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。
2025 年第 1 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2025/3/31 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
- 72
- 較 2024 年第 4 季 +3 家
- 持有股數
- 743.2 萬
- 較 2024 年第 4 季 +83.4 萬 (+12.6%)
- 總市值
- $4,473 萬
- 較 2024 年第 4 季 +$578.6 萬 (+14.9%)
- 新進機構
- 12
- 另有 23 家加碼
- 清倉機構
- 9
- 另有 19 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,124,248 | $676.8 萬 | 0.06% | −20,406−1.8% | 減碼 |
| Bank of America Corp | 878,922 | $529.1 萬 | 0.00% | +24,000+2.8% | 加碼 |
| Ameriprise Financial Inc | 715,341 | $430.0 萬 | 0.00% | +44,523+6.6% | 加碼 |
| UBS Group AG | 507,886 | $305.7 萬 | 0.00% | −23,268−4.4% | 減碼 |
| Morgan Stanley | 478,908 | $288.3 萬 | 0.00% | +38,117+8.6% | 加碼 |
| Rivernorth Capital Management, LLC | 365,136 | $219.8 萬 | 0.12% | +365,136 | 新進 |
| Commonwealth Equity Services, LLC | 283,996 | $171.0 萬 | 0.00% | +18,913+7.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 267,293 | $160.9 萬 | 0.07% | +267,293 | 新進 |
| Van Eck Associates Corp | 225,901 | $136.0 萬 | 0.00% | +7,946+3.6% | 加碼 |
| Advisor Group Holdings, Inc. | 214,087 | $128.9 萬 | 0.00% | +100,368+88.3% | 加碼 |
| Raymond James Financial Inc | 154,298 | $92.9 萬 | 0.00% | −10,662−6.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 141,424 | $85.1 萬 | 0.08% | +117,410+488.9% | 加碼 |
| LPL Financial LLC | 116,625 | $70.2 萬 | 0.00% | −5,169−4.2% | 減碼 |
| Savvy Advisors, Inc. | 113,948 | $68.6 萬 | 0.07% | +6,145+5.7% | 加碼 |
| Logan Stone Capital, LLC | 105,814 | $63.7 萬 | 0.30% | −77,705−42.3% | 減碼 |
| Wolverine Asset Management LLC | 92,836 | $55.9 萬 | 0.01% | +25,716+38.3% | 加碼 |
| MML Investors Services, LLC | 87,467 | $52.7 萬 | 0.00% | +73+0.1% | 加碼 |
| Envestnet Asset Management Inc | 87,346 | $52.6 萬 | 0.00% | +68,932+374.3% | 加碼 |
| Avantax Advisory Services, Inc. | 78,962 | $47.5 萬 | 0.00% | +6,145+8.4% | 加碼 |
| Melfa Wealth Management, LLC | 75,679 | $45.6 萬 | 0.31% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 72,313 | $43.5 萬 | 0.00% | −2,900−3.9% | 減碼 |
| Rothschild Investment LLC | 69,200 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Advisor Resource Council | 65,462 | $39.4 萬 | 0.03% | +65,462 | 新進 |
| IHT Wealth Management, LLC | 64,596 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 52,691 | $31.7 萬 | 0.00% | +42+0.1% | 加碼 |
| Wells Fargo & Company | 52,111 | $31.4 萬 | 0.00% | −15,004−22.4% | 減碼 |
| RFG Advisory, LLC | 50,775 | $30.6 萬 | 0.01% | +9,916+24.3% | 加碼 |
| Royal Bank of Canada | 50,167 | $30.2 萬 | 0.00% | +3,210+6.8% | 加碼 |
| Everstar Asset Management, LLC | 49,910 | $30.0 萬 | 0.20% | −7,390−12.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 44,096 | $26.5 萬 | 0.00% | −768−1.7% | 減碼 |
| Sanctuary Advisors, LLC | 43,393 | $26.1 萬 | 0.00% | −500−1.1% | 減碼 |
| Financial Counselors Inc | 43,009 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 41,552 | $25.0 萬 | 0.00% | −7,000−14.4% | 減碼 |
| Rockefeller Capital Management L.P. | 40,933 | $24.6 萬 | 0.00% | +6,641+19.4% | 加碼 |
| Janney Montgomery Scott LLC | 38,876 | $23.4 萬 | 0.00% | +19,978+105.7% | 加碼 |
| Insight Wealth Strategies, LLC | 38,851 | $23.4 萬 | 0.03% | +233+0.6% | 加碼 |
| Burford Brothers, Inc. | 34,470 | $20.8 萬 | 0.10% | 00.0% | 不變 |
| Readystate Asset Management LP | 33,298 | $20.0 萬 | 0.01% | −56,720−63.0% | 減碼 |
| CX Institutional | 30,200 | $18.2 萬 | 0.01% | +30,200 | 新進 |
| Providence First Trust Co | 25,974 | $15.6 萬 | 0.06% | −3,072−10.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 25,861 | $15.6 萬 | 0.00% | +8,210+46.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 24,210 | $14.6 萬 | 0.00% | +1,725+7.7% | 加碼 |
| Arkadios Wealth Advisors | 23,062 | $13.9 萬 | 0.01% | +23,062 | 新進 |
| Camelot Portfolios, LLC | 20,000 | $12.0 萬 | 0.07% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 19,911 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 19,122 | $11.5 萬 | 0.00% | −8,804−31.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 18,768 | $11.3 萬 | 0.00% | +18,768 | 新進 |
| Genesee Capital Advisors, LLC | 17,830 | $10.7 萬 | 0.05% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,442 | $10.5 萬 | 0.04% | +118+0.7% | 加碼 |
| Pathway Financial Advisers, LLC | 16,638 | $10.0 萬 | 0.03% | −5,855−26.0% | 減碼 |
| Susquehanna International Group, LLP | 16,225 | $9.77 萬 | 0.00% | +3,612+28.6% | 加碼 |
| Mariner, LLC | 15,275 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Creekside Partners | 14,892 | $8.96 萬 | 0.05% | 00.0% | 不變 |
| Prospera Financial Services Inc | 13,906 | $8.37 萬 | 0.00% | −10,594−43.2% | 減碼 |
| Fortitude Advisory Group L.L.C. | 13,468 | $7.65 萬 | 0.06% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 12,555 | $7.56 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 12,166 | $7.32 萬 | 0.03% | +4,166+52.1% | 加碼 |
| Phoenix Wealth Advisors | 11,235 | $6.76 萬 | 0.03% | 00.0% | 不變 |
| Cetera Investment Advisers | 11,226 | $6.76 萬 | 0.00% | −4,085−26.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 11,064 | $6.66 萬 | 0.00% | 00.0% | 不變 |
| HRT Financial LP | 10,906 | $6.50 萬 | 0.00% | −5,182−32.2% | 減碼 |
| Entrewealth, LLC | 10,736 | $6.46 萬 | 0.05% | +10,736 | 新進 |
| Austin Wealth Management, LLC | 10,736 | $6.18 萬 | 0.01% | +10,736 | 新進 |
| CIBC Private Wealth Group, LLC | 2,562 | $1.45 萬 | 0.00% | +2,562 | 新進 |
| NBT Bank N A | 1,824 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 911 | $5,000 | 0.00% | +911 | 新進 |
| Motco | 527 | $3,173 | 0.00% | +527 | 新進 |
| First Horizon Advisors, Inc. | 500 | $3,010 | 0.00% | 00.0% | 不變 |
| Fourth Dimension Wealth, LLC | 491 | $2,956 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 300 | $1,806 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1 | $4 | 0.00% | −4,879−100.0% | 減碼 |
| McClarren Financial Advisors, Inc. | 6 | – | – | +6 | 新進 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −68,206−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −35,233−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,129−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,955−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,054−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −13,181−100.0% | 清倉 |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −9,375−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,963−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Fairhaven Wealth Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |