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。
2024 年第 1 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2024/3/31 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
- 59
- 較 2023 年第 4 季 −7 家
- 持有股數
- 612.1 萬
- 較 2023 年第 4 季 −690 (0.0%)
- 總市值
- $3,995 萬
- 較 2023 年第 4 季 +$108.5 萬 (+2.8%)
- 新進機構
- 5
- 另有 24 家加碼
- 清倉機構
- 12
- 另有 13 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 956,033 | $624.3 萬 | 0.04% | +46,475+5.1% | 加碼 |
| Bank of America Corp | 781,159 | $510.1 萬 | 0.00% | +33,953+4.5% | 加碼 |
| Ameriprise Financial Inc | 694,895 | $453.8 萬 | 0.00% | +35,490+5.4% | 加碼 |
| UBS Group AG | 465,986 | $304.3 萬 | 0.00% | +10,980+2.4% | 加碼 |
| Morgan Stanley | 432,814 | $282.6 萬 | 0.00% | +67,469+18.5% | 加碼 |
| Advisor Group Holdings, Inc. | 363,979 | $237.7 萬 | 0.01% | +3,813+1.1% | 加碼 |
| Van Eck Associates Corp | 203,649 | $133.0 萬 | 0.00% | −58,064−22.2% | 減碼 |
| Commonwealth Equity Services, LLC | 201,508 | $131.6 萬 | 0.00% | −4,324−2.1% | 減碼 |
| LPL Financial LLC | 161,581 | $105.5 萬 | 0.00% | −9,451−5.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 140,072 | $91.5 萬 | 0.00% | +797+0.6% | 加碼 |
| MML Investors Services, LLC | 95,850 | $62.6 萬 | 0.00% | +3,905+4.2% | 加碼 |
| Raymond James & Associates | 90,751 | $59.3 萬 | 0.00% | −1,075−1.2% | 減碼 |
| Invesco Ltd. | 87,162 | $56.9 萬 | 0.00% | −33,092−27.5% | 減碼 |
| Wells Fargo & Company | 83,252 | $54.4 萬 | 0.00% | +5,868+7.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 79,071 | $51.6 萬 | 0.00% | +47+0.1% | 加碼 |
| IHT Wealth Management, LLC | 78,396 | $51.2 萬 | 0.02% | −2,880−3.5% | 減碼 |
| Melfa Wealth Management, LLC | 75,679 | $49.4 萬 | 0.36% | +479+0.6% | 加碼 |
| Rothschild Investment LLC | 71,700 | $46.8 萬 | 0.03% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 69,455 | $44.9 萬 | 0.03% | +1,525+2.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 55,622 | $36.3 萬 | 0.00% | +10,433+23.1% | 加碼 |
| Baird Financial Group, Inc. | 52,934 | $34.6 萬 | 0.00% | −295−0.6% | 減碼 |
| Royal Bank of Canada | 52,607 | $34.4 萬 | 0.00% | +170+0.3% | 加碼 |
| HighTower Advisors, LLC | 49,856 | $32.6 萬 | 0.00% | +657+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 49,176 | $32.1 萬 | 0.00% | −7,228−12.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 44,184 | $28.9 萬 | 0.03% | +4,015+10.0% | 加碼 |
| Financial Counselors Inc | 43,009 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 41,859 | $27.3 萬 | 0.00% | −11,093−20.9% | 減碼 |
| Moors & Cabot, Inc. | 40,000 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 37,961 | $24.8 萬 | 0.04% | +206+0.5% | 加碼 |
| Burford Brothers, Inc. | 36,720 | $24.0 萬 | 0.16% | 00.0% | 不變 |
| Mariner, LLC | 32,558 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Napa Wealth Management | 30,944 | $20.2 萬 | 0.11% | 00.0% | 不變 |
| Truist Financial Corp | 27,536 | $18.0 萬 | 0.00% | +9,286+50.9% | 加碼 |
| Providence First Trust Co | 26,000 | $17.0 萬 | 0.07% | 00.0% | 不變 |
| Prospera Financial Services Inc | 23,812 | $15.6 萬 | 0.00% | +1,658+7.5% | 加碼 |
| RFG Advisory, LLC | 23,757 | $15.5 萬 | 0.01% | +5,811+32.4% | 加碼 |
| Pathway Financial Advisers, LLC | 23,356 | $15.3 萬 | 0.05% | −2,015−7.9% | 減碼 |
| Cetera Investment Advisers | 22,661 | $14.8 萬 | 0.00% | +22,661 | 新進 |
| Nomura Holdings Inc | 22,333 | $14.6 萬 | 0.00% | +4,446+24.9% | 加碼 |
| Berkeley, Inc | 21,726 | $14.2 萬 | 0.09% | −3,478−13.8% | 減碼 |
| Camelot Portfolios, LLC | 20,000 | $13.1 萬 | 0.13% | 00.0% | 不變 |
| Lincoln National Corp | 18,657 | $12.2 萬 | 0.00% | +245+1.3% | 加碼 |
| Fairhaven Wealth Management, LLC | 18,450 | $12.0 萬 | 0.04% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 18,358 | $12.0 萬 | 0.00% | −1,647−8.2% | 減碼 |
| Genesee Capital Advisors, LLC | 17,830 | $11.6 萬 | 0.06% | 00.0% | 不變 |
| National Asset Management, Inc. | 19,557 | $11.4 萬 | 0.00% | −33−0.2% | 減碼 |
| Avantax Advisory Services, Inc. | 17,048 | $11.1 萬 | 0.00% | +17,048 | 新進 |
| Silverlake Wealth Management LLC | 16,994 | $11.1 萬 | 0.06% | +137+0.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,850 | $10.4 萬 | 0.00% | +15,850 | 新進 |
| Modera Wealth Management, LLC | 15,763 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 13,468 | $8.79 萬 | 0.05% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 12,284 | $8.02 萬 | 0.05% | +12,284 | 新進 |
| Kestra Private Wealth Services, LLC | 10,553 | $6.89 萬 | 0.00% | +37+0.4% | 加碼 |
| United Capital Financial Advisers, LLC | 10,545 | $6.89 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,200 | $7,836 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 1,000 | $6,530 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 830 | $5,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 500 | $3,265 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 172 | $1,123 | 0.00% | +172 | 新進 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −69,162−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,220−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,106−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,719−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −14,090−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,987−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −10,697−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,151−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,201−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −561−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |