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。
2026 年第 1 季 13F 持有人
Invesco Municipal Income Opportunities Trust 在 2026/3/31 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
- 74
- 較 2025 年第 4 季 +5 家
- 持有股數
- 813.2 萬
- 較 2025 年第 4 季 +31.6 萬 (+4.0%)
- 總市值
- $4,993 萬
- 較 2025 年第 4 季 +$285.8 萬 (+6.1%)
- 新進機構
- 14
- 另有 25 家加碼
- 清倉機構
- 9
- 另有 8 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,284,322 | $788.6 萬 | 0.27% | +227,234+21.5% | 加碼 |
| Guggenheim Capital LLC | 956,272 | $587.2 萬 | 0.05% | −64,170−6.3% | 減碼 |
| Bank of America Corp | 859,961 | $528.0 萬 | 0.00% | −125,705−12.8% | 減碼 |
| Raymond James Financial Inc | 744,077 | $456.9 萬 | 0.00% | +90,882+13.9% | 加碼 |
| Ameriprise Financial Inc | 570,680 | $350.3 萬 | 0.00% | +8,421+1.5% | 加碼 |
| Morgan Stanley | 421,688 | $258.9 萬 | 0.00% | +15,527+3.8% | 加碼 |
| Wells Fargo & Company | 296,022 | $181.8 萬 | 0.00% | +17,910+6.4% | 加碼 |
| Van Eck Associates Corp | 274,415 | $168.5 萬 | 0.00% | +2,588+1.0% | 加碼 |
| UBS Group AG | 270,622 | $166.2 萬 | 0.00% | +63,230+30.5% | 加碼 |
| Commonwealth Equity Services, LLC | 247,397 | $151.9 萬 | 0.00% | +923+0.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 223,597 | $137.3 萬 | 0.00% | +22,443+11.2% | 加碼 |
| LPL Financial LLC | 162,148 | $99.6 萬 | 0.00% | +11,227+7.4% | 加碼 |
| Envestnet Asset Management Inc | 142,737 | $87.6 萬 | 0.00% | +5,847+4.3% | 加碼 |
| Advisor Group Holdings, Inc. | 137,188 | $84.2 萬 | 0.00% | −41,747−23.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 114,740 | $70.5 萬 | 0.00% | +87,090+315.0% | 加碼 |
| Cetera Investment Advisers | 96,513 | $59.3 萬 | 0.00% | +7,504+8.4% | 加碼 |
| Savvy Advisors, Inc. | 80,050 | $49.2 萬 | 0.01% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 74,780 | $45.9 萬 | 0.26% | 00.0% | 不變 |
| MML Investors Services, LLC | 70,345 | $43.2 萬 | 0.00% | −4,481−6.0% | 減碼 |
| Invesco Ltd. | 63,858 | $39.2 萬 | 0.00% | +63,858 | 新進 |
| Janney Montgomery Scott LLC | 62,049 | $38.1 萬 | 0.00% | +4,591+8.0% | 加碼 |
| HighTower Advisors, LLC | 55,888 | $34.3 萬 | 0.00% | +780+1.4% | 加碼 |
| GWM Advisors LLC | 53,712 | $33.0 萬 | 0.00% | −24,050−30.9% | 減碼 |
| Midwest Trust Co | 43,009 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 42,293 | $26.0 萬 | 0.14% | −185−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 41,961 | $25.8 萬 | 0.00% | +251+0.6% | 加碼 |
| Insight Wealth Strategies, LLC | 38,964 | $23.9 萬 | 0.03% | +244+0.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 37,979 | $23.3 萬 | 0.00% | −800−2.1% | 減碼 |
| Royal Bank of Canada | 37,751 | $23.2 萬 | 0.00% | +142+0.4% | 加碼 |
| Arlington Capital Management, Inc. | 34,852 | $21.4 萬 | 0.12% | +713+2.1% | 加碼 |
| Burford Brothers, Inc. | 34,470 | $21.2 萬 | 0.09% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 32,722 | $20.1 萬 | 0.00% | +7,922+31.9% | 加碼 |
| Sanctuary Advisors, LLC | 31,000 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| G2 Capital Management, LLC | 28,793 | $17.7 萬 | 0.04% | 00.0% | 不變 |
| Stronghold Wealth Management L.L.C. | 25,811 | $15.8 萬 | 0.24% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 25,646 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Southern Financial Group, LLC | 20,987 | $12.9 萬 | 0.04% | +40+0.2% | 加碼 |
| Camelot Portfolios, LLC | 20,000 | $12.3 萬 | 0.09% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 19,526 | $12.0 萬 | 0.05% | +8,291+73.8% | 加碼 |
| Truist Financial Corp | 19,174 | $11.8 萬 | 0.00% | +13+0.1% | 加碼 |
| River Street Advisors LLC | 18,450 | $11.3 萬 | 0.04% | 00.0% | 不變 |
| RFG Advisory, LLC | 18,199 | $11.2 萬 | 0.00% | +1,740+10.6% | 加碼 |
| Genesee Capital Advisors, LLC | 17,830 | $10.9 萬 | 0.05% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,783 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| Advisor OS, LLC | 16,983 | $10.4 萬 | 0.01% | +16,983 | 新進 |
| Pathway Financial Advisers, LLC | 16,622 | $10.2 萬 | 0.03% | +151+0.9% | 加碼 |
| Baird Financial Group, Inc. | 16,015 | $9.83 萬 | 0.00% | −1,986−11.0% | 減碼 |
| Nuveen, LLC | 15,969 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 15,413 | $9.46 萬 | 0.00% | +15,413 | 新進 |
| Mariner, LLC | 15,275 | $9.38 萬 | 0.00% | 00.0% | 不變 |
| Creekside Partners | 14,892 | $9.14 萬 | 0.04% | 00.0% | 不變 |
| Vista Investment Partners II, LLC | 13,947 | $8.56 萬 | 0.04% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 13,468 | $8.27 萬 | 0.04% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 12,914 | $7.93 萬 | 0.00% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 12,854 | $7.89 萬 | 0.00% | +12,854 | 新進 |
| Citadel Advisors LLC | 12,581 | $7.72 萬 | 0.00% | +12,581 | 新進 |
| NWF Advisory Services Inc. | 12,166 | $7.47 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 11,243 | $6.90 萬 | 0.00% | +11,243 | 新進 |
| Cornerstone Wealth Management, LLC | 11,064 | $6.79 萬 | 0.00% | 00.0% | 不變 |
| Entrewealth, LLC | 10,736 | $6.59 萬 | 0.03% | 00.0% | 不變 |
| AssuredPartners Investment Advisors, LLC | 10,696 | $6.46 萬 | 0.01% | +10,696 | 新進 |
| Providence First Trust Co | 10,000 | $6.14 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 4,702 | $2.89 萬 | 0.00% | +4,702 | 新進 |
| Rothschild Investment LLC | 4,440 | $2.73 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 3,660 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 1,824 | $1.12 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,271 | $7,662 | 0.00% | +1,271 | 新進 |
| JPMorgan Chase & Co | 1,148 | $6,991 | 0.00% | +1,148 | 新進 |
| Highline Wealth Partners LLC | 600 | $3,684 | 0.00% | +600 | 新進 |
| First Horizon Corp | 500 | $3,070 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 300 | $1,842 | 0.00% | +300 | 新進 |
| Larson Financial Group LLC | 100 | $614 | 0.00% | +100 | 新進 |
| BlackRock, Inc. | 1 | $5 | 0.00% | +1 | 新進 |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −71,394−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,611−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −17,500−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,250−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −13,894−100.0% | 清倉 |
| Austin Wealth Management, LLC | 0 | $0 | 0.00% | −10,736−100.0% | 清倉 |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −6,359−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,923−100.0% | 清倉 |
| DV Trading LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |