $11.6 萬 | 0.00% | +4,500+32.7% | 加碼 |
| RFG Advisory, LLC | 17,946 | $11.4 萬 | 0.00% | +161+0.9% | 加碼 |
| Nomura Holdings Inc | 17,887 | $11.4 萬 | 0.00% | +17,887 | 新進 |
| Genesee Capital Advisors, LLC | 17,830 | $11.3 萬 | 0.07% | +17,830 | 新進 |
| Silverlake Wealth Management LLC | 16,857 | $10.7 萬 | 0.06% | −7,592−31.1% | 減碼 |
| Modera Wealth Management, LLC | 15,763 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 14,090 | $8.95 萬 | 0.00% | +14,090 | 新進 |
| Fortitude Advisory Group L.L.C. | 13,468 | $8.55 萬 | 0.05% | +13,468 | 新進 |
| Virtu Financial LLC | 12,987 | $8.20 萬 | 0.01% | +12,987 | 新進 |
| Creative Planning | 10,697 | $6.79 萬 | 0.00% | +10,697 | 新進 |
| United Capital Financial Advisers, LLC | 10,545 | $6.70 萬 | 0.00% | −2,018−16.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,516 | $6.68 萬 | 0.00% | +10,516 | 新進 |
| AE Wealth Management LLC | 10,151 | $6.31 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,201 | $7,626 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,200 | $7,620 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,000 | $6,350 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 830 | $5,000 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 561 | $3,562 | 0.00% | +560+56,000.0% | 加碼 |
| First Horizon Advisors, Inc. | 500 | $3,175 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 33 | $210 | 0.00% | +33 | 新進 |
| AdvisorNet Financial, Inc | 5 | $32 | 0.00% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −18,395−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,715−100.0% | 清倉 |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −12,180−100.0% | 清倉 |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −9,500−100.0% | 清倉 |