Invesco Municipal Income Opportunities Trust - OIA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | History | Added to | 1,057,088 | 6,353 | 0.22% | 0.12% | 1 | +496,014 | 88.4% | Q4 2025 | Jan 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,020,442 | 6,132 | 0.04% | 0.04% | 2 | +128,382 | 14.39% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 985,666 | 5,923 | 0.0% | 0.0% | 3 | +67,034 | 7.3% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 653,195 | 3,925 | 0.0% | 0.0% | 4 | +106,320 | 19.44% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 562,259 | 3,471 | 0.0% | 0.0% | 5 | -2,934 | -0.52% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 406,161 | 2,441 | 0.0% | 0.0% | 6 | -35,936 | -8.13% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 278,112 | 1,671 | 0.0% | 0.0% | 7 | +112,896 | 68.33% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 271,827 | 1,634 | 0.0% | 0.0% | 8 | +31,444 | 13.08% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 246,474 | 1,481 | 0.0% | 0.0% | 9 | -3,005 | -1.2% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 207,392 | 1,246 | 0.0% | 0.0% | 10 | -230,382 | -52.63% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 201,154 | 1,208 | 0.0% | 0.0% | 11 | +68,260 | 51.36% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 178,935 | 1,075 | 0.0% | 0.0% | 12 | -29,837 | -14.29% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 150,921 | 907 | 0.0% | 0.0% | 13 | -3,208 | -2.08% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 136,890 | 822 | 0.0% | 0.0% | 14 | +22,831 | 20.02% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 89,009 | 534 | 0.0% | 0.0% | 15 | -6,557 | -6.86% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 80,050 | 481 | 0.02% | 0.02% | 16 | -9,486 | -10.59% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 77,762 | 467 | 0.0% | 0.0% | 17 | +17,010 | 28.0% | Q4 2025 | Feb 18, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 74,780 | 449 | 0.26% | 0.3% | 19 | -10,649 | -12.47% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 74,826 | 449 | 0.0% | 0.0% | 18 | -4,113 | -5.21% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 71,394 | 429 | 0.0% | 0.0% | 20 | +49,539 | 226.67% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 57,458 | 345 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,108 | 331 | 0.0% | 0.0% | 22 | +796 | 1.47% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | No change | 43,009 | 258 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 42,478 | 255 | 0.14% | 0.15% | 24 | -1,439 | -3.28% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,710 | 250 | 0.0% | 0.0% | 25 | +256 | 0.62% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 38,779 | 233 | 0.0% | 0.0% | 26 | -8,721 | -18.36% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 38,720 | 232 | 0.03% | 0.03% | 27 | -640 | -1.63% | Q4 2025 | Jan 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,609 | 226 | 0.0% | — | 28 | +37,609 | New | Q4 2025 | Feb 17, 2026 |
| Burford Brothers, Inc. | History | No change | 34,470 | 207 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 34,139 | 205 | 0.13% | 0.12% | 30 | +4,030 | 13.38% | Q4 2025 | Jan 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,000 | 186 | 0.0% | 0.0% | 31 | -12,393 | -28.56% | Q4 2025 | Jan 29, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | New | 28,793 | 173 | 0.04% | — | 32 | +28,793 | New | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,650 | 166 | 0.0% | 0.0% | 33 | -1,111 | -3.86% | Q4 2025 | Feb 05, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 25,811 | 155 | 0.23% | — | 34 | +25,811 | New | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 25,646 | 154 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | No change | 24,800 | 149 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | No change | 20,000 | 120 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,161 | 115 | 0.0% | 0.0% | 38 | +13 | 0.07% | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | New | 18,603 | 112 | 0.01% | — | 39 | +18,603 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,611 | 111 | 0.0% | 0.0% | 40 | -415 | -2.18% | Q4 2025 | Feb 17, 2026 |
| River Street Advisors LLC | History | No change | 18,450 | 110 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Added to | 18,001 | 108 | 0.0% | 0.0% | 42 | +1,446 | 8.73% | Q4 2025 | Feb 13, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 17,830 | 107 | 0.04% | 0.05% | 43 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 17,783 | 106 | 0.02% | 0.03% | 44 | +84 | 0.47% | Q4 2025 | Jan 09, 2026 |
| Marex Group plc | History | New | 17,500 | 105 | 0.0% | — | 45 | +17,500 | New | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 16,459 | 98 | 0.0% | 0.01% | 46 | -35,064 | -68.06% | Q4 2025 | Feb 03, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 16,471 | 98 | 0.03% | 0.03% | 47 | +151 | 0.93% | Q4 2025 | Feb 06, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 16,250 | 97 | 0.0% | 0.0% | 48 | +6,250 | 62.5% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | New | 15,969 | 95 | 0.0% | — | 49 | +15,969 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | No change | 15,275 | 91 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creekside Partners | History | No change | 14,892 | 89 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 13,894 | 83 | 0.0% | — | 52 | +13,894 | New | Q4 2025 | Feb 12, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 13,947 | 83 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,468 | 80 | 0.03% | 0.04% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 12,914 | 77 | 0.0% | — | 55 | +12,914 | New | Q4 2025 | Jan 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 12,166 | 73 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Phoenix Wealth Advisors | History | No change | 11,235 | 67 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,064 | 66 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 10,736 | 66 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | No change | 10,736 | 65 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Providence First Trust Co | History | Reduced | 10,000 | 60 | 0.02% | 0.05% | 61 | -15,974 | -61.5% | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 6,359 | 38 | 0.02% | — | 62 | +6,359 | New | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,440 | 26 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,923 | 23 | 0.0% | — | 64 | +3,923 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 3,660 | 21 | 0.0% | — | 65 | +3,660 | New | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,400 | 14 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 1,824 | 10 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST HORIZON CORP | History | No change | 500 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DV Trading LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |