SEC 13F Intelligence

OIAINVESCO MUNI INCOME OPP TRST

CUSIP 46132X101 · Yahoo Finance ↗ · Google Finance ↗

Invesco Muni Income Opp Trst (OIA) has 73 institutional holders in Filings Flow’s 13F database, together reporting 8.11M shares worth $50M as of Q1 2026. The largest reported holders are Hennion & Walsh Asset Management, Inc., Guggenheim Capital LLC, and Bank Of America Corp /De/.

Institutional Holders
73
Q1 2026
Reported Value
$50M
Ticker
OIA
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 38Q1 ’19Q2 ’19: 46Q3 ’19: 44Q4 ’19: 43Q1 ’20: 44Q1 ’20Q2 ’20: 43Q3 ’20: 44Q4 ’20: 48Q1 ’21: 48Q1 ’21Q2 ’21: 47Q3 ’21: 53Q4 ’21: 49Q1 ’22: 54Q1 ’22Q2 ’22: 55Q3 ’22: 51Q4 ’22: 54Q1 ’23: 49Q1 ’23Q2 ’23: 52Q3 ’23: 48Q4 ’23: 59Q1 ’24: 53Q1 ’24Q2 ’24: 56Q3 ’24: 59Q4 ’24: 69Q1 ’25: 69Q1 ’25Q2 ’25: 68Q3 ’25: 61Q4 ’25: 69Q1 ’26: 73Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $13MQ1 ’19Q2 ’19: $20MQ3 ’19: $16MQ4 ’19: $16MQ1 ’20: $23MQ1 ’20Q2 ’20: $24MQ3 ’20: $25MQ4 ’20: $29MQ1 ’21: $30MQ1 ’21Q2 ’21: $33MQ3 ’21: $32MQ4 ’21: $35MQ1 ’22: $35MQ1 ’22Q2 ’22: $26MQ3 ’22: $24MQ4 ’22: $26MQ1 ’23: $27MQ1 ’23Q2 ’23: $25MQ3 ’23: $26MQ4 ’23: $30MQ1 ’24: $30MQ1 ’24Q2 ’24: $28MQ3 ’24: $33MQ4 ’24: $31MQ1 ’25: $36MQ1 ’25Q2 ’25: $43MQ3 ’25: $42MQ4 ’25: $47MQ1 ’26: $50MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.27%$8M1.28MQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.05%$6M956.3KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M860.0KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M744.1KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M570.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$3M421.7KQ1 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.12%$2M365.1KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M296.0KQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.00%$2M274.4KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M270.6KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M247.4KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M223.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$995,590162.1KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$876,405142.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$842,338137.2KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.06%$764,078132.9KQ2 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$705,000114.7KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$592,58896.5KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$503,23287.5KQ2 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$491,50980.0KQ1 2026
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.26%$459,14774.8KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$431,91970.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$429,07871.4KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$392,08863.9KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$381,00062.0KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$369,64464.3KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$343,15055.9KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$329,79253.7KQ1 2026
Midwest Trust Co$8.0B AUM0.00%$264,07543.0KQ1 2026
Everstar Asset Management, LLC$188M AUM0.14%$259,67942.3KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$257,64142.0KQ1 2026
Keudell/Morrison Wealth Management$489M AUM0.06%$254,43844.3KQ2 2025OLDER
Insight Wealth Strategies, LLC$896M AUM0.03%$239,24139.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$233,19138.0KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$232,00037.8KQ1 2026
Arlington Capital Management, Inc.$177M AUM0.12%$213,99134.9KQ1 2026
Burford Brothers, Inc.$244M AUM0.09%$211,64634.5KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.00%$200,91132.7KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$190,34031.0KQ1 2026
G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM0.04%$176,79028.8KQ1 2026
CX Institutional$3.5B AUM0.01%$174,00030.2KQ2 2025OLDER
Stronghold Wealth Management L.L.C.$66M AUM0.24%$158,48025.8KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$157,46625.6KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$147,85625.7KQ2 2025OLDER
Camelot Portfolios, LLC$143M AUM0.09%$122,80020.0KQ1 2026
Phoenix Wealth Advisors$253M AUM0.05%$119,89019.5KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$117,73119.2KQ1 2026
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.00%$114,48819.9KQ2 2025OLDER
River Street Advisors LLC$296M AUM0.04%$113,28318.4KQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.01%$112,00018.6KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$111,85218.6KQ4 2025OLDER
RFG Advisory, LLC$5.4B AUM0.00%$111,74418.2KQ1 2026
Genesee Capital Advisors, LLC$239M AUM0.05%$109,47617.8KQ1 2026
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.02%$109,18817.8KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$105,17517.5KQ4 2025OLDER
Advisor OS, LLC$1.4B AUM0.01%$104,27617.0KQ1 2026
Pathway Financial Advisers, LLC$354M AUM0.03%$102,05916.6KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$98,33216.0KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$98,05016.0KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$97,66316.3KQ4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$94,63615.4KQ1 2026
Mariner, LLC$85.7B AUM0.00%$93,78915.3KQ1 2026
Creekside Partners$243M AUM0.04%$91,43714.9KQ1 2026
VISTA INVESTMENT PARTNERS II, LLC$223M AUM0.04%$85,63513.9KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$83,00013.9KQ4 2025OLDER
Fortitude Advisory Group L.L.C.$222M AUM0.04%$82,69413.5KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$79,29212.9KQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$78,92712.9KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$77,24712.6KQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.00%$75,91713.2KQ2 2025OLDER
NWF Advisory Services Inc.$886M AUM0.01%$74,69912.2KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.00%$71,63812.5KQ2 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.04%$69,10312.2KQ2 2025OLDER
Virtu Financial LLC$2.4B AUM0.00%$69,00011.2KQ1 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.00%$67,93311.1KQ1 2026
ENTREWEALTH, LLC$223M AUM0.03%$65,91910.7KQ1 2026
Austin Wealth Management, LLC$440M AUM0.01%$65,49010.7KQ4 2025OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.01%$64,60210.7KQ1 2026
Providence First Trust Co$284M AUM0.02%$61,40010.0KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.02%$38,2196.4KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$28,8704.7KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$27,2624.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$23,5803.9KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$22,4723.7KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$14,4242.4KQ4 2025OLDER
NBT BANK N A /NY$1.5B AUM0.00%$11,1991.8KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$7,6621.3KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$6,9911.1KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,684600Q1 2026
FIRST HORIZON CORP$2.4B AUM0.00%$3,070500Q1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$2,875500Q2 2025OLDER
Activest Wealth Management$569M AUM0.00%$1,842300Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$614100Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$603100Q3 2025OLDER
DV Trading LLC$4.2B AUM0.00%$61Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$51Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$41Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.