Invesco Municipal Income Opportunities Trust - OIA
Detailed investor-level table based on 13F positions.
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 | 1,284,322 | 7,885 | 0.27% | 0.22% | 1 | +227,234 | 21.5% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 956,272 | 5,871 | 0.05% | 0.04% | 2 | -64,170 | -6.29% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 859,961 | 5,280 | 0.0% | 0.0% | 3 | -125,705 | -12.75% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 744,077 | 4,568 | 0.0% | 0.0% | 4 | +90,882 | 13.91% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 570,680 | 3,503 | 0.0% | 0.0% | 5 | +8,421 | 1.5% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 421,688 | 2,589 | 0.0% | 0.0% | 6 | +15,527 | 3.82% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 296,022 | 1,817 | 0.0% | 0.0% | 7 | +17,910 | 6.44% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 274,415 | 1,685 | 0.0% | 0.0% | 8 | +2,588 | 0.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 270,622 | 1,661 | 0.0% | 0.0% | 9 | +63,230 | 30.49% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 247,397 | 1,519 | 0.0% | 0.0% | 10 | +923 | 0.37% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 223,597 | 1,372 | 0.0% | 0.0% | 11 | +22,443 | 11.16% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 162,148 | 995 | 0.0% | 0.0% | 12 | +11,227 | 7.44% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 142,737 | 876 | 0.0% | 0.0% | 13 | +5,847 | 4.27% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 137,188 | 842 | 0.0% | 0.0% | 14 | -41,747 | -23.33% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 114,740 | 705 | 0.0% | 0.0% | 15 | +87,090 | 314.97% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 96,513 | 592 | 0.0% | 0.0% | 16 | +7,504 | 8.43% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 80,050 | 491 | 0.01% | 0.02% | 17 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 74,780 | 459 | 0.26% | 0.26% | 18 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 70,345 | 431 | 0.0% | 0.0% | 19 | -4,481 | -5.99% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | New | 63,858 | 392 | 0.0% | — | 20 | +63,858 | New | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 62,049 | 381 | 0.0% | 0.0% | 21 | +4,591 | 7.99% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,888 | 343 | 0.0% | 0.0% | 22 | +780 | 1.42% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | No change | 43,009 | 264 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 42,293 | 259 | 0.14% | 0.14% | 24 | -185 | -0.44% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 41,961 | 257 | 0.0% | 0.0% | 25 | +251 | 0.6% | Q1 2026 | May 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 38,964 | 239 | 0.03% | 0.03% | 26 | +244 | 0.63% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 37,979 | 233 | 0.0% | 0.0% | 27 | -800 | -2.06% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 37,751 | 232 | 0.0% | 0.0% | 28 | +142 | 0.38% | Q1 2026 | May 15, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 34,852 | 213 | 0.12% | 0.13% | 29 | +713 | 2.09% | Q1 2026 | May 01, 2026 |
| Burford Brothers, Inc. | History | No change | 34,470 | 211 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 32,722 | 200 | 0.0% | 0.0% | 31 | +7,922 | 31.94% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 31,000 | 190 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 28,793 | 176 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 25,811 | 158 | 0.24% | 0.23% | 34 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 25,646 | 157 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Camelot Portfolios, LLC | History | No change | 20,000 | 122 | 0.09% | 0.07% | 36 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Phoenix Wealth Advisors | History | Added to | 19,526 | 119 | 0.05% | 0.03% | 37 | +8,291 | 73.8% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 19,174 | 117 | 0.0% | 0.0% | 38 | +13 | 0.07% | Q1 2026 | Apr 27, 2026 |
| River Street Advisors LLC | History | No change | 18,450 | 113 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Added to | 18,199 | 111 | 0.0% | 0.0% | 40 | +1,740 | 10.57% | Q1 2026 | Apr 17, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 17,830 | 109 | 0.05% | 0.04% | 41 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 17,783 | 109 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | New | 16,983 | 104 | 0.01% | — | 43 | +16,983 | New | Q1 2026 | May 07, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 16,622 | 102 | 0.03% | 0.03% | 44 | +151 | 0.92% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 16,015 | 98 | 0.0% | 0.0% | 45 | -1,986 | -11.03% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | No change | 15,969 | 98 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MCF Advisors LLC | History | New | 15,413 | 94 | 0.0% | — | 47 | +15,413 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | No change | 15,275 | 93 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | No change | 14,892 | 91 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 13,947 | 85 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 48,038 | 82 | 0.0% | 0.0% | 51 | -29,724 | -38.22% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 13,468 | 82 | 0.04% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 12,914 | 79 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | New | 12,854 | 78 | 0.0% | — | 54 | +12,854 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,581 | 77 | 0.0% | — | 55 | +12,581 | New | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | No change | 12,166 | 74 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Virtu Financial LLC | History | New | 11,243 | 69 | 0.0% | — | 57 | +11,243 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,064 | 67 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ENTREWEALTH, LLC | History | No change | 10,736 | 65 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 10,696 | 64 | 0.01% | — | 60 | +10,696 | New | Q1 2026 | Apr 10, 2026 |
| Providence First Trust Co | History | No change | 10,000 | 61 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 4,702 | 28 | 0.0% | — | 62 | +4,702 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,440 | 27 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 3,660 | 22 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,400 | 14 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 1,824 | 11 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,271 | 7 | 0.0% | — | 67 | +1,271 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,148 | 6 | 0.0% | — | 68 | +1,148 | New | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 600 | 3 | 0.0% | — | 70 | +600 | New | Q1 2026 | Apr 06, 2026 |
| FIRST HORIZON CORP | History | No change | 500 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Activest Wealth Management | History | New | 300 | 1 | 0.0% | — | 71 | +300 | New | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,394 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,611 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,603 | -100.0% | Q1 2026 | May 20, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -17,500 | -100.0% | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,250 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,894 | -100.0% | Q1 2026 | May 14, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,736 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,359 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,923 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |