INVESCO MUNI INCOME OPP TRST (OIA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
72
Reporting holders
$49.5M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | $7.8M | 1,259,187 | 0.22% | 6q | -2.0%-$156.1K |
| GUGGENHEIM CAPITAL LLC | $5.5M | 889,362 | 0.03% | 29q | -7.0%-$415.5K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 694,936 | 0.00% | 7q | -6.6%-$305.2K |
| BANK OF AMERICA CORP /DE/ | $4.3M | 692,453 | 0.00% | 31q | -19.5%-$1.0M |
| AMERIPRISE FINANCIAL INC | $3.5M | 565,992 | 0.00% | 31q | -50.4%-$3.6M |
| MORGAN STANLEY | $2.7M | 430,527 | 0.00% | 35q | +2.1%+$54.9K |
| WELLS FARGO & COMPANY/MN | $2.0M | 323,013 | 0.00% | 31q | -45.4%-$1.7M |
| VAN ECK ASSOCIATES CORP | $1.8M | 284,491 | 0.00% | 31q | +3.7%+$62.6K |
| UBS Group AG | $1.7M | 267,645 | 0.00% | 31q | -1.1%-$18.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 259,106 | 0.00% | 31q | +4.7%+$72.7K |
| PNC Financial Services Group, Inc. | $1.5M | 243,492 | 0.00% | 31q | +8.9%+$123.5K |
| OSAIC HOLDINGS, INC. | $1.3M | 206,278 | 0.00% | 26q | +50.4%+$429.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 162,358 | 0.00% | 7q | +13.7%+$121.8K |
| LPL Financial LLC | $950.0K | 152,975 | 0.00% | 31q | -5.7%-$57.0K |
| Invesco Ltd. | $882.7K | 142,145 | 0.00% | 2q | +122.6%+$486.2K |
| Cetera Investment Advisers | $642.8K | 103,507 | 0.00% | 10q | +7.2%+$43.4K |
| NewEdge Advisors, LLC | $617.6K | 99,451 | 0.00% | 15q | +107.0%+$319.3K |
| MML INVESTORS SERVICES, LLC | $472.7K | 76,117 | 0.00% | 31q | +8.2%+$35.8K |
| MELFA WEALTH MANAGEMENT, INC. | $464.4K | 74,780 | 0.25% | 15q | HELD |
| Savvy Advisors, Inc. | $463.3K | 74,600 | 0.01% | 7q | -6.8%-$33.8K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $387.2K | 62,345 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $352.0K | 56,684 | 0.00% | 31q | +1.4%+$4.9K |
| Midwest Trust Co | $267.1K | 43,009 | 0.00% | 5q | HELD |
| Everstar Asset Management, LLC | $245.3K | 39,505 | 0.12% | 8q | -6.6%-$17.3K |
| Insight Wealth Strategies, LLC | $244.7K | 39,214 | 0.02% | 31q | +0.6%+$1.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $235.8K | 37,979 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $235.0K | 37,897 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $219.5K | 35,340 | 0.00% | 26q | -15.8%-$41.1K |
| Burford Brothers, Inc. | $214.1K | 34,470 | 0.08% | 11q | HELD |
| Sanctuary Advisors, LLC | $192.5K | 31,000 | 0.00% | 9q | HELD |
| G2 CAPITAL MANAGEMENT, LLC / OH | $178.8K | 28,793 | 0.04% | 3q | HELD |
| IHT Wealth Management, LLC | $173.9K | 28,008 | 0.00% | 31q | -14.4%-$29.3K |
| READYSTATE ASSET MANAGEMENT LP | $173.8K | 27,989 | 0.01% | new | NEW |
| Stronghold Wealth Management L.L.C. | $160.3K | 25,811 | 0.21% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $159.3K | 25,646 | 0.00% | 4q | HELD |
| Bank of New York Mellon Corp | $142.0K | 22,861 | 0.00% | new | NEW |
| Southern Financial Group, LLC | $130.3K | 20,986 | 0.03% | new | FIRST |
| NOMURA HOLDINGS INC | $124.2K | 20,000 | 0.00% | new | NEW |
| Camelot Portfolios, LLC | $124.2K | 20,000 | 0.09% | 31q | HELD |
| Phoenix Wealth Advisors | $121.3K | 19,526 | 0.04% | 10q | HELD |
| RFG Advisory, LLC | $114.6K | 18,451 | 0.00% | 14q | +1.4%+$1.6K |
| River Street Advisors LLC | $114.6K | 18,450 | 0.03% | 5q | HELD |
| Genesee Capital Advisors, LLC | $110.7K | 17,830 | 0.03% | 11q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $110.4K | 17,783 | 0.02% | 19q | HELD |
| Advisor OS, LLC | $105.5K | 16,983 | 0.01% | 2q | HELD |
| Pathway Financial Advisers, LLC | $104.2K | 16,776 | 0.03% | 14q | +0.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $102.4K | 16,489 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $99.5K | 16,015 | 0.00% | 21q | HELD |
| Nuveen, LLC | $99.2K | 15,969 | 0.00% | 3q | HELD |
| MCF Advisors LLC | $95.7K | 15,413 | 0.00% | 2q | HELD |
| Creekside Partners | $92.5K | 14,892 | 0.03% | 9q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $86.6K | 13,947 | 0.03% | 4q | HELD |
| Fortitude Advisory Group L.L.C. | $83.6K | 13,468 | 0.03% | 11q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $80.2K | 12,914 | 0.00% | 3q | HELD |
| NWF Advisory Services Inc. | $75.6K | 12,166 | 0.01% | 5q | HELD |
| Mariner, LLC | $69.4K | 11,182 | 0.00% | 11q | -26.8%-$25.4K |
| Cornerstone Wealth Management, LLC | $68.7K | 11,064 | 0.00% | 7q | HELD |
| AssuredPartners Investment Advisors, LLC | $66.5K | 10,715 | 0.01% | 2q | HELD |
| ENTREWEALTH, LLC | $64.4K | 10,736 | 0.02% | 6q | HELD |
| Providence First Trust Co | $62.1K | 10,000 | 0.02% | 24q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $53.6K | 8,676 | 0.00% | 2q | +582.6%+$45.8K |
| Steward Partners Investment Advisory, LLC | $29.2K | 4,702 | 0.00% | 2q | HELD |
| ROTHSCHILD INVESTMENT LLC | $27.6K | 4,440 | 0.00% | 11q | HELD |
| Global Retirement Partners, LLC | $14.9K | 2,400 | 0.00% | 7q | HELD |
| NBT BANK, N.A. | $11.3K | 1,824 | 0.00% | 8q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.6K | 741 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.7K | 600 | 0.00% | 2q | HELD |
| FIRST HORIZON CORP | $3.1K | 500 | 0.00% | 4q | HELD |
| Operose Advisors LLC | $1.7K | 271 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 234,158 | 0.00% | 31q | +104.1% |
| Larson Financial Group LLC | $621 | 100 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $387 | 62,274 | 0.00% | 7q | HELD |
| BlackRock, Inc. | $5 | 1 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $4 | 1 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $49.5M | 7,974,977 | 7 | 15 | 13 | 0.0% |
| Q1 2026 | 69 | $52.0M | 8,509,240 | 13 | 18 | 7 | 0.0% |
| Q4 2025 | 65 | $44.7M | 7,426,608 | 6 | 15 | 18 | 0.0% |
| Q3 2025 | 57 | $38.8M | 6,432,894 | 6 | 13 | 15 | 0.0% |
| Q2 2025 | 62 | $39.5M | 6,865,805 | 7 | 19 | 13 | 0.0% |
| Q1 2025 | 64 | $40.4M | 6,709,997 | 10 | 18 | 17 | 0.0% |
| Q4 2024 | 65 | $35.2M | 5,960,231 | 16 | 14 | 13 | 0.0% |
| Q3 2024 | 56 | $38.8M | 5,663,152 | 5 | 20 | 9 | 0.0% |
| Q2 2024 | 56 | $33.7M | 5,302,962 | 6 | 15 | 19 | 0.0% |
| Q1 2024 | 54 | $42.0M | 6,428,831 | 5 | 19 | 10 | 0.0% |
| Q4 2023 | 60 | $37.3M | 5,868,762 | 12 | 19 | 13 | 0.0% |
| Q3 2023 | 49 | $30.2M | 5,190,361 | 1 | 17 | 15 | 0.0% |
| Q2 2023 | 52 | $27.8M | 4,455,936 | 6 | 14 | 14 | 0.0% |
| Q1 2023 | 46 | $29.7M | 4,469,341 | 4 | 12 | 16 | 0.0% |
| Q4 2022 | 47 | $28.4M | 4,547,097 | 8 | 13 | 11 | 0.0% |
| Q3 2022 | 58 | $30.8M | 5,254,311 | 3 | 16 | 15 | 0.0% |
| Q2 2022 | 62 | $33.6M | 5,213,054 | 9 | 14 | 13 | 0.0% |
| Q1 2022 | 60 | $40.3M | 5,667,952 | 10 | 14 | 12 | 0.0% |
| Q4 2021 | 56 | $40.5M | 4,991,429 | 7 | 15 | 8 | 0.0% |
| Q3 2021 | 58 | $38.5M | 4,846,000 | 10 | 16 | 5 | 0.0% |
| Q2 2021 | 53 | $39.1M | 4,702,119 | 4 | 15 | 10 | 0.0% |
| Q1 2021 | 52 | $35.1M | 4,445,535 | 4 | 18 | 5 | 0.0% |
| Q4 2020 | 56 | $33.5M | 4,244,201 | 6 | 16 | 10 | 0.0% |
| Q3 2020 | 53 | $29.2M | 3,995,517 | 6 | 8 | 11 | 0.0% |
| Q2 2020 | 49 | $28.7M | 4,010,111 | 1 | 10 | 17 | 0.0% |
| Q1 2020 | 54 | $27.8M | 4,037,491 | 7 | 11 | 13 | 0.0% |
| Q4 2019 | 51 | $29.2M | 3,695,061 | 3 | 15 | 9 | 0.0% |
| Q3 2019 | 52 | $27.9M | 3,518,630 | 6 | 20 | 8 | 0.0% |
| Q2 2019 | 54 | $31.3M | 4,084,848 | 11 | 20 | 3 | 0.0% |
| Q1 2019 | 49 | $23.7M | 3,045,420 | 0 | 17 | 10 | 0.0% |
| Q4 2018 | 55 | $20.7M | 2,969,369 | 0 | 0 | 3 | 0.0% |