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 4 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2025/12/31 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
- 70
- 較 2025 年第 3 季 +9 家
- 持有股數
- 781.8 萬
- 較 2025 年第 3 季 +85.3 萬 (+12.2%)
- 總市值
- $4,708 萬
- 較 2025 年第 3 季 +$510.5 萬 (+12.2%)
- 新進機構
- 11
- 另有 18 家加碼
- 清倉機構
- 2
- 另有 18 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,057,088 | $635.3 萬 | 0.22% | +496,014+88.4% | 加碼 |
| Guggenheim Capital LLC | 1,020,442 | $613.3 萬 | 0.04% | +128,382+14.4% | 加碼 |
| Bank of America Corp | 985,666 | $592.4 萬 | 0.00% | +67,034+7.3% | 加碼 |
| Raymond James Financial Inc | 653,195 | $392.6 萬 | 0.00% | +106,320+19.4% | 加碼 |
| Ameriprise Financial Inc | 562,259 | $347.1 萬 | 0.00% | −2,934−0.5% | 減碼 |
| Morgan Stanley | 406,161 | $244.1 萬 | 0.00% | −35,936−8.1% | 減碼 |
| Wells Fargo & Company | 278,112 | $167.1 萬 | 0.00% | +112,896+68.3% | 加碼 |
| Van Eck Associates Corp | 271,827 | $163.4 萬 | 0.00% | +31,444+13.1% | 加碼 |
| Commonwealth Equity Services, LLC | 246,474 | $148.1 萬 | 0.00% | −3,005−1.2% | 減碼 |
| UBS Group AG | 207,392 | $124.6 萬 | 0.00% | −230,382−52.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 201,154 | $120.9 萬 | 0.00% | +68,260+51.4% | 加碼 |
| Advisor Group Holdings, Inc. | 178,935 | $107.5 萬 | 0.00% | −29,837−14.3% | 減碼 |
| LPL Financial LLC | 150,921 | $90.7 萬 | 0.00% | −3,208−2.1% | 減碼 |
| Envestnet Asset Management Inc | 136,890 | $82.3 萬 | 0.00% | +22,831+20.0% | 加碼 |
| Cetera Investment Advisers | 89,009 | $53.5 萬 | 0.00% | −6,557−6.9% | 減碼 |
| Savvy Advisors, Inc. | 80,050 | $48.1 萬 | 0.02% | −9,486−10.6% | 減碼 |
| GWM Advisors LLC | 77,762 | $46.7 萬 | 0.00% | +17,010+28.0% | 加碼 |
| MML Investors Services, LLC | 74,826 | $45.0 萬 | 0.00% | −4,113−5.2% | 減碼 |
| Melfa Wealth Management, LLC | 74,780 | $44.9 萬 | 0.26% | −10,649−12.5% | 減碼 |
| Jane Street Group, LLC | 71,394 | $42.9 萬 | 0.00% | +49,539+226.7% | 加碼 |
| Janney Montgomery Scott LLC | 57,458 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 55,108 | $33.1 萬 | 0.00% | +796+1.5% | 加碼 |
| Midwest Trust Co | 43,009 | $25.8 萬 | 0.00% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 42,478 | $25.5 萬 | 0.14% | −1,439−3.3% | 減碼 |
| Rockefeller Capital Management L.P. | 41,710 | $25.1 萬 | 0.00% | +256+0.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 38,779 | $23.3 萬 | 0.00% | −8,721−18.4% | 減碼 |
| Insight Wealth Strategies, LLC | 38,720 | $23.3 萬 | 0.03% | −640−1.6% | 減碼 |
| Royal Bank of Canada | 37,609 | $22.6 萬 | 0.00% | −9,854−20.8% | 減碼 |
| Burford Brothers, Inc. | 34,470 | $20.7 萬 | 0.09% | 00.0% | 不變 |
| Arlington Capital Management, Inc. | 34,139 | $20.5 萬 | 0.13% | +4,030+13.4% | 加碼 |
| Sanctuary Advisors, LLC | 31,000 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| G2 Capital Management, LLC | 28,793 | $17.3 萬 | 0.04% | +28,793 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 27,650 | $16.6 萬 | 0.00% | −1,111−3.9% | 減碼 |
| Stronghold Wealth Management L.L.C. | 25,811 | $15.5 萬 | 0.23% | +25,811 | 新進 |
| Concurrent Investment Advisors, LLC | 25,646 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 24,800 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Southern Financial Group, LLC | 20,947 | $12.6 萬 | 0.04% | +20,947 | 新進 |
| Camelot Portfolios, LLC | 20,000 | $12.0 萬 | 0.07% | 00.0% | 不變 |
| Truist Financial Corp | 19,161 | $11.5 萬 | 0.00% | +13+0.1% | 加碼 |
| Susquehanna International Group, LLP | 18,611 | $11.2 萬 | 0.00% | −415−2.2% | 減碼 |
| River Street Advisors LLC | 18,450 | $11.1 萬 | 0.04% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 18,001 | $10.8 萬 | 0.00% | +1,446+8.7% | 加碼 |
| Genesee Capital Advisors, LLC | 17,830 | $10.7 萬 | 0.04% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,783 | $10.7 萬 | 0.02% | +84+0.5% | 加碼 |
| Marex Group plc | 17,500 | $10.5 萬 | 0.00% | +17,500 | 新進 |
| Pathway Financial Advisers, LLC | 16,471 | $9.90 萬 | 0.03% | +151+0.9% | 加碼 |
| RFG Advisory, LLC | 16,459 | $9.89 萬 | 0.00% | −35,064−68.1% | 減碼 |
| Nomura Holdings Inc | 16,250 | $9.77 萬 | 0.00% | +6,250+62.5% | 加碼 |
| Nuveen, LLC | 15,969 | $9.60 萬 | 0.00% | +15,969 | 新進 |
| Mariner, LLC | 15,275 | $9.18 萬 | 0.00% | 00.0% | 不變 |
| Creekside Partners | 14,892 | $8.95 萬 | 0.04% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 13,947 | $8.38 萬 | 0.04% | 00.0% | 不變 |
| HRT Financial LP | 13,894 | $8.30 萬 | 0.00% | +13,894 | 新進 |
| Fortitude Advisory Group L.L.C. | 13,468 | $8.09 萬 | 0.03% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 12,914 | $7.76 萬 | 0.00% | +12,914 | 新進 |
| NWF Advisory Services Inc. | 12,166 | $7.31 萬 | 0.01% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 11,235 | $6.75 萬 | 0.03% | 00.0% | 不變 |
| Entrewealth, LLC | 10,736 | $6.69 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 11,064 | $6.65 萬 | 0.00% | 00.0% | 不變 |
| Austin Wealth Management, LLC | 10,736 | $6.55 萬 | 0.01% | 00.0% | 不變 |
| Providence First Trust Co | 10,000 | $6.01 萬 | 0.02% | −15,974−61.5% | 減碼 |
| Garton & Associates Financial Advisors LLC | 6,359 | $3.82 萬 | 0.02% | +6,359 | 新進 |
| Rothschild Investment LLC | 4,440 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 3,923 | $2.36 萬 | 0.00% | +3,923 | 新進 |
| US Bancorp | 3,660 | $2.20 萬 | 0.00% | +3,660 | 新進 |
| Global Retirement Partners, LLC | 2,400 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 1,824 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Corp | 500 | $3,005 | 0.00% | 00.0% | 不變 |
| DV Trading LLC | 1 | $6 | 0.00% | +1 | 新進 |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | 清倉 |