Institutional Ownership Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 7.8 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
17,830
shares
|
$106,623
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
17,569
shares
|
$105,062
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
16,794
shares
|
$100,428
0.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
16,555
shares
|
$98,998
0.0% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
15,275
shares
|
$91,344
0.0% of portfolio
|
Q2 2024
Reduced 53.08%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,275
shares
|
$91,344
0.15% of portfolio
|
Q3 2020
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
14,892
shares
|
$89,054
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
13,468
shares
|
$80,538
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
13,203
shares
|
$78,953
0.0% of portfolio
|
Q2 2025
Reduced 60.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,457
shares
|
$74,492
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
12,166
shares
|
$72,752
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
12,166
shares
|
$72,752
0.04% of portfolio
|
Q1 2025
Added 52.08%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
11,474
shares
|
$68,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
11,235
shares
|
$67,185
0.03% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,064
shares
|
$66,162
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,953
shares
|
$65,498
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
10,736
shares
|
$64,201
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
10,736
shares
|
$64,201
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,000
shares
|
$47,840
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,273
shares
|
$37,512
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,810
shares
|
$16,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,562
shares
|
$15,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,400
shares
|
$14,352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,824
shares
|
$10,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
500
shares
|
$2,990
0.0% of portfolio
|
Q1 2022
New holding
|