LPL Financial LLC
Position in OIA — Invesco Municipal Income Opportunities Trust
CIK 1403438
FORT MILL, SC
Position in OIA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$995,588
+$88,553 QoQ
Shares Held
162,148
+7.4% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OIA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. OIA ranks #316 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in OIA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $995,588 | 162,148 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $907,035 | 150,921 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $929,397 | 154,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $803,464 | 139,733 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $702,082 | 116,625 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $718,584 | 121,794 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,131,275 | 164,909 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $937,317 | 147,609 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,055,123 | 161,581 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,086,053 | 171,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $972,146 | 167,323 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,218,041 | 195,199 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $979,878 | 147,572 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,049,817 | 168,240 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $654,925 | 111,762 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $628,765 | 97,483 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $747,395 | 105,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $583,240 | 72,905 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $499,872 | 62,877 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $473,611 | 56,993 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $441,792 | 55,994 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $426,012 | 53,994 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $396,849 | 54,363 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $529,754 | 73,988 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $496,598 | 72,180 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||