13FBOX
INVESCO MUNI INCOME OPP TRST · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO MUNI INCOME OPP TRST

OIA
Institutions
73
Combined AUM (Q2 2026)
$50.5M
Combined Shares (Q2 2026)
8.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+430,867
26 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-456,581
22 · 8 Exit · ≈
⚖️ Net
-25,714
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$50.5M
Institutions
73
New Buys
7
Adds
19
Reduces
14
Exits
8
Unchanged
33
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hennion & Walsh Asset Management, Inc.
0.22%0.27%#2$7.8M1.3M$7.9M1.3M-25,135-1.96%Reduce
GUGGENHEIM CAPITAL LLC
0.03%0.05%#10$5.5M889,362$5.9M956,272-66,910-7.00%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#37$4.3M694,936$4.6M744,077-49,141-6.60%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#52$4.3M692,453$5.3M859,961-167,508-19.48%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#46$3.5M565,992$3.5M570,680-4,688-0.82%Reduce
MORGAN STANLEY
<0.01%<0.01%#60$2.7M430,527$2.7M442,097-11,570-2.62%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#51$2.0M323,013$1.8M296,022+26,991+9.12%Add
VAN ECK ASSOCIATES CORP
<0.01%<0.01%#38$1.8M284,491$1.7M274,415+10,076+3.67%Add
UBS Group AG
<0.01%<0.01%#56$1.7M267,645$1.7M270,622-2,977-1.10%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$1.6M259,106$1.5M247,397+11,709+4.73%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#44$1.5M243,492$1.4M223,597+19,895+8.90%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$1.3M206,278$842,338137,188+69,090+50.36%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#53$1.0M162,358$876,405142,737+19,621+13.75%Add
LPL Financial LLC
<0.01%<0.01%#55$949,972152,975$995,590162,148-9,173-5.66%Reduce
Invesco Ltd.
<0.01%<0.01%#65$882,720142,145$392,08863,858+78,287+122.60%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$727,061117,079$705,000114,740+2,339+2.04%Add
Cetera Investment Advisers
<0.01%<0.01%#47$642,777103,507$592,58896,513+6,994+7.25%Add
NewEdge Advisors, LLC
<0.01%<0.01%#31$617,59199,451$329,79253,712+45,739+85.16%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#40$472,68776,117$431,91970,345+5,772+8.21%Add
MELFA WEALTH MANAGEMENT, INC.
0.25%0.26%#1$464,38274,780$459,14774,78000.00%Unchanged
Savvy Advisors, Inc.
0.01%0.01%#22$463,26874,600$491,50980,050-5,450-6.81%Reduce
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.02%#20$387,16262,345$00+62,345New Buy
Janney Montgomery Scott LLC
<0.01%<0.01%#45$386,72262,274$381,00062,049+225+0.36%Add
HighTower Advisors, LLC
<0.01%<0.01%#48$352,00656,684$343,15055,888+796+1.42%Add
Midwest Trust Co
<0.01%<0.01%#28$267,08643,009$264,07543,00900.00%Unchanged
Everstar Asset Management, LLC
0.1%0.14%#4$245,32639,505$259,67942,293-2,788-6.59%Reduce
Insight Wealth Strategies, LLC
0.02%0.03%#17$244,69639,214$239,24138,964+250+0.64%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#62$235,85037,979$233,19137,97900.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#66$235,00037,897$232,00037,751+146+0.39%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#49$219,46735,340$257,64141,961-6,621-15.78%Reduce
Burford Brothers, Inc.
0.08%0.09%#6$214,05934,470$211,64634,47000.00%Unchanged
Sanctuary Advisors, LLC
<0.01%<0.01%#41$192,51031,000$190,34031,00000.00%Unchanged
G2 CAPITAL MANAGEMENT, LLC / OH
0.04%0.04%#8$178,80528,793$176,79028,79300.00%Unchanged
IHT Wealth Management, LLC
<0.01%<0.01%#26$173,92928,008$200,91132,722-4,714-14.41%Reduce
Stronghold Wealth Management L.L.C.
0.21%0.24%#3$160,28625,811$158,48025,81100.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%<0.01%#36$159,26225,646$157,46625,64600.00%Unchanged
Bank of New York Mellon Corp
<0.01%#68$141,96822,861$00+22,861New Buy
Southern Financial Group, LLC
0.03%0.04%#14$130,32720,986$128,85820,987-1-0.00%Reduce
NOMURA HOLDINGS INC
<0.01%#59$124,20020,000$00+20,000New Buy
Camelot Portfolios, LLC
0.08%0.09%#5$124,20020,000$122,80020,00000.00%Unchanged
Phoenix Wealth Advisors
0.04%0.05%#7$121,25619,526$119,89019,52600.00%Unchanged
RFG Advisory, LLC
<0.01%<0.01%#32$114,58118,451$111,74418,199+252+1.38%Add
River Street Advisors LLC
0.03%0.04%#12$114,57518,450$113,28318,45000.00%Unchanged
Genesee Capital Advisors, LLC
0.03%0.05%#9$110,72417,830$109,47617,83000.00%Unchanged
SILVERLAKE WEALTH MANAGEMENT LLC
0.02%0.02%#19$110,43317,783$109,18817,78300.00%Unchanged
Advisor OS, LLC
0.01%0.01%#24$105,46416,983$104,27616,98300.00%Unchanged
Pathway Financial Advisers, LLC
0.03%0.03%#16$104,17816,776$102,05916,622+154+0.93%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#71$102,39716,489$00+16,489New Buy
Baird Financial Group, Inc.
<0.01%<0.01%#61$99,45316,015$98,33216,01500.00%Unchanged
Nuveen, LLC
<0.01%<0.01%#67$99,16715,969$98,05015,96900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow