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 4 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2024/12/31 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
- 72
- 較 2024 年第 3 季 +11 家
- 持有股數
- 664.6 萬
- 較 2024 年第 3 季 +59.0 萬 (+9.7%)
- 總市值
- $3,922 萬
- 較 2024 年第 3 季 −$226.9 萬 (−5.5%)
- 新進機構
- 21
- 另有 18 家加碼
- 清倉機構
- 10
- 另有 17 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,144,654 | $675.3 萬 | 0.06% | +59,007+5.4% | 加碼 |
| Bank of America Corp | 854,922 | $504.4 萬 | 0.00% | +36,999+4.5% | 加碼 |
| Ameriprise Financial Inc | 670,818 | $395.8 萬 | 0.00% | −2,664−0.4% | 減碼 |
| UBS Group AG | 531,154 | $313.4 萬 | 0.00% | +42,759+8.8% | 加碼 |
| Morgan Stanley | 440,791 | $260.1 萬 | 0.00% | −5,278−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 265,083 | $156.4 萬 | 0.00% | +65,856+33.1% | 加碼 |
| Van Eck Associates Corp | 217,955 | $128.6 萬 | 0.00% | +19,889+10.0% | 加碼 |
| Logan Stone Capital, LLC | 183,519 | $108.3 萬 | 0.36% | +183,519 | 新進 |
| Raymond James Financial Inc | 164,960 | $97.3 萬 | 0.00% | +164,960 | 新進 |
| LPL Financial LLC | 121,794 | $71.9 萬 | 0.00% | −43,115−26.1% | 減碼 |
| Advisor Group Holdings, Inc. | 113,719 | $67.1 萬 | 0.00% | −79,816−41.2% | 減碼 |
| Savvy Advisors, Inc. | 107,803 | $63.6 萬 | 0.08% | +107,803 | 新進 |
| Readystate Asset Management LP | 90,018 | $53.1 萬 | 0.02% | +90,018 | 新進 |
| MML Investors Services, LLC | 87,394 | $51.6 萬 | 0.00% | −3,016−3.3% | 減碼 |
| Melfa Wealth Management, LLC | 75,679 | $44.7 萬 | 0.30% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 75,213 | $44.4 萬 | 0.00% | −300−0.4% | 減碼 |
| Avantax Advisory Services, Inc. | 72,817 | $43.0 萬 | 0.00% | +15,587+27.2% | 加碼 |
| Rothschild Investment LLC | 69,200 | $40.8 萬 | 0.03% | −2,500−3.5% | 減碼 |
| Nomura Holdings Inc | 68,206 | $40.2 萬 | 0.00% | +68,206 | 新進 |
| Wolverine Asset Management LLC | 67,120 | $39.6 萬 | 0.01% | +67,120 | 新進 |
| Wells Fargo & Company | 67,115 | $39.6 萬 | 0.00% | −30,597−31.3% | 減碼 |
| IHT Wealth Management, LLC | 64,596 | $38.1 萬 | 0.01% | −3,400−5.0% | 減碼 |
| Everstar Asset Management, LLC | 57,300 | $33.8 萬 | 0.24% | −60,600−51.4% | 減碼 |
| HighTower Advisors, LLC | 52,649 | $31.1 萬 | 0.00% | +1,413+2.8% | 加碼 |
| GWM Advisors LLC | 48,552 | $28.6 萬 | 0.00% | +1,769+3.8% | 加碼 |
| Royal Bank of Canada | 46,957 | $27.7 萬 | 0.00% | +8,738+22.9% | 加碼 |
| Sanctuary Advisors, LLC | 43,893 | $27.1 萬 | 0.00% | −258−0.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 44,864 | $26.5 萬 | 0.00% | −8,467−15.9% | 減碼 |
| Financial Counselors Inc | 43,009 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| RFG Advisory, LLC | 40,859 | $24.1 萬 | 0.01% | +8,027+24.4% | 加碼 |
| Insight Wealth Strategies, LLC | 38,618 | $22.8 萬 | 0.03% | +224+0.6% | 加碼 |
| Virtu Financial LLC | 35,233 | $20.8 萬 | 0.01% | +24,708+234.8% | 加碼 |
| Burford Brothers, Inc. | 34,470 | $20.3 萬 | 0.10% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 34,292 | $20.2 萬 | 0.00% | −29,771−46.5% | 減碼 |
| Providence First Trust Co | 29,046 | $17.1 萬 | 0.06% | −16,000−35.5% | 減碼 |
| Truist Financial Corp | 27,926 | $16.5 萬 | 0.00% | +133+0.5% | 加碼 |
| Nuveen Asset Management, LLC | 27,025 | $15.9 萬 | 0.00% | +14,960+124.0% | 加碼 |
| Prospera Financial Services Inc | 24,500 | $14.5 萬 | 0.00% | +138+0.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 24,014 | $14.2 萬 | 0.02% | +24,014 | 新進 |
| Jane Street Group, LLC | 23,129 | $13.6 萬 | 0.00% | +23,129 | 新進 |
| Pathway Financial Advisers, LLC | 22,493 | $13.3 萬 | 0.04% | +221+1.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,485 | $13.3 萬 | 0.00% | −1,677−6.9% | 減碼 |
| Camelot Portfolios, LLC | 20,000 | $11.8 萬 | 0.13% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 19,911 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 18,955 | $11.2 萬 | 0.01% | +18,955 | 新進 |
| Janney Montgomery Scott LLC | 18,898 | $11.1 萬 | 0.00% | +18,898 | 新進 |
| Fairhaven Wealth Management, LLC | 18,450 | $10.9 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 18,414 | $10.9 萬 | 0.00% | +18,414 | 新進 |
| Citadel Advisors LLC | 18,054 | $10.7 萬 | 0.00% | +18,054 | 新進 |
| Genesee Capital Advisors, LLC | 17,830 | $10.5 萬 | 0.05% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 17,651 | $10.4 萬 | 0.00% | −608−3.3% | 減碼 |
| Silverlake Wealth Management LLC | 17,324 | $10.2 萬 | 0.04% | +112+0.7% | 加碼 |
| HRT Financial LP | 16,088 | $9.40 萬 | 0.00% | +16,088 | 新進 |
| Cetera Investment Advisers | 15,311 | $9.03 萬 | 0.00% | +322+2.1% | 加碼 |
| Mariner, LLC | 15,275 | $9.01 萬 | 0.00% | 00.0% | 不變 |
| Creekside Partners | 14,892 | $8.79 萬 | 0.05% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 14,000 | $8.26 萬 | 0.01% | +14,000 | 新進 |
| Fortitude Advisory Group L.L.C. | 13,468 | $7.95 萬 | 0.05% | 00.0% | 不變 |
| Marex Group plc | 13,181 | $7.78 萬 | 0.00% | +13,181 | 新進 |
| Susquehanna International Group, LLP | 12,613 | $7.44 萬 | 0.00% | +12,613 | 新進 |
| Baird Financial Group, Inc. | 12,555 | $7.41 萬 | 0.00% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 11,235 | $6.63 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 11,064 | $6.53 萬 | 0.00% | +11,064 | 新進 |
| Farther Finance Advisors, LLC | 9,375 | $5.53 萬 | 0.00% | −82,057−89.7% | 減碼 |
| Ameriflex Group, Inc. | 8,000 | $4.95 萬 | 0.02% | +8,000 | 新進 |
| Elequin Capital LP | 6,963 | $4.11 萬 | 0.00% | +6,963 | 新進 |
| Signaturefd, LLC | 4,880 | $2.88 萬 | 0.00% | +4,880 | 新進 |
| Global Retirement Partners, LLC | 2,400 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 1,824 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 500 | $2,950 | 0.00% | 00.0% | 不變 |
| Fourth Dimension Wealth, LLC | 491 | $2,897 | 0.00% | +491 | 新進 |
| Activest Wealth Management | 300 | $1,770 | 0.00% | 00.0% | 不變 |
| Invesco Ltd. | 0 | $0 | 0.00% | −40,760−100.0% | 清倉 |
| Bessemer Group Inc | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Berkeley, Inc | 0 | $0 | 0.00% | −38,762−100.0% | 清倉 |
| Colony Group, LLC | 0 | $0 | 0.00% | −33,462−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −27,875−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,220−100.0% | 清倉 |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −11,640−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,814−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,784−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |