OIA · Invesco Municipal Income Opportunities Trust · Holdings

$5.85 -0.04 (-0.68%) At close · Sep 11

Market Cap

$280.40M

47.93M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 74

Total Value: $50,638,354

Total Shares: 8,154,330

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 74 13F filers · Δ vs Mar 31, 2026

Top Holder

15.4%

−0.4 pts

Top 5

50.3%

−4.0 pts

Top 10

69.5%

−3.4 pts

HHI

665

Broadly held−69

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +1.5%

Shares held: +0.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega Invesco Ltd.	+78,287	142,145
Large OSAIC HOLDINGS, INC.	+69,090	206,278
Large NewEdge Advisors, LLC	+51,413	99,451
Mega WELLS FARGO & COMPANY/MN	+26,991	323,013
Mega PNC FINANCIAL SERVICES GROUP, INC.	+19,895	243,492

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BANK OF AMERICA CORP /DE/	−167,508	692,453
Large GUGGENHEIM CAPITAL LLC	−66,910	889,362
Mega RAYMOND JAMES FINANCIAL INC	−49,141	694,936
Mid Hennion & Walsh Asset Management, Inc.	−25,135	1,259,187
Mega LPL Financial LLC	−9,173	152,975

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	62,345	$387,162
Mid READYSTATE ASSET MANAGEMENT LP	27,989	$173,811
Mega Bank of New York Mellon Corp	22,861	$141,965
Large NOMURA HOLDINGS INC	20,000	$124,200
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	16,489	$102,396

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro Arlington Capital Management, Inc.	34,852	$213,991
Large TRUIST FINANCIAL CORP	19,174	$117,728
Mega Fisher Asset Management, LLC	12,854	$78,923
Mega CITADEL ADVISORS LLC	12,581	$77,247
Mid Virtu Financial LLC	11,243	$69,032

Filter: New 8 Increased 20 Reduced 13 Sold out 8 Unchanged 33

Showing 74 of 74

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Hennion & Walsh Asset Management, Inc.

$7,819,551

15.44%

1,259,187

GUGGENHEIM CAPITAL LLC

$5,522,938

10.91%

889,362

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	889,362	$5,522,938	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$4,315,551

8.52%

694,936

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	475,474	$2,952,693	68.4%	Defined
Raymond James Financial Services Advisors, Inc.	163,275	$1,013,937	23.5%	Defined
RAYMOND JAMES TRUST N.A.	56,187	$348,921	8.1%	Defined

BANK OF AMERICA CORP /DE/

$4,300,133

8.49%

692,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	692,453	$4,300,133	100.0%	Defined

AMERIPRISE FINANCIAL INC

$3,514,810

6.94%

565,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	565,992	$3,514,810	100.0%	Defined

MORGAN STANLEY

$2,673,572

5.28%

430,527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	430,527	$2,673,572	100.0%	Defined

WELLS FARGO & COMPANY/MN

$2,005,910

3.96%

323,013

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	97,525	$605,630	30.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	225,488	$1,400,280	69.8%	Defined

VAN ECK ASSOCIATES CORP

$1,766,689

3.49%

284,491

UBS Group AG

$1,662,075

3.28%

267,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	267,645	$1,662,075	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$1,609,048

3.18%

259,106

PNC FINANCIAL SERVICES GROUP, INC.

$1,512,085

2.99%

243,492

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	243,492	$1,512,085	100.0%	Defined

OSAIC HOLDINGS, INC.

$1,280,985

2.53%

206,278

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	198,928	$1,235,342	96.4%	Defined
Osaic Advisory Services, LLC	7,350	$45,643	3.6%	Defined

ENVESTNET ASSET MANAGEMENT INC

$1,008,243

1.99%

162,358

LPL Financial LLC

$949,974

1.88%

152,975

Invesco Ltd.

$882,720

1.74%

142,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	142,145	$882,720	100.0%	Defined

Cambridge Investment Research Advisors, Inc.

$727,060

1.44%

117,079

Cetera Investment Advisers

$642,778

1.27%

103,507

NewEdge Advisors, LLC

$617,590

1.22%

99,451

MML INVESTORS SERVICES, LLC

$472,686

0.93%

76,117

MELFA WEALTH MANAGEMENT, INC.

$464,383

0.92%

74,780

Savvy Advisors, Inc.

$463,266

0.91%

74,600

RIVERNORTH CAPITAL MANAGEMENT, LLC

$387,162

0.76%

62,345

Janney Montgomery Scott LLC

$386,721

0.76%

62,274

HighTower Advisors, LLC

$352,007

0.70%

56,684

Midwest Trust Co

$267,085

0.53%

43,009

Everstar Asset Management, LLC

$245,326

0.48%

39,505

Insight Wealth Strategies, LLC

$243,518

0.48%

39,214

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$235,849

0.47%

37,979

ROYAL BANK OF CANADA

$235,340

0.46%

37,897

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	37,897	$235,340	100.0%	Defined

Rockefeller Capital Management L.P.

$219,461

0.43%

35,340

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	35,340	$219,461	100.0%	Defined

Burford Brothers, Inc.

$214,058

0.42%

34,470

Sanctuary Advisors, LLC

$192,510

0.38%

31,000

G2 CAPITAL MANAGEMENT, LLC / OH

$178,804

0.35%

28,793

IHT Wealth Management, LLC

$173,929

0.34%

28,008

READYSTATE ASSET MANAGEMENT LP

$173,811

0.34%

27,989

Stronghold Wealth Management L.L.C.

$160,286

0.32%

25,811

Concurrent Investment Advisors, LLC

$159,261

0.31%

25,646

Bank of New York Mellon Corp

$141,965

0.28%

22,861

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	22,859	$141,953	100.0%	Defined
Held directly	2	$12	0.0%	Defined

Southern Financial Group, LLC

$130,323

0.26%

20,986

Camelot Portfolios, LLC

$124,200

0.25%

20,000

NOMURA HOLDINGS INC

$124,200

0.25%

20,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA GLOBAL FINANCIAL PRODUCTS INC	20,000	$124,200	100.0%	Defined

Phoenix Wealth Advisors

$121,256

0.24%

19,526

RFG Advisory, LLC

$114,580

0.23%

18,451

River Street Advisors LLC

$114,574

0.23%

18,450

Genesee Capital Advisors, LLC

$110,724

0.22%

17,830

SILVERLAKE WEALTH MANAGEMENT LLC

$110,432

0.22%

17,783

Advisor OS, LLC

$105,464

0.21%

16,983

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Redwood Private Wealth	16,983	$105,464	100.0%	Sole

Pathway Financial Advisers, LLC

$104,178

0.21%

16,776

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$102,396

0.20%

16,489

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	16,489	$102,396	100.0%	Other

Baird Financial Group, Inc.

$99,453

0.20%

16,015

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	16,015	$99,453	100.0%	Defined

Nuveen, LLC

$99,167

0.20%

15,969

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	15,969	$99,167	100.0%	Defined

MCF Advisors LLC

$95,714

0.19%

15,413

Creekside Partners

$92,479

0.18%

14,892

VISTA INVESTMENT PARTNERS II, LLC

$86,610

0.17%

13,947

Fortitude Advisory Group L.L.C.

$83,636

0.17%

13,468

EVERGREEN CAPITAL MANAGEMENT LLC

$80,195

0.16%

12,914

NWF Advisory Services Inc.

$75,550

0.15%

12,166

Mariner, LLC

$69,440

0.14%

11,182

Cornerstone Wealth Management, LLC

$68,707

0.14%

11,064

ENTREWEALTH, LLC

$66,670

0.13%

10,736

AssuredPartners Investment Advisors, LLC

$66,540

0.13%

10,715

Providence First Trust Co

$62,100

0.12%

10,000

JONES FINANCIAL COMPANIES LLLP

$53,877

0.11%

8,676

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	8,676	$53,877	100.0%	Sole

Steward Partners Investment Advisory, LLC

$29,199

0.06%

4,702

ROTHSCHILD INVESTMENT LLC

$27,572

0.05%

4,440

Global Retirement Partners, LLC

$14,904

0.03%

2,400

NBT BANK N A /NY

$11,327

0.02%

1,824

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$4,601

0.01%

741

HIGHLINE WEALTH PARTNERS LLC

$3,726

0.01%

600

FIRST HORIZON CORP

$3,105

0.01%

500

Operose Advisors LLC

$1,682

0.00%

271

Larson Financial Group LLC

$621

0.00%

100

BlackRock, Inc.

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	1	$6	100.0%	Sole

SIGNATUREFD, LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	19,174	$117,728	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	12,581	$77,247	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	11,243	$69,032	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	3,660	$22,472	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	1,148	$7,048	100.0%	Defined

Key facts CIK 835333 CUSIP 46132X101 13F (30d) 16 filings 16 filers Visit website Investor relations