Invesco Municipal Income Opportunities Trust - COM (OIA)

CUSIP: 46132X101

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / COM
Total 13F shares
5,244,214
Share change
+79,036
Total reported value
$30,754,382
Price per share
$5.86
Number of holders
56
Value change
+$401,947
Number of buys
20
Number of sells
21

Security key

46132X101

Report period

Q3 2022

Institutions

56

Top holders

10

Top shareholders of OIA - Invesco Municipal Income Opportunities Trust - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
GUGGENHEIM CAPITAL LLC
13F
Company
class O/S missing
915,678
$5,906,000 30 Jun 2022
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
718,235
$4,633,000 30 Jun 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
437,712
$2,823,000 30 Jun 2022
13F
MORGAN STANLEY
13F
Company
class O/S missing
406,606
$2,623,000 30 Jun 2022
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
371,173
$2,394,000 30 Jun 2022
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
358,206
$2,310,000 30 Jun 2022
13F
Cetera Advisor Networks LLC
13F
Company
class O/S missing
253,546
$1,635,000 30 Jun 2022
13F
VAN ECK ASSOCIATES CORP
13F
Company
class O/S missing
151,152
$975,000 30 Jun 2022
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
class O/S missing
125,542
$810,000 30 Jun 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
112,144
$724,000 30 Jun 2022
13F
LPL Financial LLC
13F
Company
class O/S missing
97,483
$629,000 30 Jun 2022
13F
MML INVESTORS SERVICES, LLC
13F
Company
class O/S missing
97,434
$628,000 30 Jun 2022
13F
IHT Wealth Management, LLC
13F
Company
class O/S missing
86,314
$557,000 30 Jun 2022
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
83,082
$536,000 30 Jun 2022
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
65,256
$421,000 30 Jun 2022
13F
Stratos Wealth Partners, LTD.
13F
Company
class O/S missing
61,699
$398,000 30 Jun 2022
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
57,445
$371,000 30 Jun 2022
13F
Berkeley, Inc
13F
Company
class O/S missing
54,437
$351,116 30 Jun 2022
13F
Advisor Resource Council
13F
Company
class O/S missing
45,962
$296,000 30 Jun 2022
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
45,427
$293,000 30 Jun 2022
13F
Insight Wealth Strategies, LLC
13F
Company
class O/S missing
42,313
$273,000 30 Jun 2022
13F
UNITED CAPITAL FINANCIAL ADVISORS, LLC
13F
Company
class O/S missing
39,859
$257,000 30 Jun 2022
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
38,809
$250,000 30 Jun 2022
13F
SouthState Bank Corp
13F
Company
class O/S missing
31,962
$206,000 30 Jun 2022
13F
Baird Financial Group, Inc.
13F
Company
class O/S missing
31,660
$204,000 30 Jun 2022
13F
UBS Group AG
13F
Company
class O/S missing
29,673
$191,000 30 Jun 2022
13F
Keudell/Morrison Wealth Management
13F
Company
class O/S missing
28,752
$185,000 30 Jun 2022
13F
Rockefeller Capital Management L.P.
13F
Company
class O/S missing
28,597
$184,000 30 Jun 2022
13F
Providence First Trust Co
13F
Company
class O/S missing
28,200
$182,000 30 Jun 2022
13F
SILVERLAKE WEALTH MANAGEMENT LLC
13F
Company
class O/S missing
26,626
$171,738 30 Jun 2022
13F
NOMURA HOLDINGS INC
13F
Company
class O/S missing
26,603
$171,000 30 Jun 2022
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
21,327
$138,000 30 Jun 2022
13F
Private Ocean, LLC
13F
Company
class O/S missing
20,996
$135,000 30 Jun 2022
13F
TOWNSQUARE CAPITAL LLC
13F
Company
class O/S missing
20,345
$131,000 30 Jun 2022
13F
Camelot Portfolios, LLC
13F
Company
class O/S missing
20,000
$129,000 30 Jun 2022
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
16,344
$105,000 30 Jun 2022
13F
B. Riley Wealth Advisors, Inc.
13F
Company
class O/S missing
15,977
$104,000 30 Jun 2022
13F
Legacy Wealth Planning, LLC
13F
Company
class O/S missing
15,275
$99,000 30 Jun 2022
13F
NewEdge Advisors, LLC
13F
Company
class O/S missing
15,165
$97,000 30 Jun 2022
13F
Ausdal Financial Partners, Inc.
13F
Company
class O/S missing
14,989
$97,000 30 Jun 2022
13F
Western Wealth Management, LLC
13F
Company
class O/S missing
14,434
$94,000 30 Jun 2022
13F
Kaydan Wealth Management, Inc.
13F
Company
class O/S missing
13,361
$86,178 30 Jun 2022
13F
Graves Light Lenhart Wealth, Inc.
13F
Company
class O/S missing
12,180
$79,000 30 Jun 2022
13F
Quadrant Private Wealth Management, LLC
13F
Company
class O/S missing
11,811
$76,000 30 Jun 2022
13F
RFG Advisory, LLC
13F
Company
class O/S missing
11,066
$74,000 30 Jun 2022
13F
CENTAURUS FINANCIAL, INC.
13F
Company
class O/S missing
11,150
$72,000 30 Jun 2022
13F
IFP Advisors, Inc
13F
Company
class O/S missing
9,225
$69,000 30 Jun 2022
13F
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
class O/S missing
10,313
$67,000 30 Jun 2022
13F
AE Wealth Management LLC
13F
Company
class O/S missing
10,151
$65,000 30 Jun 2022
13F
Baldrige Asset Management LLC
13F
Company
class O/S missing
8,000
$52,000 30 Jun 2022
13F

Institutional Holders of Invesco Municipal Income Opportunities Trust - COM (OIA) as of Q3 2022

As of 30 Sep 2022, Invesco Municipal Income Opportunities Trust - COM (OIA) was held by 56 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,244,214 shares. The largest 10 holders included GUGGENHEIM CAPITAL LLC, AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, ADVISOR GROUP HOLDINGS, INC., Raymond James Financial Services Advisors, Inc., Cetera Advisor Networks LLC, VAN ECK ASSOCIATES CORP, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO. This page lists 56 institutional shareholders reporting positions in this security for the Q3 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
61
Q3 2022 holders
56
Holder diff
-5
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 Value $ Q3 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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