ATLANTA, GA
INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUSTOIA— Latest position per institution from SEC 13F filings
15
Institutional holders
7.22M
Total shares held
43.51M
Estimated value
361.18K
Avg. position size
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
1.31M
Value
7.51M
Filed
Sep 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
889.36K
Value
5.52M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
694.94K
Value
4.32M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
692.45K
Value
4.30M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
565.99K
Value
3.52M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
430.53K
Value
2.67M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
323.01K
Value
2.01M
Filed
Jun 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
284.49K
Value
1.77M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
267.64K
Value
1.66M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
259.11K
Value
1.61M
Filed
Jun 30, 2026
PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
Shares
243.49K
Value
1.51M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
206.28K
Value
1.28M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
162.36K
Value
1.01M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
152.97K
Value
949.97K
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
142.15K
Value
882.72K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
139.44K
Value
956.52K
Filed
Sep 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 1536186
Shares
132.88K
Value
764.08K
Filed
Jun 30, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
117.08K
Value
727.00
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
105.81K
Value
637K
Filed
Mar 31, 2025
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
103.51K
Value
642.78K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 1.31M | 7.51M | Sep 30, 2026 |
| 2 | GUGGENHEIM CAPITAL LLC | 1283072 | 889.36K | 5.52M | Jun 30, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 694.94K | 4.32M | Jun 30, 2026 |
| 4 | BANK OF AMERICA CORP /DE/ | 70858 | 692.45K | 4.30M | Jun 30, 2026 |
| 5 | AMERIPRISE FINANCIAL INC | 820027 | 565.99K | 3.52M | Jun 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 430.53K | 2.67M | Jun 30, 2026 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 323.01K | 2.01M | Jun 30, 2026 |
| 8 | VAN ECK ASSOCIATES CORP | 869178 | 284.49K | 1.77M | Jun 30, 2026 |
| 9 | UBS GROUP AG | 1610520 | 267.64K | 1.66M | Jun 30, 2026 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 259.11K | 1.61M | Jun 30, 2026 |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 713676 | 243.49K | 1.51M | Jun 30, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 206.28K | 1.28M | Jun 30, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 162.36K | 1.01M | Jun 30, 2026 |
| 14 | LPL FINANCIAL LLC | 1403438 | 152.97K | 949.97K | Jun 30, 2026 |
| 15 | INVESCO LTD. | 914208 | 142.15K | 882.72K | Jun 30, 2026 |
| 16 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 139.44K | 956.52K | Sep 30, 2024 |
| 17 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | 132.88K | 764.08K | Jun 30, 2025 |
| 18 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 117.08K | 727.00 | Jun 30, 2026 |
| 19 | LOGAN STONE CAPITAL, LLC | 1535521 | 105.81K | 637K | Mar 31, 2025 |
| 20 | CETERA INVESTMENT ADVISERS | 1666741 | 103.51K | 642.78K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.